Chevron Corporation shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 12k | 149.16 |
| 2023-09-30 | $2.4M | 14k | 168.61 |
| 2023-06-30 | $1.9M | 12k | 157.34 |
| 2023-03-31 | $865k | 5.3k | 163.14 |
| 2022-12-31 | $892k | 5.0k | 179.47 |
| 2022-09-30 | $603k | 4.2k | 143.71 |
| 2022-06-30 | $593k | 4.1k | 144.85 |
| 2022-03-31 | $680k | 4.2k | 162.91 |
| 2021-12-31 | $362k | 3.1k | 117.23 |
| 2021-09-30 | $326k | 3.2k | 101.40 |
| 2021-06-30 | $279k | 2.7k | 104.65 |
| 2021-03-31 | $263k | 2.5k | 104.91 |
| 2020-12-31 | $218k | 2.6k | 84.53 |
| 2020-09-30 | $340k | 4.2k | 80.66 |
| 2020-06-30 | $210k | 2.4k | 89.02 |
| 2020-03-31 | $449k | 6.2k | 72.45 |
| 2019-09-30 | $221k | 1.9k | 118.50 |
| 2018-03-31 | $1.1M | 1.1M | 1.00 |
| 2017-12-31 | $1.5M | 11k | 129.74 |