Chevron Corporation shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 2.2k | 155.29 |
| 2025-06-30 | $314k | 2.2k | 142.99 |
| 2025-03-31 | $379k | 2.3k | 167.26 |
| 2024-12-31 | $328k | 2.3k | 144.94 |
| 2024-09-30 | $338k | 2.3k | 147.41 |
| 2024-06-30 | $356k | 2.3k | 156.35 |
| 2023-06-30 | $352k | 2.2k | 157.28 |
| 2023-03-31 | $2.0k | 371k | 0.01 |
| 2021-09-30 | $279k | 2.8k | 101.38 |
| 2020-12-31 | $226k | 2.7k | 84.39 |