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
Tip: Access up to 7 years of quarterly data
All positions including Chevron Corporation held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Chevron Corporation by Summit Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |