Chevron Corporation shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $317k | 2.2k | 147.26 |
| 2024-06-30 | $293k | 1.9k | 156.40 |
| 2024-03-31 | $296k | 1.9k | 157.71 |
| 2023-12-31 | $279k | 1.9k | 149.20 |
| 2023-09-30 | $316k | 1.9k | 168.65 |
| 2023-06-30 | $240k | 1.5k | 157.38 |
| 2023-03-31 | $341k | 2.1k | 163.18 |
| 2022-12-31 | $375k | 2.1k | 179.50 |
| 2022-09-30 | $298k | 2.1k | 143.67 |
| 2022-03-31 | $206k | 1.3k | 162.83 |
| 2020-06-30 | $231k | 2.6k | 89.23 |
| 2019-12-31 | $270k | 2.2k | 120.51 |