Chevron Corporation shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Chevron Corporation
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Quarterly reported holdings in Chevron Corporation by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $362k | 2.4k | 149.14 |
| 2023-09-30 | $288k | 1.7k | 168.65 |
| 2023-06-30 | $269k | 1.7k | 157.36 |
| 2023-03-31 | $315k | 1.9k | 163.15 |
| 2022-12-31 | $444k | 2.5k | 179.32 |
| 2022-09-30 | $226k | 1.6k | 143.49 |
| 2022-06-30 | $228k | 1.6k | 144.85 |
| 2022-03-31 | $256k | 1.6k | 162.75 |
| 2020-12-31 | $1.2M | 14k | 84.46 |
| 2020-09-30 | $1.0M | 15k | 72.00 |
| 2020-06-30 | $1.3M | 15k | 89.23 |
| 2020-03-31 | $1.1M | 15k | 72.48 |
| 2019-12-31 | $1.8M | 15k | 120.53 |
| 2019-09-30 | $1.8M | 15k | 118.59 |
| 2019-06-30 | $1.9M | 16k | 124.41 |
| 2019-03-31 | $1.9M | 16k | 123.20 |
| 2018-12-31 | $1.7M | 16k | 108.82 |
More positions owned by Summit Wealth & Retirement Planning
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