SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in CVX — Chevron Corp

CIK 1531593 NEW YORK, NY

Back to CVX Full portfolio

Position in CVX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,259,776

-$53,625 QoQ

Shares Held

7,600

+19.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#2,142

of 4,109 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CVX Over Time

Shares Held

Position Value (USD)

Derivatives in CVX

reported options exposure · as of Sep 30, 2024

CallValue

$1,030,890

CallShares

7,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $1,665,288 across 7 Oil & Gas Integrated names. CVX ranks #1 (75.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	7,600	$1,259,776
2	XOM	ExxonMobil Holdings Corp	961	$131,387
3	SHEL	Shell plc	1,300	$100,802
4	TTE	TotalEnergies SE	1,194	$92,845
5	BP	Bp PLC	1,800	$66,510
6	PBR	Petrobras - Petroleo Brasileiro SA	600	$9,696
7	EC	Ecopetrol S.A.	300	$4,272

All Filings in CVX

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44 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,259,776	7,600	+19.7%	Shares	Sole	2026-08-03
2026-03-31	$1,313,401	6,348	-52.3%	Shares	Sole	2026-04-30
2025-12-31	$2,027,357	13,302	+15.3%	Shares	Sole	2026-02-17
2025-09-30	$1,791,891	11,539	+818.7%	Shares	Sole	2025-11-13
2025-06-30	$179,846	1,256	+14.2%	Shares	Sole	2025-08-12
2025-03-31	$184,019	1,100	+10.0%	Shares	Sole	2025-05-13
2024-09-30	$1,030,890	7,000	-30.0%	Call	Sole	2024-11-07
2024-06-30	$156,420	1,000	-96.4%	Shares	Sole	2024-07-26
2024-03-31	$1,577,400	10,000	-86.7%	Call	Sole	2024-05-13
2024-03-31	$4,369,398	27,700	+979.9%	Shares	Sole	2024-05-13
2023-12-31	$11,187,000	75,000	+400.0%	Call	Sole	2024-02-14
2023-12-31	$104,412	700	-96.5%	Put	Sole	2024-02-14
2023-06-30	$403,602	2,565	-21.5%	Shares	Sole	2023-08-14
2023-03-31	$2,447,400	15,000	0.0%	Call	Sole	2023-05-12
2023-03-31	$533,043	3,267	-96.1%	Shares	Sole	2023-05-12
2022-12-31	$2,692,350	15,000	-28.6%	Call	Sole	2023-02-13
2022-12-31	$3,589,800	20,000	0.0%	Put	Sole	2023-02-13
2022-12-31	$15,112,699	84,198	+215.6%	Shares	Sole	2023-02-13
2022-09-30	$3,832,397	26,675	-50.5%	Shares	Sole	2022-11-02
2022-06-30	$2,895,600	20,000	+38.9%	Put	Sole	2022-08-02
2022-06-30	$7,802,338	53,891	+29.2%	Shares	Sole	2022-08-02
2022-03-31	$2,344,752	14,400	-42.4%	Put	Sole	2022-05-11
2022-03-31	$3,419,430	21,000	-37.3%	Call	Sole	2022-05-11
2022-03-31	$6,790,011	41,700	-18.4%	Shares	Sole	2022-05-11
2021-12-31	$2,933,750	25,000	+23938.5%	Put	Sole	2022-01-18
2021-12-31	$3,931,225	33,500	+69691.7%	Call	Sole	2022-01-18
2021-12-31	$5,996,585	51,100	+59.7%	Shares	Sole	2022-01-18
2021-09-30	$4,869	48	-60.0%	Call	Sole	2021-10-20
2021-09-30	$3,245,791	31,994	+11.5%	Shares	Sole	2021-10-20
2021-06-30	$10,892	104	-74.8%	Put	Sole	2021-07-19
2021-06-30	$3,006,247	28,702	+80.8%	Shares	Sole	2021-07-19
2021-06-30	$12,568	120	+20.0%	Call	Sole	2021-07-19
2021-03-31	$1,663,541	15,875	-10.8%	Shares	Sole	2021-04-14
2020-12-31	$1,503,210	17,800	-19.1%	Shares	Sole	2021-02-25
2020-12-31	$8,445	100	-9.1%	Call	Sole	2021-02-25
2020-12-31	$34,877	413	+25.9%	Put	Sole	2021-02-25
2020-09-30	$23,616	328	-6.3%	Put	Sole	2020-10-19
2020-09-30	$1,584,000	22,000	+31.7%	Shares	Sole	2020-10-19
2020-06-30	$31,230	350	-41.1%	Put	Sole	2020-08-06
2020-06-30	$9,815	110	+10.0%	Call	Sole	2020-08-06
2020-06-30	$1,490,141	16,700	-13.5%	Shares	Sole	2020-08-06
2020-03-31	$1,398,478	19,300	—	Shares	Sole	2020-04-28
2020-03-31	$43,040	594	—	Put	Sole	2020-04-28
2020-03-31	$7,246	100	—	Call	Sole	2020-04-28
No filing history on record for this holder in this stock.