Position in CVX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,331,504
-$1,551,024 QoQ
Shares Held
32,164
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#1,077
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $12,168,050 across 2 Oil & Gas Integrated names. CVX ranks #2 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
50,004 | $6,836,546 | |
| 2 | CVX |
Chevron Corp
This page
|
32,164 | $5,331,504 |
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,331,504 | 32,164 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,882,528 | 33,265 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $5,019,775 | 32,936 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,023,631 | 32,350 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $4,553,871 | 31,803 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $4,897,080 | 29,273 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,253,950 | 29,370 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,542,690 | 30,846 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,391,178 | 28,073 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,422,083 | 28,034 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,141,874 | 27,768 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,641,771 | 27,528 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,941,617 | 25,050 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $4,115,221 | 25,222 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $4,664,047 | 25,985 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $2,219,557 | 15,449 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,242,931 | 15,492 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,557,570 | 15,707 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,135,417 | 18,197 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,832,897 | 18,067 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,866,152 | 17,817 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,796,624 | 17,145 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,327,554 | 15,720 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,318,392 | 18,311 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,669,136 | 18,706 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,462,967 | 20,190 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||