Position in CVX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,598,920
-$1,870,217 QoQ
Shares Held
76,007
+8.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#656
of 4,109 holders
Holding Since
Jun 2021
21 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, LLC holds $48,971,982 across 8 Oil & Gas Integrated names. CVX ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
180,124 | $24,626,553 | |
| 2 | CVX |
Chevron Corp
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|
76,007 | $12,598,920 | |
| 3 | TTE |
TotalEnergies SE
|
46,893 | $3,646,399 | |
| 4 | SU |
Suncor Energy Inc
|
53,531 | $2,873,544 | |
| 5 | CVE |
Cenovus Energy Inc.
|
95,720 | $2,374,813 | |
| 6 | SHEL |
Shell plc
|
19,000 | $1,473,260 | |
| 7 | IMO |
Imperial Oil Ltd
|
6,822 | $764,200 | |
| 8 | BP |
Bp PLC
|
16,625 | $614,293 |
All Filings in CVX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,598,920 | 76,007 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,469,137 | 69,933 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,135,340 | 53,378 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,686,078 | 49,495 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,534,189 | 45,633 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,035,655 | 36,079 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,223,389 | 29,159 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,242,185 | 15,225 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,786,472 | 11,421 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,100,867 | 6,979 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,036,811 | 6,951 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,148,639 | 6,812 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $817,275 | 5,194 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $694,898 | 4,259 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $771,807 | 4,300 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,070,197 | 7,449 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,198,633 | 8,279 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,362,887 | 8,370 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $902,421 | 7,690 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $728,411 | 7,180 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $309,716 | 2,957 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||