A detailed history of Summit Financial, LLC transactions in Chevron Corp stock. As of the latest transaction made, Summit Financial, LLC holds 6,979 shares of CVX stock, worth $1.08 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,979
Previous 6,951 0.4%
Holding current value
$1.08 Million
Previous $1.04 Million 6.18%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$141.82 - $157.74 $3,970 - $4,416
28 Added 0.4%
6,979 $1.1 Million
Q4 2023

Feb 05, 2024

BUY
$141.77 - $169.1 $19,706 - $23,504
139 Added 2.04%
6,951 $1.04 Million
Q3 2023

Nov 07, 2023

BUY
$152.88 - $171.04 $247,359 - $276,742
1,618 Added 31.15%
6,812 $1.15 Million
Q2 2023

Aug 11, 2023

BUY
$150.62 - $172.44 $140,829 - $161,231
935 Added 21.95%
5,194 $817,000
Q1 2023

May 03, 2023

SELL
$152.34 - $187.79 $6,245 - $7,699
-41 Reduced 0.95%
4,259 $694,000
Q4 2022

Feb 07, 2023

SELL
$151.73 - $188.05 $477,797 - $592,169
-3,149 Reduced 42.27%
4,300 $771,000
Q3 2022

Nov 15, 2022

SELL
$135.94 - $164.63 $112,830 - $136,642
-830 Reduced 10.03%
7,449 $1.07 Billion
Q2 2022

Aug 12, 2022

SELL
$142.43 - $181.13 $12,961 - $16,482
-91 Reduced 1.09%
8,279 $1.2 Million
Q1 2022

May 10, 2022

BUY
$119.26 - $170.9 $81,096 - $116,212
680 Added 8.84%
8,370 $1.36 Million
Q4 2021

Feb 07, 2022

BUY
$104.33 - $118.79 $53,208 - $60,582
510 Added 7.1%
7,690 $902,000
Q3 2021

Nov 08, 2021

BUY
$94.29 - $106.21 $398,186 - $448,524
4,223 Added 142.81%
7,180 $728,000
Q2 2021

Aug 06, 2021

BUY
$100.95 - $110.81 $298,509 - $327,665
2,957 New
2,957 $309,000

Others Institutions Holding CVX

About CHEVRON CORP


  • Ticker CVX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 1,957,430,016
  • Market Cap $302B
  • Description
  • Chevron Corporation, through its subsidiaries, engages in integrated energy and chemicals operations worldwide. The company operates in two segments, Upstream and Downstream. The Upstream segment is involved in the exploration, development, production, and transportation of crude oil and natural gas; processing, liquefaction, transportation, and...
More about CVX
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.