Summit Financial Wealth Advisors, LLC Chevron Corp Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 32,350 shares of CVX stock, worth $4.97 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
32,350
Previous 31,803 1.72%
Holding current value
$4.97 Million
Previous $4.55 Million 10.32%
% of portfolio
0.82%
Previous 0.84%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
BUY
$145.57 - $161.83 $79,626 - $88,521
547 Added 1.72%
32,350 $5.02 Million
Q2 2025

Sep 29, 2025
BUY
$133.73 - $168.51 $338,336 - $426,330
2,530 Added 8.64%
31,803 $4.55 Million
Q1 2025

May 14, 2025
SELL
$146.71 - $167.97 $14,230 - $16,293
-97 Reduced 0.33%
29,273 $4.9 Million
Q4 2024

Feb 13, 2025
SELL
$141.15 - $162.53 $208,337 - $239,894
-1,476 Reduced 4.79%
29,370 $4.25 Million
Q3 2024

Nov 13, 2024
BUY
$137.88 - $161.97 $382,341 - $449,142
2,773 Added 9.88%
30,846 $4.54 Million
Q2 2024

Aug 12, 2024
BUY
$152.57 - $166.33 $5,950 - $6,486
39 Added 0.14%
28,073 $4.39 Million
Q1 2024

May 02, 2024
BUY
$141.82 - $157.74 $37,724 - $41,958
266 Added 0.96%
28,034 $4.42 Million
Q4 2023

Jan 19, 2024
BUY
$141.77 - $169.1 $34,024 - $40,584
240 Added 0.87%
27,768 $4.14 Million
Q3 2023

Nov 13, 2023
BUY
$152.88 - $171.04 $378,836 - $423,837
2,478 Added 9.89%
27,528 $4.64 Million
Q2 2023

Jul 12, 2023
SELL
$150.62 - $172.44 $25,906 - $29,659
-172 Reduced 0.68%
25,050 $3.94 Million
Q1 2023

Apr 10, 2023
SELL
$152.34 - $187.79 $116,235 - $143,283
-763 Reduced 2.94%
25,222 $4.12 Million
Q4 2022

Jan 17, 2023
BUY
$151.73 - $188.05 $1.6 Million - $1.98 Million
10,536 Added 68.2%
25,985 $0
Q3 2022

Oct 28, 2022
SELL
$135.94 - $164.63 $5,845 - $7,079
-43 Reduced 0.28%
15,449 $2.75 Million
Q2 2022

Jul 26, 2022
SELL
$142.43 - $181.13 $30,622 - $38,942
-215 Reduced 1.37%
15,492 $2.3 Million
Q1 2022

May 06, 2022
SELL
$119.26 - $170.9 $296,957 - $425,541
-2,490 Reduced 13.68%
15,707 $2.56 Million
Q4 2021

Jan 12, 2022
BUY
$104.33 - $118.79 $13,562 - $15,442
130 Added 0.72%
18,197 $2.21 Million
Q3 2021

Nov 05, 2021
BUY
$94.29 - $106.21 $23,572 - $26,552
250 Added 1.4%
18,067 $1.83 Million
Q2 2021

Aug 09, 2021
BUY
$100.95 - $110.81 $67,838 - $74,464
672 Added 3.92%
17,817 $1.87 Million
Q1 2021

Apr 23, 2021
BUY
$84.71 - $111.56 $120,711 - $158,973
1,425 Added 9.06%
17,145 $1.45 Million
Q4 2020

Jan 11, 2021
SELL
$66.88 - $95.62 $173,286 - $247,751
-2,591 Reduced 14.15%
15,720 $1.13 Million
Q3 2020

Nov 09, 2020
SELL
$71.8 - $91.39 $28,361 - $36,099
-395 Reduced 2.11%
18,311 $1.32 Million
Q2 2020

Jul 16, 2020
SELL
$68.56 - $103.24 $101,743 - $153,208
-1,484 Reduced 7.35%
18,706 $1.62 Million
Q1 2020

Apr 29, 2020
BUY
$54.22 - $121.43 $8,620 - $19,307
159 Added 0.79%
20,190 $1.62 Million
Q4 2019

Jan 28, 2020
SELL
$111.71 - $122.28 $64,009 - $70,066
-573 Reduced 2.78%
20,031 $2.21 Million
Q3 2019

Nov 05, 2019
SELL
$115.18 - $126.54 $135,682 - $149,064
-1,178 Reduced 5.41%
20,604 $2.39 Million
Q2 2019

Jul 16, 2019
SELL
$113.85 - $126.68 $274,947 - $305,932
-2,415 Reduced 9.98%
21,782 $2.71 Million
Q1 2019

May 01, 2019
SELL
$108.57 - $125.88 $87,941 - $101,962
-810 Reduced 3.24%
24,197 $3 Million
Q4 2018

Feb 01, 2019
BUY
$100.99 - $126.82 $122,500 - $153,832
1,213 Added 5.1%
25,007 $2.72 Million
Q3 2018

Oct 22, 2018
BUY
$114.48 - $127.83 $1 Million - $1.12 Million
8,738 Added 58.04%
23,794 $2.78 Million
Q2 2018

Jul 06, 2018
SELL
$112.24 - $130.39 $35,355 - $41,072
-315 Reduced 2.05%
15,056 $1.72 Million
Q1 2018

Apr 09, 2018
BUY
$109.06 - $133.6 $607,246 - $743,884
5,568 Added 56.8%
15,371 $1.75 Million
Q1 2018

Apr 06, 2018
SELL
$109.06 - $133.6 $617,606 - $756,576
-5,663 Reduced 36.62%
9,803 $1.12 Million
Q4 2017

Feb 05, 2018
SELL
$113.54 - $125.98 $105,251 - $116,783
-927 Reduced 5.65%
15,466 $1.94 Million
Q3 2017

Nov 06, 2017
SELL
$105.78 - $117.99 $312,051 - $348,070
-2,950 Reduced 15.25%
16,393 $1.93 Million
Q2 2017

Aug 14, 2017
BUY
N/A
19,343
19,343 $2.02 Million

Others Institutions Holding CVX

# of Institutions
4,242
Shares Held
1.43B
Call Options Held
21.4M
Put Options Held
25.4M
View Full List

About CHEVRON CORP

CVX Quotes by TradingView
  • Ticker CVX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 1,957,430,016
  • Market Cap $301B
  • 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
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