Summit Wealth Group, LLC Chevron Corp Transaction History
Summit Wealth Group, LLC
- $389 Million
- Q2 2025
A detailed history of Summit Wealth Group, LLC transactions in Chevron Corp stock. As of the latest transaction made, Summit Wealth Group, LLC holds 2,196 shares of CVX stock, worth $340,182. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,196
Previous 2,266
3.09%
Holding current value
$340,182
Previous $379,000
17.15%
% of portfolio
0.08%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding CVX
# of Institutions
4,239Shares Held
1.43BCall Options Held
21.4MPut Options Held
25.4M-
Vanguard Group Inc Valley Forge, PA156MShares$24.1 Billion0.37% of portfolio
-
State Street Corp Boston, MA140MShares$21.7 Billion0.77% of portfolio
-
Black Rock Inc. New York, NY128MShares$19.8 Billion0.46% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne122MShares$18.9 Billion6.91% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX83.7MShares$13 Billion2.12% of portfolio
About CHEVRON CORP
- Ticker CVX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Integrated
- Shares Outstandng 1,957,430,016
- Market Cap $303B
- 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...