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Disclosery

Summit Financial, LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on CVX, newest first. How the timeline and the estimate are built.

Summit Financial, LLC held 76,007 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,007 shares
    Change vs previous 13F +6,074 shares

    0.14% of the 13F portfolio, value $12,598,974.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 69,933 shares
    Change vs previous 13F +16,555 shares

    0.18% of the 13F portfolio, value $14,469,218.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 53,378 shares
    Change vs previous 13F +3,883 shares

    0.12% of the 13F portfolio, value $8,135,312.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,495 shares
    Change vs previous 13F +3,862 shares

    0.12% of the 13F portfolio, value $7,686,086.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,633 shares
    Change vs previous 13F +9,554 shares

    0.15% of the 13F portfolio, value $6,534,170.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,079 shares
    Change vs previous 13F +6,920 shares

    0.17% of the 13F portfolio, value $6,035,600.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,159 shares
    Change vs previous 13F +13,934 shares

    0.15% of the 13F portfolio, value $4,223,350.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,225 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,242,218.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).