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Disclosery

Summit Trail Advisors, LLC: CVX position timeline

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

Summit Trail Advisors, LLC held 81,508 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,508 shares
    Change vs previous 13F -2,948 shares

    0.17% of the 13F portfolio, value $13,510,739.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 84,456 shares
    Change vs previous 13F +13,307 shares

    0.25% of the 13F portfolio, value $17,473,871.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 71,149 shares
    Change vs previous 13F -2,586 shares

    0.19% of the 13F portfolio, value $10,843,779.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 73,735 shares
    Change vs previous 13F +11,922 shares

    0.16% of the 13F portfolio, value $11,450,326.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 61,813 shares
    Change vs previous 13F +61,813 shares

    0.15% of the 13F portfolio, value $8,851,041.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -46,015 shares

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 46,015 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,776,603.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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