Ownership history in Stone Summit Wealth LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Stone Summit Wealth LLC reported a position in CHEVRON CORP NEW (CVX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,483 | -203 | -12.0% | 0.07% | $230K | $152.09 |
| 2025 Q2 | ADDED | 1,686 | +100 | +6.3% | 0.07% | $241K | $138.69 |
| 2025 Q1 | REDUCED | 1,586 | -19 | -1.2% | 0.09% | $265K | $160.09 |
| 2024 Q4 | REDUCED | 1,605 | -83 | -4.9% | 0.08% | $232K | $137.08 |
| 2024 Q3 | UNCHANGED | 1,688 | — | 0% | 0.08% | $249K | $137.97 |
| 2024 Q2 | REDUCED | 1,688 | -7 | -0.4% | 0.09% | $264K | $144.93 |
| 2024 Q1 | ADDED | 1,695 | +146 | +9.4% | 0.09% | $267K | $144.69 |
| 2023 Q4 | REDUCED | 1,549 | -47 | -2.9% | 0.09% | $231K | $135.34 |
| 2023 Q3 | UNCHANGED | 1,596 | — | 0% | 0.12% | $269K | $151.41 |
| 2023 Q2 | UNCHANGED | 1,596 | — | 0% | 0.10% | $251K | $139.95 |
As of 2025 Q4 — sorted by position size