Skip to main content

Summit Financial Group Inc

SEC CIK
0000811808
Latest filing
Apr 5, 2024

CVX holding history

Chevron Corp in every 13F filed by Summit Financial Group Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q1 2024 holdings

Shares (Q1 2024)
11,692
Value
$1.84M
% of portfolio
0.7%
Quarters held
13
Since Q1 2021
Holdings of CVX by Summit Financial Group Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202411,692$1.84M0.7%−100−0.8%ReducedHolders
Q4 202311,792$1.76M0.7%00.0%UnchangedHolders
Q3 202311,792$1.99M0.8%−1,305−10.0%ReducedHolders
Q2 202313,097$2.06M0.8%−15−0.1%ReducedHolders
Q1 202313,112$2.14M0.8%−60−0.5%ReducedHolders
Q4 202213,172$2.36M0.9%+400+3.1%AddedHolders
Q3 202212,772$1.83M0.8%−284−2.2%ReducedHolders
Q2 202213,056$1.89M0.7%00.0%UnchangedHolders
Q1 202213,056$2.13M0.7%+830+6.8%AddedHolders
Q4 202112,226$1.44M0.5%+290+2.4%AddedHolders
Q3 202111,936$1.21M0.4%00.0%UnchangedHolders
Q2 202111,936$1.25M0.5%+2,070+21.0%AddedHolders
Q1 20219,866$1.03M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.