Summit Wealth Group, LLC's ownership history for CVX

Summit Wealth Group, LLC currently holds 2.2K shares with a market value of $341.0K. It started holding CVX on 2024-09-30. At its peak, it held 2.3K shares on 2024-09-30. Its highest holding value was $341.0K on 2025-09-30. At its lowest, it held 2.2K shares on 2025-06-30, with a value of $314 on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 70. In the recent year, Summit Wealth Group, LLC has decreased its shares by 97.