CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,548 Value ($000) $1,760 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 11,367 Value ($000) $1,765 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 4,039 Value ($000) $578 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 3,851 Value ($000) $644 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 3,890 Value ($000) $563 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 4,546 Value ($000) $669 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 4,159 Value ($000) $650 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 4,221 Value ($000) $666 Avg Close $139.01 Range $127.92 - $146.52
Q4 2023
Shares 4,574 Value ($000) $682 Avg Close $137.80 Range $128.51 - $154.30
Q3 2023
Shares 4,635 Value ($000) $781 Avg Close $145.76 Range $136.18 - $155.68
Q2 2023
Shares 4,659 Value ($000) $733 Avg Close $143.24 Range $134.48 - $153.76
Q1 2023
Shares 4,696 Value ($000) $766 Avg Close $148.45 Range $133.33 - $165.57
Q4 2022
Shares 4,802 Value ($000) $862 Avg Close $153.23 Range $129.74 - $165.94
Q3 2022
Shares 4,975 Value ($000) $715 Avg Close $132.81 Range $114.90 - $145.95
Q2 2022
Shares 4,995 Value ($000) $723 Avg Close $142.70 Range $121.50 - $158.13
Q1 2022
Shares 4,994 Value ($000) $813 Avg Close $122.75 Range $99.81 - $150.27
Q4 2021
Shares 5,006 Value ($000) $587 Avg Close $96.10 Range $85.70 - $101.55
Q3 2021
Shares 5,251 Value ($000) $533 Avg Close $83.32 Range $78.11 - $88.90
Q2 2021
Shares 5,271 Value ($000) $552 Avg Close $87.09 Range $79.94 - $92.75
Q1 2021
Shares 5,680 Value ($000) $595 Avg Close $79.58 Range $67.83 - $92.41
Q4 2020
Shares 6,470 Value ($000) $546 Avg Close $65.02 Range $51.92 - $77.48
Q3 2020
Shares 7,425 Value ($000) $535 Avg Close $66.50 Range $56.18 - $73.06
Q2 2020
Shares 7,445 Value ($000) $664 Avg Close $69.83 Range $52.34 - $81.37
Q1 2020
Shares 7,596 Value ($000) $550 Avg Close $76.00 Range $39.95 - $93.91
Q4 2019
Shares 8,300 Value ($000) $1,000 Avg Close $89.68 Range $83.67 - $93.16
Q3 2019
Shares 8,659 Value ($000) $1,027 Avg Close $91.54 Range $86.60 - $95.25
Q2 2019
Shares 11,668 Value ($000) $1,452 Avg Close $90.24 Range $85.29 - $94.65
Q1 2019
Shares 8,522 Value ($000) $1,051 Avg Close $87.45 Range $78.75 - $94.27
Q3 2018
Shares 12,044 Value ($000) $1,460 Avg Close $87.91 Range $82.57 - $92.72
Q2 2018
Shares 16,249 Value ($000) $2,052 Avg Close $89.14 Range $79.04 - $94.05
Q1 2018
Shares 14,951 Value ($000) $1,877 Avg Close $85.03 Range $76.48 - $94.79
Q4 2017
Shares 13,659 Value ($000) $1,717 Avg Close $83.55 Range $78.96 - $89.35
Q3 2017
Shares 14,480 Value ($000) $1,707 Avg Close $76.20 Range $71.22 - $83.00
Q2 2017
Shares 13,568 Value ($000) $1,409 Avg Close $73.20 Range $71.22 - $76.08
Q2 2013
Shares 4,506 Value ($000) $533 Avg Close $71.30 Range $67.05 - $75.45