CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 3,072 Value ($000) $468 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 2,908 Value ($000) $452 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 2,929 Value ($000) $419 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 2,908 Value ($000) $486 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 2,612 Value ($000) $378 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 2,609 Value ($000) $384 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 2,622 Value ($000) $410 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 2,660 Value ($000) $420 Avg Close $139.01 Range $127.92 - $146.52
Q3 2023
Shares 2,744 Value ($000) $463 Avg Close $145.76 Range $136.18 - $155.68
Q2 2023
Shares 2,777 Value ($000) $437 Avg Close $143.24 Range $134.48 - $153.76
Q1 2023
Shares 2,719 Value ($000) $444 Avg Close $148.45 Range $133.33 - $165.57
Q4 2022
Shares 2,709 Value ($000) $486 Avg Close $153.23 Range $129.74 - $165.94
Q3 2022
Shares 3,895 Value ($000) $560 Avg Close $132.81 Range $114.90 - $145.95
Q2 2022
Shares 1,725 Value ($000) $250 Avg Close $142.70 Range $121.50 - $158.13
Q1 2022
Shares 1,725 Value ($000) $281 Avg Close $122.75 Range $99.81 - $150.27
Q4 2021
Shares 1,725 Value ($000) $202 Avg Close $96.10 Range $85.70 - $101.55
Q2 2019
Shares 1,646 Value ($000) $205 Avg Close $90.24 Range $85.29 - $94.65
Q1 2019
Shares 1,646 Value ($000) $203 Avg Close $87.45 Range $78.75 - $94.27
Q3 2018
Shares 1,746 Value ($000) $214 Avg Close $87.91 Range $82.57 - $92.72
Q2 2018
Shares 1,746 Value ($000) $221 Avg Close $89.14 Range $79.04 - $94.05
Q2 2017
Shares 1,943 Value ($000) $203 Avg Close $73.20 Range $71.22 - $76.08