CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q4 2025
Shares 32,234 Value ($000) $4,913 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 31,260 Value ($000) $4,854 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 28,170 Value ($000) $4,034 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 28,990 Value ($000) $4,850 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 27,114 Value ($000) $3,927 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 32,021 Value ($000) $4,716 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 31,358 Value ($000) $4,905 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 31,202 Value ($000) $4,922 Avg Close $139.01 Range $127.92 - $146.52
Q4 2023
Shares 30,327 Value ($000) $4,524 Avg Close $137.80 Range $128.51 - $154.30
Q3 2023
Shares 28,683 Value ($000) $4,836 Avg Close $145.76 Range $136.18 - $155.68
Q2 2023
Shares 23,476 Value ($000) $3,694 Avg Close $143.24 Range $134.48 - $153.76
Q1 2023
Shares 27,994 Value ($000) $4,567 Avg Close $148.45 Range $133.33 - $165.57
Q4 2022
Shares 28,651 Value ($000) $5,143 Avg Close $153.23 Range $129.74 - $165.94
Q3 2022
Shares 35,372 Value ($000) $5,082 Avg Close $132.81 Range $114.90 - $145.95
Q2 2022
Shares 39,592 Value ($000) $5,732 Avg Close $142.70 Range $121.50 - $158.13
Q1 2022
Shares 44,619 Value ($000) $7,265 Avg Close $122.75 Range $99.81 - $150.27
Q4 2021
Shares 44,493 Value ($000) $5,221 Avg Close $96.10 Range $85.70 - $101.55
Q3 2021
Shares 40,732 Value ($000) $4,132 Avg Close $83.32 Range $78.11 - $88.90
Q2 2021
Shares 38,013 Value ($000) $3,981 Avg Close $87.09 Range $79.94 - $92.75
Q1 2021
Shares 37,262 Value ($000) $3,905 Avg Close $79.58 Range $67.83 - $92.41
Q4 2020
Shares 24,766 Value ($000) $2,091 Avg Close $65.02 Range $51.92 - $77.48
Q3 2020
Shares 26,294 Value ($000) $1,893 Avg Close $66.50 Range $56.18 - $73.06
Q2 2020
Shares 29,403 Value ($000) $2,624 Avg Close $69.83 Range $52.34 - $81.37
Q1 2020
Shares 27,587 Value ($000) $1,999 Avg Close $76.00 Range $39.95 - $93.91
Q4 2019
Shares 33,882 Value ($000) $4,083 Avg Close $89.68 Range $83.67 - $93.16
Q3 2019
Shares 31,215 Value ($000) $3,702 Avg Close $91.54 Range $86.60 - $95.25
Q2 2019
Shares 34,028 Value ($000) $4,234 Avg Close $90.24 Range $85.29 - $94.65
Q1 2019
Shares 33,508 Value ($000) $4,128 Avg Close $87.45 Range $78.75 - $94.27
Q4 2018
Shares 33,539 Value ($000) $3,649 Avg Close $84.74 Range $73.69 - $92.92
Q3 2018
Shares 31,567 Value ($000) $3,860 Avg Close $87.91 Range $82.57 - $92.72
Q2 2018
Shares 20,511 Value ($000) $2,593 Avg Close $89.14 Range $79.04 - $94.05
Q1 2018
Shares 28,795 Value ($000) $3,284 Avg Close $85.03 Range $76.48 - $94.79
Q4 2017
Shares 28,526 Value ($000) $3,571 Avg Close $83.55 Range $78.96 - $89.35
Q3 2017
Shares 25,490 Value ($000) $2,995 Avg Close $76.20 Range $71.22 - $83.00
Q2 2017
Shares 22,646 Value ($000) $2,363 Avg Close $73.20 Range $71.22 - $76.08
Q1 2017
Shares 18,761 Value ($000) $2,014 Avg Close $76.76 Range $72.75 - $81.03
Q4 2016
Shares 10,506 Value ($000) $1,237 Avg Close $73.80 Range $67.16 - $81.03
Q3 2016
Shares 10,712 Value ($000) $1,102 Avg Close $68.48 Range $65.32 - $71.77
Q2 2016
Shares 10,542 Value ($000) $1,105 Avg Close $66.76 Range $61.02 - $70.05
Q1 2016
Shares 10,542 Value ($000) $1,006 Avg Close $57.42 Range $49.11 - $64.64
Q4 2015
Shares 12,257 Value ($000) $1,103 Avg Close $58.43 Range $49.79 - $63.53
Q3 2015
Shares 11,057 Value ($000) $872 Avg Close $53.85 Range $44.81 - $61.49
Q2 2015
Shares 23,713 Value ($000) $2,288 Avg Close $66.45 Range $61.20 - $70.66
Q1 2015
Shares 22,668 Value ($000) $2,380 Avg Close $66.90 Range $61.67 - $71.12
Q4 2014
Shares 22,241 Value ($000) $2,495 Avg Close $70.52 Range $62.46 - $74.25