CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025
Shares 32,936 Value ($000) $5,020 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 32,350 Value ($000) $5,001 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 31,803 Value ($000) $4,554 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 29,273 Value ($000) $4,897 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 29,370 Value ($000) $4,386 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 30,846 Value ($000) $4,543 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 28,073 Value ($000) $4,391 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 28,034 Value ($000) $4,422 Avg Close $139.01 Range $127.92 - $146.52
Q4 2023
Shares 27,768 Value ($000) $4,142 Avg Close $137.80 Range $128.51 - $154.30
Q3 2023
Shares 27,528 Value ($000) $3,975 Avg Close $145.76 Range $136.18 - $155.68
Q2 2023
Shares 25,050 Value ($000) $3,942 Avg Close $143.24 Range $134.48 - $153.76
Q1 2023
Shares 25,222 Value ($000) $4,115 Avg Close $148.45 Range $133.33 - $165.57
Q4 2022
Shares 25,985 Value ($000) $4,664 Avg Close $153.23 Range $129.74 - $165.94
Q3 2022
Shares 15,449 Value ($000) $2,748 Avg Close $132.81 Range $114.90 - $145.95
Q2 2022
Shares 15,492 Value ($000) $2,300 Avg Close $142.70 Range $121.50 - $158.13
Q1 2022
Shares 15,707 Value ($000) $2,558 Avg Close $122.75 Range $99.81 - $150.27
Q4 2021
Shares 18,197 Value ($000) $2,210 Avg Close $96.10 Range $85.70 - $101.55
Q3 2021
Shares 18,067 Value ($000) $1,833 Avg Close $83.32 Range $78.11 - $88.90
Q2 2021
Shares 17,817 Value ($000) $1,866 Avg Close $87.09 Range $79.94 - $92.75
Q1 2021
Shares 17,145 Value ($000) $1,448 Avg Close $79.58 Range $67.83 - $92.41
Q4 2020
Shares 15,720 Value ($000) $1,132 Avg Close $65.02 Range $51.92 - $77.48
Q3 2020
Shares 18,311 Value ($000) $1,321 Avg Close $66.50 Range $56.18 - $73.06
Q2 2020
Shares 18,706 Value ($000) $1,615 Avg Close $69.83 Range $52.34 - $81.37
Q1 2020
Shares 20,190 Value ($000) $1,623 Avg Close $76.00 Range $39.95 - $93.91
Q4 2019
Shares 20,031 Value ($000) $2,211 Avg Close $89.68 Range $83.67 - $93.16
Q3 2019
Shares 20,604 Value ($000) $2,393 Avg Close $91.54 Range $86.60 - $95.25
Q2 2019
Shares 21,782 Value ($000) $2,711 Avg Close $90.24 Range $85.29 - $94.65
Q1 2019
Shares 24,197 Value ($000) $2,998 Avg Close $87.45 Range $78.75 - $94.27
Q4 2018
Shares 25,007 Value ($000) $2,721 Avg Close $84.74 Range $73.69 - $92.92
Q3 2018
Shares 23,794 Value ($000) $2,782 Avg Close $87.91 Range $82.57 - $92.72
Q2 2018
Shares 15,056 Value ($000) $1,717 Avg Close $89.14 Range $79.04 - $94.05
Q1 2018
Shares 15,371 Value ($000) $1,753 Avg Close $85.03 Range $76.48 - $94.79
Q4 2017
Shares 15,466 Value ($000) $1,936 Avg Close $83.55 Range $78.96 - $89.35
Q3 2017
Shares 16,393 Value ($000) $1,926 Avg Close $76.20 Range $71.22 - $83.00
Q2 2017
Shares 19,343 Value ($000) $2,018 Avg Close $73.20 Range $71.22 - $76.08
Q1 2017
Shares 20,688 Value ($000) $2,221 Avg Close $76.76 Range $72.75 - $81.03
Q4 2016
Shares 26,811 Value ($000) $3,156 Avg Close $73.80 Range $67.16 - $81.03
Q3 2016
Shares 28,466 Value ($000) $2,930 Avg Close $68.48 Range $65.32 - $71.77
Q2 2016
Shares 31,169 Value ($000) $3,267 Avg Close $66.76 Range $61.02 - $70.05
Q1 2016
Shares 32,089 Value ($000) $3,061 Avg Close $57.42 Range $49.11 - $64.64
Q4 2015
Shares 28,793 Value ($000) $2,590 Avg Close $58.43 Range $49.79 - $63.53
Q3 2015
Shares 23,522 Value ($000) $1,855 Avg Close $53.85 Range $44.81 - $61.49
Q2 2015
Shares 24,542 Value ($000) $2,367 Avg Close $66.45 Range $61.20 - $70.66
Q1 2015
Shares 22,719 Value ($000) $2,447 Avg Close $66.90 Range $61.67 - $71.12
Q4 2014
Shares 8,777 Value ($000) $985 Avg Close $70.52 Range $62.46 - $74.25