CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 49,029 Value ($000) $7,473 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 125,742 Value ($000) $19,527 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 121,959 Value ($000) $17,463 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 119,296 Value ($000) $19,957 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 117,062 Value ($000) $16,955 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 108,767 Value ($000) $16,018 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 107,401 Value ($000) $16,800 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 105,636 Value ($000) $16,663 Avg Close $139.01 Range $127.92 - $146.52
Q4 2023
Shares 102,575 Value ($000) $15,300 Avg Close $137.80 Range $128.51 - $154.30
Q3 2023
Shares 106,355 Value ($000) $17,934 Avg Close $145.76 Range $136.18 - $155.68
Q2 2023
Shares 104,336 Value ($000) $16,417 Avg Close $143.24 Range $134.48 - $153.76
Q1 2023
Shares 92,037 Value ($000) $15 Avg Close $148.45 Range $133.33 - $165.57
Q4 2022
Shares 31,987 Value ($000) $6 Avg Close $153.23 Range $129.74 - $165.94
Q3 2022
Shares 30,497 Value ($000) $4,382 Avg Close $132.81 Range $114.90 - $145.95
Q2 2022
Shares 28,031 Value ($000) $4,058 Avg Close $142.70 Range $121.50 - $158.13
Q1 2022
Shares 26,315 Value ($000) $4,285 Avg Close $122.75 Range $99.81 - $150.27
Q4 2021
Shares 30,705 Value ($000) $3,603 Avg Close $96.10 Range $85.70 - $101.55
Q3 2021
Shares 25,181 Value ($000) $2,555 Avg Close $83.32 Range $78.11 - $88.90
Q2 2021
Shares 21,754 Value ($000) $2,279 Avg Close $87.09 Range $79.94 - $92.75
Q1 2021
Shares 19,342 Value ($000) $2,027 Avg Close $79.58 Range $67.83 - $92.41
Q4 2020
Shares 19,272 Value ($000) $1,628 Avg Close $65.02 Range $51.92 - $77.48
Q3 2020
Shares 22,247 Value ($000) $1,602 Avg Close $66.50 Range $56.18 - $73.06
Q2 2020
Shares 20,203 Value ($000) $1,803 Avg Close $69.83 Range $52.34 - $81.37
Q1 2020
Shares 18,643 Value ($000) $1,351 Avg Close $76.00 Range $39.95 - $93.91
Q4 2019
Shares 23,612 Value ($000) $2,845 Avg Close $89.68 Range $83.67 - $93.16
Q3 2019
Shares 15,223 Value ($000) $1,805 Avg Close $91.54 Range $86.60 - $95.25
Q2 2019
Shares 12,798 Value ($000) $1,565 Avg Close $90.24 Range $85.29 - $94.65
Q1 2019
Shares 10,485 Value ($000) $1,292 Avg Close $87.45 Range $78.75 - $94.27
Q4 2018
Shares 6,008 Value ($000) $654 Avg Close $84.74 Range $73.69 - $92.92
Q3 2018
Shares 5,923 Value ($000) $737 Avg Close $87.91 Range $82.57 - $92.72
Q2 2018
Shares 5,387 Value ($000) $669 Avg Close $89.14 Range $79.04 - $94.05
Q1 2018
Shares 5,076 Value ($000) $570 Avg Close $85.03 Range $76.48 - $94.79
Q4 2017
Shares 4,846 Value ($000) $623 Avg Close $83.55 Range $78.96 - $89.35