CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025

Shares 52,949 Value ($000) $8,070 Avg Close $151.40 Range $146.49 - $157.42

Q3 2025

Shares 53,639 Value ($000) $8,330 Avg Close $152.28 Range $139.38 - $160.07

Q2 2025

Shares 53,001 Value ($000) $7,589 Avg Close $137.00 Range $127.59 - $162.92

Q1 2025

Shares 38,777 Value ($000) $6,487 Avg Close $150.48 Range $139.03 - $163.27

Q4 2024

Shares 39,102 Value ($000) $5,664 Avg Close $145.50 Range $134.32 - $157.38

Q3 2024

Shares 38,903 Value ($000) $5,729 Avg Close $139.96 Range $128.07 - $153.70

Q2 2024

Shares 37,052 Value ($000) $5,796 Avg Close $148.39 Range $142.14 - $154.78

Q1 2024

Shares 37,056 Value ($000) $5,845 Avg Close $139.01 Range $127.92 - $146.52

Q4 2023

Shares 35,687 Value ($000) $5,323 Avg Close $137.80 Range $128.51 - $154.30

Q3 2023

Shares 36,389 Value ($000) $6,136 Avg Close $145.76 Range $136.18 - $155.68

Q2 2023

Shares 37,489 Value ($000) $5,899 Avg Close $143.24 Range $134.48 - $153.76

Q1 2023

Shares 37,473 Value ($000) $6,114 Avg Close $148.45 Range $133.33 - $165.57

Q4 2022

Shares 40,414 Value ($000) $7,254 Avg Close $153.23 Range $129.74 - $165.94

Q3 2022

Shares 42,213 Value ($000) $60,548 Avg Close $132.81 Range $114.90 - $145.95

Q2 2022

Shares 43,005 Value ($000) $6,227 Avg Close $142.70 Range $121.50 - $158.13

Q1 2022

Shares 44,265 Value ($000) $7,208 Avg Close $122.75 Range $99.81 - $150.27

Q4 2021

Shares 45,440 Value ($000) $5,332 Avg Close $96.10 Range $85.70 - $101.55

Q3 2021

Shares 45,778 Value ($000) $4,344 Avg Close $83.32 Range $78.11 - $88.90

Q2 2021

Shares 45,278 Value ($000) $4,742 Avg Close $87.09 Range $79.94 - $92.75

Q1 2021

Shares 45,488 Value ($000) $4,767 Avg Close $79.58 Range $67.83 - $92.41

Q4 2020

Shares 42,446 Value ($000) $3,585 Avg Close $65.02 Range $51.92 - $77.48

Q3 2020

Shares 9,043 Value ($000) $651 Avg Close $66.50 Range $56.18 - $73.06

Q2 2020

Shares 9,560 Value ($000) $853 Avg Close $69.83 Range $52.34 - $81.37

Q1 2020

Shares 9,535 Value ($000) $691 Avg Close $76.00 Range $39.95 - $93.91

Q4 2019

Shares 5,343 Value ($000) $644 Avg Close $89.68 Range $83.67 - $93.16

Q3 2019

Shares 5,493 Value ($000) $651 Avg Close $91.54 Range $86.60 - $95.25

Q2 2019

Shares 4,918 Value ($000) $612 Avg Close $90.24 Range $85.29 - $94.65

Q1 2019

Shares 4,633 Value ($000) $571 Avg Close $87.45 Range $78.75 - $94.27

Q4 2018

Shares 3,023 Value ($000) $383 Avg Close $84.74 Range $73.69 - $92.92

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	52,949	$8,070	$151.40	$146.49 - $157.42
Q3 2025	53,639	$8,330	$152.28	$139.38 - $160.07
Q2 2025	53,001	$7,589	$137.00	$127.59 - $162.92
Q1 2025	38,777	$6,487	$150.48	$139.03 - $163.27
Q4 2024	39,102	$5,664	$145.50	$134.32 - $157.38
Q3 2024	38,903	$5,729	$139.96	$128.07 - $153.70
Q2 2024	37,052	$5,796	$148.39	$142.14 - $154.78
Q1 2024	37,056	$5,845	$139.01	$127.92 - $146.52
Q4 2023	35,687	$5,323	$137.80	$128.51 - $154.30
Q3 2023	36,389	$6,136	$145.76	$136.18 - $155.68
Q2 2023	37,489	$5,899	$143.24	$134.48 - $153.76
Q1 2023	37,473	$6,114	$148.45	$133.33 - $165.57
Q4 2022	40,414	$7,254	$153.23	$129.74 - $165.94
Q3 2022	42,213	$60,548	$132.81	$114.90 - $145.95
Q2 2022	43,005	$6,227	$142.70	$121.50 - $158.13
Q1 2022	44,265	$7,208	$122.75	$99.81 - $150.27
Q4 2021	45,440	$5,332	$96.10	$85.70 - $101.55
Q3 2021	45,778	$4,344	$83.32	$78.11 - $88.90
Q2 2021	45,278	$4,742	$87.09	$79.94 - $92.75
Q1 2021	45,488	$4,767	$79.58	$67.83 - $92.41
Q4 2020	42,446	$3,585	$65.02	$51.92 - $77.48
Q3 2020	9,043	$651	$66.50	$56.18 - $73.06
Q2 2020	9,560	$853	$69.83	$52.34 - $81.37
Q1 2020	9,535	$691	$76.00	$39.95 - $93.91
Q4 2019	5,343	$644	$89.68	$83.67 - $93.16
Q3 2019	5,493	$651	$91.54	$86.60 - $95.25
Q2 2019	4,918	$612	$90.24	$85.29 - $94.65
Q1 2019	4,633	$571	$87.45	$78.75 - $94.27
Q4 2018	3,023	$383	$84.74	$73.69 - $92.92