CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Heritage Financial Services, LLC's Holding History (CIK: 0001752035)

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

Q4 2025
Shares 3,029 Value ($000) $462 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 3,152 Value ($000) $489 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 3,016 Value ($000) $432 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 3,172 Value ($000) $531 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 3,625 Value ($000) $525 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 3,994 Value ($000) $588 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 3,294 Value ($000) $515 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 3,370 Value ($000) $532 Avg Close $139.01 Range $127.92 - $146.52
Q4 2023
Shares 3,246 Value ($000) $484 Avg Close $137.80 Range $128.51 - $154.30
Q3 2023
Shares 2,034 Value ($000) $343 Avg Close $145.76 Range $136.18 - $155.68
Q2 2023
Shares 1,959 Value ($000) $308 Avg Close $143.24 Range $134.48 - $153.76
Q1 2023
Shares 2,136 Value ($000) $349 Avg Close $148.45 Range $133.33 - $165.57
Q4 2022
Shares 2,137 Value ($000) $384 Avg Close $153.23 Range $129.74 - $165.94
Q3 2022
Shares 1,984 Value ($000) $285 Avg Close $132.81 Range $114.90 - $145.95
Q2 2022
Shares 2,167 Value ($000) $313 Avg Close $142.70 Range $121.50 - $158.13
Q1 2022
Shares 3,550 Value ($000) $578 Avg Close $122.75 Range $99.81 - $150.27
Q4 2021
Shares 3,056 Value ($000) $358 Avg Close $96.10 Range $85.70 - $101.55