CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 10,966 Value ($000) $1,703 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 10,932 Value ($000) $1,565 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 11,053 Value ($000) $1,849 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 11,062 Value ($000) $1,602 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 7,985 Value ($000) $1,176 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 5,060 Value ($000) $798 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 5,126 Value ($000) $809 Avg Close $139.01 Range $127.92 - $146.52
Q4 2023
Shares 5,246 Value ($000) $782 Avg Close $137.80 Range $128.51 - $154.30
Q3 2023
Shares 5,346 Value ($000) $901 Avg Close $145.76 Range $136.18 - $155.68
Q2 2023
Shares 5,262 Value ($000) $828 Avg Close $143.24 Range $134.48 - $153.76
Q1 2023
Shares 5,207 Value ($000) $850 Avg Close $148.45 Range $133.33 - $165.57
Q4 2022
Shares 5,174 Value ($000) $929 Avg Close $153.23 Range $129.74 - $165.94
Q3 2022
Shares 6,302 Value ($000) $905 Avg Close $132.81 Range $114.90 - $145.95
Q2 2022
Shares 6,227 Value ($000) $901 Avg Close $142.70 Range $121.50 - $158.13
Q1 2022
Shares 7,503 Value ($000) $1,222 Avg Close $122.75 Range $99.81 - $150.27
Q4 2021
Shares 16,285 Value ($000) $2,006 Avg Close $96.10 Range $85.70 - $101.55
Q3 2021
Shares 9,484 Value ($000) $962 Avg Close $83.32 Range $78.11 - $88.90
Q2 2021
Shares 9,242 Value ($000) $968 Avg Close $87.09 Range $79.94 - $92.75
Q1 2021
Shares 10,472 Value ($000) $1,097 Avg Close $79.58 Range $67.83 - $92.41
Q4 2020
Shares 12,638 Value ($000) $1,067 Avg Close $65.02 Range $51.92 - $77.48
Q3 2020
Shares 16,121 Value ($000) $1,161 Avg Close $66.50 Range $56.18 - $73.06
Q2 2020
Shares 16,010 Value ($000) $1,429 Avg Close $69.83 Range $52.34 - $81.37
Q1 2020
Shares 15,922 Value ($000) $1,154 Avg Close $76.00 Range $39.95 - $93.91
Q4 2019
Shares 15,958 Value ($000) $1,923 Avg Close $89.68 Range $83.67 - $93.16
Q3 2019
Shares 15,896 Value ($000) $1,885 Avg Close $91.54 Range $86.60 - $95.25
Q2 2019
Shares 16,337 Value ($000) $2,033 Avg Close $90.24 Range $85.29 - $94.65
Q1 2019
Shares 16,285 Value ($000) $2,006 Avg Close $87.45 Range $78.75 - $94.27
Q4 2018
Shares 16,228 Value ($000) $1,765 Avg Close $84.74 Range $73.69 - $92.92