CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 53,378 Value ($000) $8,135 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 49,495 Value ($000) $7,686 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 45,633 Value ($000) $6,534 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 36,079 Value ($000) $6,036 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 29,159 Value ($000) $4,223 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 15,225 Value ($000) $2,242 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 11,421 Value ($000) $1,786 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 6,979 Value ($000) $1,101 Avg Close $139.01 Range $127.92 - $146.52
Q4 2023
Shares 6,951 Value ($000) $1,037 Avg Close $137.80 Range $128.51 - $154.30
Q3 2023
Shares 6,812 Value ($000) $1,149 Avg Close $145.76 Range $136.18 - $155.68
Q2 2023
Shares 5,194 Value ($000) $817 Avg Close $143.24 Range $134.48 - $153.76
Q1 2023
Shares 4,259 Value ($000) $695 Avg Close $148.45 Range $133.33 - $165.57
Q4 2022
Shares 4,300 Value ($000) $772 Avg Close $153.23 Range $129.74 - $165.94
Q3 2022
Shares 7,449 Value ($000) $1,070,245 Avg Close $132.81 Range $114.90 - $145.95
Q2 2022
Shares 8,279 Value ($000) $1,198,692 Avg Close $142.70 Range $121.50 - $158.13
Q1 2022
Shares 8,370 Value ($000) $1,362,893 Avg Close $122.75 Range $99.81 - $150.27
Q4 2021
Shares 7,690 Value ($000) $902,425 Avg Close $96.10 Range $85.70 - $101.55
Q3 2021
Shares 7,180 Value ($000) $728,412 Avg Close $83.32 Range $78.11 - $88.90
Q2 2021
Shares 2,957 Value ($000) $309,716 Avg Close $87.09 Range $79.94 - $92.75