CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q1 2025
Shares 1,280 Value ($000) $214 Avg Close $150.48 Range $139.03 - $163.27
Q4 2023
Shares 2,425 Value ($000) $362 Avg Close $137.80 Range $128.51 - $154.30
Q3 2023
Shares 1,709 Value ($000) $288 Avg Close $145.76 Range $136.18 - $155.68
Q2 2023
Shares 1,708 Value ($000) $269 Avg Close $143.24 Range $134.48 - $153.76
Q1 2023
Shares 1,932 Value ($000) $315 Avg Close $148.45 Range $133.33 - $165.57
Q4 2022
Shares 2,476 Value ($000) $444 Avg Close $153.23 Range $129.74 - $165.94
Q3 2022
Shares 1,575 Value ($000) $226 Avg Close $132.81 Range $114.90 - $145.95
Q2 2022
Shares 1,574 Value ($000) $228 Avg Close $142.70 Range $121.50 - $158.13
Q1 2022
Shares 1,573 Value ($000) $256 Avg Close $122.75 Range $99.81 - $150.27
Q4 2020
Shares 13,735 Value ($000) $1,160 Avg Close $65.02 Range $51.92 - $77.48
Q3 2020
Shares 14,458 Value ($000) $1,041 Avg Close $66.50 Range $56.18 - $73.06
Q2 2020
Shares 14,704 Value ($000) $1,312 Avg Close $69.83 Range $52.34 - $81.37
Q1 2020
Shares 14,874 Value ($000) $1,078 Avg Close $76.00 Range $39.95 - $93.91
Q4 2019
Shares 14,793 Value ($000) $1,783 Avg Close $89.68 Range $83.67 - $93.16
Q3 2019
Shares 14,892 Value ($000) $1,766 Avg Close $91.54 Range $86.60 - $95.25
Q2 2019
Shares 15,586 Value ($000) $1,939 Avg Close $90.24 Range $85.29 - $94.65
Q1 2019
Shares 15,584 Value ($000) $1,920 Avg Close $87.45 Range $78.75 - $94.27
Q4 2018
Shares 15,705 Value ($000) $1,709 Avg Close $84.74 Range $73.69 - $92.92