CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 2,258 Value ($000) $344 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 2,196 Value ($000) $341 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 2,196 Value ($000) $0 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 2,266 Value ($000) $0 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 2,263 Value ($000) $0 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 2,293 Value ($000) $0 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 2,277 Value ($000) $0 Avg Close $148.39 Range $142.14 - $154.78
Q2 2023
Shares 2,238 Value ($000) $0 Avg Close $143.24 Range $134.48 - $153.76
Q1 2023
Shares 371,352 Value ($000) $0 Avg Close $148.45 Range $133.33 - $165.57
Q3 2021
Shares 2,752 Value ($000) $279 Avg Close $83.32 Range $78.11 - $88.90
Q4 2020
Shares 2,678 Value ($000) $226 Avg Close $65.02 Range $51.92 - $77.48