CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025

Shares 12,362 Value ($000) $1,884 Avg Close $151.40 Range $146.49 - $157.42

Q3 2025

Shares 12,535 Value ($000) $1,947 Avg Close $152.28 Range $139.38 - $160.07

Q2 2025

Shares 12,642 Value ($000) $1,810 Avg Close $137.00 Range $127.59 - $162.92

Q1 2025

Shares 12,854 Value ($000) $2,150 Avg Close $150.48 Range $139.03 - $163.27

Q4 2024

Shares 12,954 Value ($000) $1,876 Avg Close $145.50 Range $134.32 - $157.38

Q3 2024

Shares 12,954 Value ($000) $1,908 Avg Close $139.96 Range $128.07 - $153.70

Q2 2024

Shares 13,561 Value ($000) $2,121 Avg Close $148.39 Range $142.14 - $154.78

Q1 2024

Shares 13,712 Value ($000) $2,163 Avg Close $139.01 Range $127.92 - $146.52

Q4 2023

Shares 12,726 Value ($000) $1,898 Avg Close $137.80 Range $128.51 - $154.30

Q3 2023

Shares 13,186 Value ($000) $2,223 Avg Close $145.76 Range $136.18 - $155.68

Q2 2023

Shares 13,544 Value ($000) $2,131 Avg Close $143.24 Range $134.48 - $153.76

Q1 2023

Shares 13,975 Value ($000) $2,280 Avg Close $148.45 Range $133.33 - $165.57

Q4 2022

Shares 14,260 Value ($000) $2,559 Avg Close $153.23 Range $129.74 - $165.94

Q3 2022

Shares 14,660 Value ($000) $2,106 Avg Close $132.81 Range $114.90 - $145.95

Q2 2022

Shares 14,689 Value ($000) $2,127 Avg Close $142.70 Range $121.50 - $158.13

Q1 2022

Shares 14,660 Value ($000) $2,387 Avg Close $122.75 Range $99.81 - $150.27

Q4 2021

Shares 14,293 Value ($000) $1,677 Avg Close $96.10 Range $85.70 - $101.55

Q3 2021

Shares 14,321 Value ($000) $1,453 Avg Close $83.32 Range $78.11 - $88.90

Q2 2021

Shares 15,183 Value ($000) $1,590 Avg Close $87.09 Range $79.94 - $92.75

Q1 2021

Shares 15,373 Value ($000) $1,611 Avg Close $79.58 Range $67.83 - $92.41

Q4 2020

Shares 15,407 Value ($000) $1,301 Avg Close $65.02 Range $51.92 - $77.48

Q3 2020

Shares 15,370 Value ($000) $1,107 Avg Close $66.50 Range $56.18 - $73.06

Q2 2020

Shares 15,097 Value ($000) $1,347 Avg Close $69.83 Range $52.34 - $81.37

Q1 2020

Shares 15,221 Value ($000) $1,103 Avg Close $76.00 Range $39.95 - $93.91

Q4 2019

Shares 16,233 Value ($000) $1,956 Avg Close $89.68 Range $83.67 - $93.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	12,362	$1,884	$151.40	$146.49 - $157.42
Q3 2025	12,535	$1,947	$152.28	$139.38 - $160.07
Q2 2025	12,642	$1,810	$137.00	$127.59 - $162.92
Q1 2025	12,854	$2,150	$150.48	$139.03 - $163.27
Q4 2024	12,954	$1,876	$145.50	$134.32 - $157.38
Q3 2024	12,954	$1,908	$139.96	$128.07 - $153.70
Q2 2024	13,561	$2,121	$148.39	$142.14 - $154.78
Q1 2024	13,712	$2,163	$139.01	$127.92 - $146.52
Q4 2023	12,726	$1,898	$137.80	$128.51 - $154.30
Q3 2023	13,186	$2,223	$145.76	$136.18 - $155.68
Q2 2023	13,544	$2,131	$143.24	$134.48 - $153.76
Q1 2023	13,975	$2,280	$148.45	$133.33 - $165.57
Q4 2022	14,260	$2,559	$153.23	$129.74 - $165.94
Q3 2022	14,660	$2,106	$132.81	$114.90 - $145.95
Q2 2022	14,689	$2,127	$142.70	$121.50 - $158.13
Q1 2022	14,660	$2,387	$122.75	$99.81 - $150.27
Q4 2021	14,293	$1,677	$96.10	$85.70 - $101.55
Q3 2021	14,321	$1,453	$83.32	$78.11 - $88.90
Q2 2021	15,183	$1,590	$87.09	$79.94 - $92.75
Q1 2021	15,373	$1,611	$79.58	$67.83 - $92.41
Q4 2020	15,407	$1,301	$65.02	$51.92 - $77.48
Q3 2020	15,370	$1,107	$66.50	$56.18 - $73.06
Q2 2020	15,097	$1,347	$69.83	$52.34 - $81.37
Q1 2020	15,221	$1,103	$76.00	$39.95 - $93.91
Q4 2019	16,233	$1,956	$89.68	$83.67 - $93.16