CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 34,381 Value ($000) $5,240 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 36,853 Value ($000) $5,723 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 33,007 Value ($000) $4,726 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 32,862 Value ($000) $5,497 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 36,561 Value ($000) $5,296 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 32,401 Value ($000) $4,772 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 31,524 Value ($000) $4,931 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 31,776 Value ($000) $5,012 Avg Close $139.01 Range $127.92 - $146.52
Q4 2023
Shares 31,204 Value ($000) $4,654 Avg Close $137.80 Range $128.51 - $154.30
Q3 2023
Shares 32,730 Value ($000) $5,519 Avg Close $145.76 Range $136.18 - $155.68
Q2 2023
Shares 31,909 Value ($000) $5,021 Avg Close $143.24 Range $134.48 - $153.76
Q1 2023
Shares 29,766 Value ($000) $4,857 Avg Close $148.45 Range $133.33 - $165.57
Q4 2022
Shares 29,880 Value ($000) $5,363 Avg Close $153.23 Range $129.74 - $165.94
Q3 2022
Shares 28,981 Value ($000) $4,164 Avg Close $132.81 Range $114.90 - $145.95
Q2 2022
Shares 29,065 Value ($000) $4,208 Avg Close $142.70 Range $121.50 - $158.13
Q1 2022
Shares 28,752 Value ($000) $4,681 Avg Close $122.75 Range $99.81 - $150.27
Q4 2021
Shares 26,407 Value ($000) $3,099 Avg Close $96.10 Range $85.70 - $101.55