CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 86,332 Value ($000) $13,158 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 95,126 Value ($000) $14,772 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 96,934 Value ($000) $13,880 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 81,610 Value ($000) $13,652 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 76,218 Value ($000) $11,039 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 78,423 Value ($000) $11,549 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 69,628 Value ($000) $10,891 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 72,794 Value ($000) $11,483 Avg Close $139.01 Range $127.92 - $146.52
Q4 2023
Shares 69,541 Value ($000) $10,373 Avg Close $137.80 Range $128.51 - $154.30
Q3 2023
Shares 63,416 Value ($000) $10,693 Avg Close $145.76 Range $136.18 - $155.68
Q2 2023
Shares 33,099 Value ($000) $5,208 Avg Close $143.24 Range $134.48 - $153.76
Q1 2023
Shares 63,268 Value ($000) $10,323 Avg Close $148.45 Range $133.33 - $165.57
Q4 2022
Shares 116,496 Value ($000) $19,922 Avg Close $153.23 Range $129.74 - $165.94
Q3 2022
Shares 114,590 Value ($000) $19,770 Avg Close $132.81 Range $114.90 - $145.95
Q1 2022
Shares 108,777 Value ($000) $17,042 Avg Close $122.75 Range $99.81 - $150.27