CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

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

Q4 2025

Shares 23,896 Value ($000) $3,642 Avg Close $151.40 Range $146.49 - $157.42

Q3 2025

Shares 23,834 Value ($000) $3,701 Avg Close $152.28 Range $139.38 - $160.07

Q2 2025

Shares 23,727 Value ($000) $3,397 Avg Close $137.00 Range $127.59 - $162.92

Q1 2025

Shares 25,104 Value ($000) $4,200 Avg Close $150.48 Range $139.03 - $163.27

Q4 2024

Shares 25,216 Value ($000) $3,652 Avg Close $145.50 Range $134.32 - $157.38

Q3 2024

Shares 25,391 Value ($000) $3,739 Avg Close $139.96 Range $128.07 - $153.70

Q2 2024

Shares 25,970 Value ($000) $4,007 Avg Close $148.39 Range $142.14 - $154.78

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	23,896	$3,642	$151.40	$146.49 - $157.42
Q3 2025	23,834	$3,701	$152.28	$139.38 - $160.07
Q2 2025	23,727	$3,397	$137.00	$127.59 - $162.92
Q1 2025	25,104	$4,200	$150.48	$139.03 - $163.27
Q4 2024	25,216	$3,652	$145.50	$134.32 - $157.38
Q3 2024	25,391	$3,739	$139.96	$128.07 - $153.70
Q2 2024	25,970	$4,007	$148.39	$142.14 - $154.78