CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 6,509 Value ($000) $1,085 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 6,602 Value ($000) $1,017 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 6,126 Value ($000) $939 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 5,436 Value ($000) $737 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 6,284 Value ($000) $962 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 7,946 Value ($000) $1,182 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 6,996 Value ($000) $1,085 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 7,109 Value ($000) $1,111 Avg Close $139.01 Range $127.92 - $146.52
Q4 2023
Shares 7,129 Value ($000) $1,011 Avg Close $137.80 Range $128.51 - $154.30
Q3 2023
Shares 6,819 Value ($000) $1,153 Avg Close $145.76 Range $136.18 - $155.68
Q2 2023
Shares 6,776 Value ($000) $1,066 Avg Close $143.24 Range $134.48 - $153.76
Q1 2023
Shares 5,977 Value ($000) $1,000 Avg Close $148.45 Range $133.33 - $165.57
Q4 2022
Shares 6,000 Value ($000) $1,026 Avg Close $153.23 Range $129.74 - $165.94