CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 222,350 Value ($000) $33,888 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 230,039 Value ($000) $35,723 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 224,229 Value ($000) $32,107 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 219,663 Value ($000) $36,747 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 260,218 Value ($000) $37,690 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 260,157 Value ($000) $38,313 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 273,723 Value ($000) $42,816 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 262,029 Value ($000) $41,332 Avg Close $139.01 Range $127.92 - $146.52
Q4 2023
Shares 201,863 Value ($000) $30,110 Avg Close $137.80 Range $128.51 - $154.30
Q3 2023
Shares 151,684 Value ($000) $25,577 Avg Close $145.76 Range $136.18 - $155.68