CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 147,432 Value ($000) $22,470 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 121,067 Value ($000) $18,801 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 121,789 Value ($000) $17,439 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 112,189 Value ($000) $18,768 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 83,976 Value ($000) $12,163 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 91,859 Value ($000) $13,528 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 80,708 Value ($000) $12,624 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 63,214 Value ($000) $9,971 Avg Close $139.01 Range $127.92 - $146.52
Q4 2023
Shares 67,874 Value ($000) $10,124 Avg Close $137.80 Range $128.51 - $154.30