CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

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

Q4 2025
Shares 1,699 Value ($000) $259 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 1,656 Value ($000) $257 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 1,790 Value ($000) $256 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 1,853 Value ($000) $310 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 1,842 Value ($000) $267 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 1,788 Value ($000) $263 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 1,812 Value ($000) $283 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 1,890 Value ($000) $298 Avg Close $139.01 Range $127.92 - $146.52
Q4 2023
Shares 1,899 Value ($000) $283 Avg Close $137.80 Range $128.51 - $154.30