CHEVRON CORP NEW

Ticker: CVX CUSIP: 166764100 Class: Common Stock

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 1,370 Value ($000) $209 Avg Close $151.40 Range $146.49 - $157.42
Q3 2025
Shares 1,849 Value ($000) $287 Avg Close $152.28 Range $139.38 - $160.07
Q2 2025
Shares 1,849 Value ($000) $265 Avg Close $137.00 Range $127.59 - $162.92
Q1 2025
Shares 2,129 Value ($000) $356 Avg Close $150.48 Range $139.03 - $163.27
Q4 2024
Shares 2,079 Value ($000) $301 Avg Close $145.50 Range $134.32 - $157.38
Q3 2024
Shares 2,154 Value ($000) $317 Avg Close $139.96 Range $128.07 - $153.70
Q2 2024
Shares 1,874 Value ($000) $293 Avg Close $148.39 Range $142.14 - $154.78
Q1 2024
Shares 1,874 Value ($000) $296 Avg Close $139.01 Range $127.92 - $146.52
Q4 2023
Shares 1,873 Value ($000) $279 Avg Close $137.80 Range $128.51 - $154.30
Q3 2023
Shares 1,873 Value ($000) $316 Avg Close $145.76 Range $136.18 - $155.68
Q2 2023
Shares 1,523 Value ($000) $240 Avg Close $143.24 Range $134.48 - $153.76
Q1 2023
Shares 2,087 Value ($000) $341 Avg Close $148.45 Range $133.33 - $165.57
Q4 2022
Shares 2,087 Value ($000) $375 Avg Close $153.23 Range $129.74 - $165.94
Q3 2022
Shares 2,074 Value ($000) $298 Avg Close $132.81 Range $114.90 - $145.95
Q1 2022
Shares 1,266 Value ($000) $206 Avg Close $122.75 Range $99.81 - $150.27
Q2 2020
Shares 2,586 Value ($000) $231 Avg Close $69.83 Range $52.34 - $81.37
Q4 2019
Shares 2,236 Value ($000) $269 Avg Close $89.68 Range $83.67 - $93.16