Bernardo Wealth Planning LLC's ownership history for CVX

Bernardo Wealth Planning LLC currently holds 4.0K shares with a market value of $621.2K. It started holding CVX on 2024-09-30. At its peak, it held 4.0K shares on 2025-09-30. Its highest holding value was $634.5K on 2025-03-31. At its lowest, it held 3.8K shares on 2025-03-31, with a value of $551 on 2025-06-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 208. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 165.