Modern Wealth Management, LLC's ownership history for CVX

Modern Wealth Management, LLC currently holds 121.5K shares with a market value of $18.9M. It started holding CVX on 2024-09-30. At its peak, it held 121.5K shares on 2025-09-30. Its highest holding value was $18.9M on 2025-09-30. At its lowest, it held 25.5K shares on 2024-09-30, with a value of $3.8M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 12.6K. In the recent year, Modern Wealth Management, LLC has increased its shares by 96.0K.