Total Wealth Planning, LLC's ownership history for CVX

Total Wealth Planning, LLC currently holds 11.0K shares with a market value of $1.7M. It started holding CVX on 2024-09-30. At its peak, it held 11.1K shares on 2024-12-31. Its highest holding value was $1.8M on 2025-03-31. At its lowest, it held 8.0K shares on 2024-09-30, with a value of $1.2M on 2024-09-30. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 87. In the recent year, Total Wealth Planning, LLC has increased its shares by 3.0K.