DEFINED WEALTH MANAGEMENT, LLC's ownership history for CVX


DEFINED WEALTH MANAGEMENT, LLC currently holds 4.7K shares with a market value of $963.6K. It started holding CVX on 2024-09-30. At its peak, it held 4.7K shares on 2026-03-31. Its highest holding value was $963.6K on 2026-03-31. At its lowest, it held 4.4K shares on 2025-06-30, with a value of $637.0K on 2025-06-30. In the recent 180 days, DEFINED WEALTH MANAGEMENT, LLC has increased its shares by 71. In the recent year, DEFINED WEALTH MANAGEMENT, LLC has increased its shares by 167.


DEFINED WEALTH MANAGEMENT, LLC's ownership history for CVX