Institute for Wealth Management, LLC.'s ownership history for CVX

Institute for Wealth Management, LLC. currently holds 11.2K shares with a market value of $2.3M. It started holding CVX on 2024-09-30. At its peak, it held 11.5K shares on 2025-12-31. Its highest holding value was $2.3M on 2026-03-31. At its lowest, it held 3.9K shares on 2025-03-31, with a value of $563.4K on 2024-12-31. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 188. In the recent year, Institute for Wealth Management, LLC. has increased its shares by 7.3K.