Modern Wealth Management, LLC's ownership history for CVX

Modern Wealth Management, LLC currently holds 80.4K shares with a market value of $15.9M. It started holding CVX on 2024-09-30. At its peak, it held 126.0K shares on 2025-12-31. Its highest holding value was $19.2M on 2025-12-31. 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 decreased its shares by 41.1K. In the recent year, Modern Wealth Management, LLC has decreased its shares by 28.5K.