WealthPlan Investment Management, LLC's ownership history for CVX

WealthPlan Investment Management, LLC currently holds 78.4K shares with a market value of $16.2M. It started holding CVX on 2024-09-30. At its peak, it held 96.9K shares on 2025-06-30. Its highest holding value was $16.2M on 2026-03-31. At its lowest, it held 76.2K shares on 2024-12-31, with a value of $11.0M on 2024-12-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 16.7K. In the recent year, WealthPlan Investment Management, LLC has decreased its shares by 3.2K.