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Asset Planning Inc’s Chevron CVX Stock Holding History

Asset Planning Inc’s Portfolio CVX Stock Details CVX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.38M Buy
9,642
+47
+0.5% +$6.73K 1.04% 21
2025
Q1 		$1.61M Buy
9,595
+639
+7% +$107K 1.26% 18
2024
Q4 		$1.3M Buy
+8,956
New +$1.3M 0.99% 23