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Essential Planning’s Chevron CVX Stock Holding History

Essential Planning’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-38,597
Closed -$5.9M – 124
2024
Q4 		$5.9M Buy
+38,597
New +$5.9M 0.04% 107