Circle Wealth Management, LLC's ownership history for CVX

Circle Wealth Management, LLC currently holds 1.4K shares with a market value of $210.9K. It started holding CVX on 2025-06-30. At its peak, it held 1.7K shares on 2025-06-30. Its highest holding value was $239.6K on 2025-06-30. At its lowest, it held 1.4K shares on 2025-12-31, with a value of $210.9K on 2025-12-31. In the recent 180 days, Circle Wealth Management, LLC has decreased its shares by 289.