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On October 7, 2025, Keystone Financial Planning, Inc. reported acquiring 53,772 shares of Chevron (NYSE:CVX) for approximately $8.33 million in Q3 2025, increasing its stake to 78,550 shares valued at $12.20 million as of September 30, 2025. This purchase now constitutes 3.5% of the firm’s reportable assets under management.
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