Keystone Boosts Chevron Stake Amid Energy Shifts

According to a filing with the U.S. Securities and Exchange Commission dated October 7, 2025, Keystone Financial Planning, Inc. increased its position in Chevron by 53,772 shares during the third quarter of 2025. The estimated value of the trade was $8.33 million, based on the period’s average share price. The fund reported a post-trade stake of 78,550 Chevron shares, valued at $12.20 million as of September 30, 2025. A modest increase, one might argue, though not without its charms.





