CP
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Capital Planning’s Chevron CVX Stock Holding History

Capital 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
Q2 		– Sell
-1,499
Closed -$251K – 85
2025
Q1 		$251K Sell
1,499
-179
-11% -$29.9K 0.07% 84
2024
Q4 		$243K Buy
1,678
+222
+15% +$32.2K 0.06% 84
2024
Q3 		$214K Buy
+1,456
New +$214K 0.06% 84