Life Planning Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
1,831
+337
| +23% | +$48.3K | 0.21% | 59 |
|
|
2025
Q1 | $250K | Buy |
+1,494
| New | +$250K | 0.23% | 55 |
|
|
2024
Q3 | – | Sell |
-1,284
| Closed | -$201K | – | 61 |
|
|
2024
Q2 | $201K | Hold |
1,284
| – | – | 0.18% | 62 |
|
|
2024
Q1 | $203K | Hold |
1,284
| – | – | 0.2% | 61 |
|
|
2023
Q4 | $192K | Buy |
+1,284
| New | +$192K | 0.19% | 59 |
|
|
2022
Q3 | $184K | Hold |
1,284
| – | – | 0.21% | 53 |
|
|
2022
Q2 | $186K | Hold |
1,284
| – | – | 0.21% | 50 |
|
|
2022
Q1 | $209K | Hold |
1,284
| – | – | 0.21% | 48 |
|
|
2021
Q4 | $150K | Buy |
+1,284
| New | +$150K | 0.15% | 52 |
|