PDS Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.83M | Buy |
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|
2025
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $900K | Buy |
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|
2022
Q3 | $689K | Sell |
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|
2022
Q2 | $701K | Buy |
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|
2022
Q1 | $744K | Buy |
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|
2021
Q4 | $487K | Sell |
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|
2021
Q3 | $453K | Buy |
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|
2021
Q2 | $442K | Sell |
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|
2021
Q1 | $530K | Buy |
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|
2020
Q4 | $376K | Sell |
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|
2020
Q3 | $323K | Sell |
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|
2020
Q2 | $416K | Buy |
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|
2020
Q1 | $321K | Buy |
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|
2019
Q4 | $522K | Sell |
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|
2019
Q3 | $520K | Sell |
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|
2019
Q2 | $556K | Buy |
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|
2019
Q1 | $527K | Sell |
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|
2018
Q4 | $472K | Buy |
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|
2018
Q3 | $530K | Sell |
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|
2018
Q2 | $638K | Buy |
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|
2018
Q1 | $573K | Buy |
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|
2017
Q4 | $623K | Buy |
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