PP
PDS Planning’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
10,526
-63
| -0.6% | -$9.02K | 0.11% | 83 |
|
|
2025
Q1 | $1.77M | Buy |
10,589
+984
| +10% | +$165K | 0.15% | 69 |
|
|
2024
Q4 | $1.39M | Buy |
9,605
+868
| +10% | +$126K | 0.12% | 79 |
|
|
2024
Q3 | $1.29M | Sell |
8,737
-144
| -2% | -$21.2K | 0.12% | 80 |
|
|
2024
Q2 | $1.39M | Buy |
8,881
+219
| +3% | +$34.3K | 0.14% | 73 |
|
|
2024
Q1 | $1.37M | Buy |
8,662
+715
| +9% | +$113K | 0.14% | 69 |
|
|
2023
Q4 | $1.19M | Buy |
7,947
+861
| +12% | +$128K | 0.14% | 70 |
|
|
2023
Q3 | $1.19M | Buy |
7,086
+135
| +2% | +$22.8K | 0.15% | 70 |
|
|
2023
Q2 | $1.09M | Buy |
6,951
+247
| +4% | +$38.9K | 0.14% | 71 |
|
|
2023
Q1 | $1.09M | Buy |
6,704
+1,691
| +34% | +$276K | 0.15% | 69 |
|
|
2022
Q4 | $900K | Buy |
5,013
+218
| +5% | +$39.1K | 0.14% | 64 |
|
|
2022
Q3 | $689K | Sell |
4,795
-46
| -1% | -$6.61K | 0.13% | 69 |
|
|
2022
Q2 | $701K | Buy |
4,841
+271
| +6% | +$39.2K | 0.13% | 76 |
|
|
2022
Q1 | $744K | Buy |
4,570
+417
| +10% | +$67.9K | 0.13% | 77 |
|
|
2021
Q4 | $487K | Sell |
4,153
-314
| -7% | -$36.8K | 0.09% | 94 |
|
|
2021
Q3 | $453K | Buy |
4,467
+248
| +6% | +$25.2K | 0.1% | 94 |
|
|
2021
Q2 | $442K | Sell |
4,219
-843
| -17% | -$88.3K | 0.11% | 94 |
|
|
2021
Q1 | $530K | Buy |
5,062
+615
| +14% | +$64.4K | 0.15% | 74 |
|
|
2020
Q4 | $376K | Sell |
4,447
-43
| -1% | -$3.64K | 0.13% | 87 |
|
|
2020
Q3 | $323K | Sell |
4,490
-169
| -4% | -$12.2K | 0.13% | 87 |
|
|
2020
Q2 | $416K | Buy |
4,659
+235
| +5% | +$21K | 0.19% | 71 |
|
|
2020
Q1 | $321K | Buy |
4,424
+95
| +2% | +$6.89K | 0.2% | 67 |
|
|
2019
Q4 | $522K | Sell |
4,329
-56
| -1% | -$6.75K | 0.33% | 49 |
|
|
2019
Q3 | $520K | Sell |
4,385
-86
| -2% | -$10.2K | 0.36% | 46 |
|
|
2019
Q2 | $556K | Buy |
4,471
+193
| +5% | +$24K | 0.41% | 45 |
|
|
2019
Q1 | $527K | Sell |
4,278
-61
| -1% | -$7.51K | 0.41% | 45 |
|
|
2018
Q4 | $472K | Buy |
4,339
+6
| +0.1% | +$653 | 0.41% | 43 |
|
|
2018
Q3 | $530K | Sell |
4,333
-714
| -14% | -$87.3K | 0.45% | 40 |
|
|
2018
Q2 | $638K | Buy |
5,047
+22
| +0.4% | +$2.78K | 0.63% | 34 |
|
|
2018
Q1 | $573K | Buy |
5,025
+50
| +1% | +$5.7K | 0.58% | 36 |
|
|
2017
Q4 | $623K | Buy |
+4,975
| New | +$623K | 0.63% | 36 |
|