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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.06M | Buy |
12,434
+87
| +0.7% | +$16.2K | 0.12% | 88 |
|
|
2026
Q1 | $2.55M | Buy |
12,347
+162
| +1% | +$29.5K | 0.17% | 63 |
|
|
2025
Q4 | $1.86M | Buy |
12,185
+425
| +4% | +$64.7K | 0.12% | 77 |
|
|
2025
Q3 | $1.83M | Buy |
11,760
+1,234
| +12% | +$191K | 0.13% | 75 |
|
|
2025
Q2 | $1.51M | Sell |
10,526
-63
| -0.6% | -$8.88K | 0.11% | 83 |
|
|
2025
Q1 | $1.77M | Buy |
10,589
+984
| +10% | +$154K | 0.15% | 69 |
|
|
2024
Q4 | $1.39M | Buy |
9,605
+868
| +10% | +$133K | 0.12% | 79 |
|
|
2024
Q3 | $1.29M | Sell |
8,737
-144
| -2% | -$21.4K | 0.12% | 80 |
|
|
2024
Q2 | $1.39M | Buy |
8,881
+219
| +3% | +$34.9K | 0.14% | 73 |
|
|
2024
Q1 | $1.37M | Buy |
8,662
+715
| +9% | +$108K | 0.14% | 69 |
|
|
2023
Q4 | $1.19M | Buy |
7,947
+861
| +12% | +$130K | 0.14% | 70 |
|
|
2023
Q3 | $1.19M | Buy |
7,086
+135
| +2% | +$21.8K | 0.15% | 70 |
|
|
2023
Q2 | $1.09M | Buy |
6,951
+247
| +4% | +$39.6K | 0.14% | 71 |
|
|
2023
Q1 | $1.09M | Buy |
6,704
+1,691
| +34% | +$284K | 0.15% | 69 |
|
|
2022
Q4 | $900K | Buy |
5,013
+218
| +5% | +$38K | 0.14% | 64 |
|
|
2022
Q3 | $689K | Sell |
4,795
-46
| -1% | -$7.01K | 0.13% | 69 |
|
|
2022
Q2 | $701K | Buy |
4,841
+271
| +6% | +$44.8K | 0.13% | 76 |
|
|
2022
Q1 | $744K | Buy |
4,570
+417
| +10% | +$59.8K | 0.13% | 77 |
|
|
2021
Q4 | $487K | Sell |
4,153
-314
| -7% | -$35.7K | 0.09% | 94 |
|
|
2021
Q3 | $453K | Buy |
4,467
+248
| +6% | +$24.7K | 0.1% | 94 |
|
|
2021
Q2 | $442K | Sell |
4,219
-843
| -17% | -$89K | 0.11% | 94 |
|
|
2021
Q1 | $530K | Buy |
5,062
+615
| +14% | +$60.1K | 0.15% | 74 |
|
|
2020
Q4 | $376K | Sell |
4,447
-43
| -1% | -$3.48K | 0.13% | 87 |
|
|
2020
Q3 | $323K | Sell |
4,490
-169
| -4% | -$14.2K | 0.13% | 87 |
|
|
2020
Q2 | $416K | Buy |
4,659
+235
| +5% | +$21K | 0.19% | 71 |
|
|
2020
Q1 | $321K | Buy |
4,424
+95
| +2% | +$9.39K | 0.2% | 67 |
|
|
2019
Q4 | $522K | Sell |
4,329
-56
| -1% | -$6.6K | 0.33% | 49 |
|
|
2019
Q3 | $520K | Sell |
4,385
-86
| -2% | -$10.4K | 0.36% | 46 |
|
|
2019
Q2 | $556K | Buy |
4,471
+193
| +5% | +$23.3K | 0.41% | 45 |
|
|
2019
Q1 | $527K | Sell |
4,278
-61
| -1% | -$7.22K | 0.41% | 45 |
|
|
2018
Q4 | $472K | Buy |
4,339
+6
| +0.1% | +$695 | 0.41% | 43 |
|
|
2018
Q3 | $530K | Sell |
4,333
-714
| -14% | -$86.6K | 0.45% | 40 |
|
|
2018
Q2 | $638K | Buy |
5,047
+22
| +0.4% | +$2.73K | 0.63% | 34 |
|
|
2018
Q1 | $573K | Buy |
5,025
+50
| +1% | +$5.98K | 0.58% | 36 |
|
|
2017
Q4 | $623K | Buy |
+4,975
| New | +$590K | 0.63% | 36 |
|
Other funds holding CVX
AACR
PDS Planning's CVX Position: Q2 2026 in Review
PDS Planning increased its Chevron (CVX) stake by 0.7% in Q2 2026, buying an estimated $16.2K and bringing the position to 12,434 shares worth $2.06M. The position accounts for 0.12% of the portfolio, ranked #88.
PDS Planning first reported a position in CVX in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.55M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- PDS Planning held 12,434 shares of Chevron worth $2.06M as of Q2 2026.
- PDS Planning bought 87 Chevron shares in Q2 2026, an estimated $16.2K.
- Chevron made up 0.12% of PDS Planning's portfolio in Q2 2026, its #88 holding.
- PDS Planning first reported a position in Chevron in Q4 2017 and has held it in 35 quarters since.
- PDS Planning's Chevron position peaked at $2.55M in Q1 2026.
- 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.