Plan Group Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
19,970
+1,746
| +10% | +$250K | 0.94% | 31 |
|
|
2025
Q1 | $3.05M | Buy |
18,224
+8,944
| +96% | +$1.5M | 1.09% | 24 |
|
|
2024
Q4 | $1.34M | Buy |
9,280
+750
| +9% | +$109K | 0.71% | 30 |
|
|
2024
Q3 | $1.26M | Buy |
8,530
+1,747
| +26% | +$257K | 0.66% | 30 |
|
|
2024
Q2 | $1.06M | Buy |
6,783
+2,790
| +70% | +$436K | 0.65% | 29 |
|
|
2024
Q1 | $630K | Buy |
3,993
+1,261
| +46% | +$199K | 0.41% | 42 |
|
|
2023
Q4 | $407K | Sell |
2,732
-1,779
| -39% | -$265K | 0.36% | 40 |
|
|
2023
Q3 | $761K | Sell |
4,511
-1,014
| -18% | -$171K | 0.55% | 31 |
|
|
2023
Q2 | $876K | Buy |
+5,525
| New | +$876K | 0.73% | 26 |
|
|
2022
Q2 | $351K | Buy |
+2,429
| New | +$351K | 0.6% | 36 |
|