Plancorp LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
11,428
+5
| +0% | +$716 | 0.06% | 121 |
|
|
2025
Q1 | $1.91M | Buy |
11,423
+425
| +4% | +$71.1K | 0.08% | 103 |
|
|
2024
Q4 | $1.59M | Buy |
10,998
+624
| +6% | +$90.4K | 0.07% | 99 |
|
|
2024
Q3 | $1.53M | Buy |
10,374
+108
| +1% | +$15.9K | 0.06% | 99 |
|
|
2024
Q2 | $1.61M | Buy |
10,266
+73
| +0.7% | +$11.4K | 0.07% | 95 |
|
|
2024
Q1 | $1.61M | Buy |
10,193
+672
| +7% | +$106K | 0.07% | 94 |
|
|
2023
Q4 | $1.42M | Sell |
9,521
-165
| -2% | -$24.6K | 0.07% | 92 |
|
|
2023
Q3 | $1.63M | Buy |
9,686
+411
| +4% | +$69.3K | 0.09% | 84 |
|
|
2023
Q2 | $1.46M | Buy |
9,275
+91
| +1% | +$14.3K | 0.08% | 85 |
|
|
2023
Q1 | $1.5M | Buy |
9,184
+198
| +2% | +$32.3K | 0.08% | 85 |
|
|
2022
Q4 | $1.61M | Buy |
8,986
+26
| +0.3% | +$4.67K | 0.1% | 75 |
|
|
2022
Q3 | $1.29M | Buy |
8,960
+115
| +1% | +$16.5K | 0.09% | 81 |
|
|
2022
Q2 | $1.28M | Buy |
8,845
+124
| +1% | +$18K | 0.08% | 86 |
|
|
2022
Q1 | $1.42M | Buy |
8,721
+188
| +2% | +$30.6K | 0.09% | 84 |
|
|
2021
Q4 | $1M | Sell |
8,533
-1,503
| -15% | -$176K | 0.06% | 99 |
|
|
2021
Q3 | $1.02M | Buy |
10,036
+241
| +2% | +$24.4K | 0.07% | 92 |
|
|
2021
Q2 | $1.03M | Sell |
9,795
-388
| -4% | -$40.6K | 0.08% | 85 |
|
|
2021
Q1 | $1.07M | Sell |
10,183
-382
| -4% | -$40K | 0.24% | 72 |
|
|
2020
Q4 | $892K | Buy |
10,565
+1,235
| +13% | +$104K | 0.22% | 84 |
|
|
2020
Q3 | $672K | Sell |
9,330
-926
| -9% | -$66.7K | 0.2% | 79 |
|
|
2020
Q2 | $915K | Buy |
10,256
+119
| +1% | +$10.6K | 0.28% | 66 |
|
|
2020
Q1 | $735K | Sell |
10,137
-334
| -3% | -$24.2K | 0.28% | 62 |
|
|
2019
Q4 | $1.26M | Buy |
10,471
+114
| +1% | +$13.7K | 0.39% | 52 |
|
|
2019
Q3 | $1.23M | Buy |
10,357
+25
| +0.2% | +$2.96K | 0.47% | 42 |
|
|
2019
Q2 | $1.29M | Sell |
10,332
-3,594
| -26% | -$447K | 0.51% | 42 |
|
|
2019
Q1 | $1.72M | Buy |
13,926
+576
| +4% | +$70.9K | 0.65% | 34 |
|
|
2018
Q4 | $1.45M | Sell |
13,350
-126
| -0.9% | -$13.7K | 0.66% | 38 |
|
|
2018
Q3 | $1.65M | Sell |
13,476
-2,829
| -17% | -$346K | 0.65% | 36 |
|
|
2018
Q2 | $2.06M | Sell |
16,305
-89
| -0.5% | -$11.3K | 0.82% | 26 |
|
|
2018
Q1 | $1.87M | Sell |
16,394
-499
| -3% | -$56.8K | 0.6% | 29 |
|
|
2017
Q4 | $2.12M | Buy |
16,893
+2,266
| +15% | +$284K | 0.69% | 30 |
|
|
2017
Q3 | $1.72M | Buy |
14,627
+1,425
| +11% | +$168K | 0.51% | 34 |
|
|
2017
Q2 | $1.37M | Buy |
13,202
+16
| +0.1% | +$1.66K | 0.41% | 42 |
|
|
2017
Q1 | $1.42M | Sell |
13,186
-62
| -0.5% | -$6.65K | 0.41% | 43 |
|
|
2016
Q4 | $1.56M | Buy |
13,248
+666
| +5% | +$78.6K | 0.45% | 35 |
|
|
2016
Q3 | $1.3M | Buy |
+12,582
| New | +$1.3M | 0.82% | 33 |
|
|
2015
Q1 | – | Sell |
-1,824
| Closed | -$205K | – | 93 |
|
|
2014
Q4 | $205K | Sell |
1,824
-8,866
| -83% | -$996K | 0.21% | 68 |
|
|
2014
Q3 | $1.28M | Buy |
10,690
+7,280
| +213% | +$868K | 1.34% | 18 |
|
|
2014
Q2 | $445K | Sell |
3,410
-9,356
| -73% | -$1.22M | 0.4% | 43 |
|
|
2014
Q1 | $1.52M | Buy |
12,766
+2,372
| +23% | +$282K | 1.03% | 20 |
|
|
2013
Q4 | $1.3M | Buy |
+10,394
| New | +$1.3M | 1.14% | 17 |
|