PS
Planned Solutions’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
3,221
-233
| -7% | -$33.4K | 0.18% | 65 |
|
|
2025
Q1 | $578K | Buy |
3,454
+151
| +5% | +$25.3K | 0.23% | 52 |
|
|
2024
Q4 | $478K | Buy |
3,303
+107
| +3% | +$15.5K | 0.19% | 56 |
|
|
2024
Q3 | $471K | Buy |
3,196
+2
| +0.1% | +$295 | 0.19% | 55 |
|
|
2024
Q2 | $500K | Buy |
3,194
+332
| +12% | +$51.9K | 0.24% | 45 |
|
|
2024
Q1 | $452K | Sell |
2,862
-24
| -0.8% | -$3.79K | 0.22% | 50 |
|
|
2023
Q4 | $430K | Buy |
2,886
+52
| +2% | +$7.76K | 0.2% | 47 |
|
|
2023
Q3 | $478K | Buy |
2,834
+15
| +0.5% | +$2.53K | 0.29% | 41 |
|
|
2023
Q2 | $444K | Buy |
2,819
+2
| +0.1% | +$315 | 0.26% | 45 |
|
|
2023
Q1 | $460K | Buy |
2,817
+1
| +0% | +$163 | 0.29% | 41 |
|
|
2022
Q4 | $505K | Buy |
2,816
+185
| +7% | +$33.2K | 0.37% | 36 |
|
|
2022
Q3 | $378K | Buy |
2,631
+2
| +0.1% | +$287 | 0.32% | 39 |
|
|
2022
Q2 | $381K | Buy |
2,629
+1
| +0% | +$145 | 0.36% | 38 |
|
|
2022
Q1 | $428K | Buy |
2,628
+95
| +4% | +$15.5K | 0.3% | 36 |
|
|
2021
Q4 | $297K | Buy |
+2,533
| New | +$297K | 0.2% | 58 |
|
|
2021
Q2 | $261K | Buy |
2,493
+60
| +2% | +$6.28K | 0.18% | 58 |
|
|
2021
Q1 | $255K | Sell |
2,433
-127
| -5% | -$13.3K | 0.2% | 54 |
|
|
2020
Q4 | $216K | Hold |
2,560
| – | – | 0.17% | 50 |
|
|
2020
Q3 | $184K | Buy |
+2,560
| New | +$184K | 0.18% | 50 |
|