Planned Solutions’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
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|
2025
Q1 | $578K | Buy |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $471K | Buy |
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|
2024
Q2 | $500K | Buy |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $430K | Buy |
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|
2023
Q3 | $478K | Buy |
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|
2023
Q2 | $444K | Buy |
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|
2023
Q1 | $460K | Buy |
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|
2022
Q4 | $505K | Buy |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q2 | $261K | Buy |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $216K | Hold |
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|
2020
Q3 | $184K | Buy |
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