Planning Alternatives’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $443K | Buy |
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|
2025
Q2 | $322K | Sell |
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|
2025
Q1 | $510K | Buy |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $260K | Sell |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $295K | Hold |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $262K | Hold |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $249K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Sell |
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|
2019
Q3 | $220K | Hold |
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|
2019
Q2 | $230K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $201K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $200K | Buy |
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