Planning Alternatives’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
2,251
-797
| -26% | -$114K | 0.04% | 65 |
|
|
2025
Q1 | $510K | Buy |
3,048
+1,285
| +73% | +$215K | 0.08% | 43 |
|
|
2024
Q4 | $255K | Hold |
1,763
| – | – | 0.04% | 53 |
|
|
2024
Q3 | $260K | Sell |
1,763
-22
| -1% | -$3.24K | 0.04% | 54 |
|
|
2024
Q2 | $279K | Buy |
1,785
+22
| +1% | +$3.44K | 0.05% | 51 |
|
|
2024
Q1 | $278K | Hold |
1,763
| – | – | 0.05% | 44 |
|
|
2023
Q4 | $263K | Hold |
1,763
| – | – | 0.05% | 40 |
|
|
2023
Q3 | $297K | Hold |
1,763
| – | – | 0.06% | 38 |
|
|
2023
Q2 | $277K | Sell |
1,763
-46
| -3% | -$7.24K | 0.05% | 40 |
|
|
2023
Q1 | $295K | Hold |
1,809
| – | – | 0.06% | 40 |
|
|
2022
Q4 | $325K | Hold |
1,809
| – | – | 0.06% | 36 |
|
|
2022
Q3 | $260K | Hold |
1,809
| – | – | 0.05% | 38 |
|
|
2022
Q2 | $262K | Hold |
1,809
| – | – | 0.05% | 39 |
|
|
2022
Q1 | $295K | Sell |
1,809
-314
| -15% | -$51.2K | 0.05% | 40 |
|
|
2021
Q4 | $249K | Buy |
+2,123
| New | +$249K | 0.04% | 43 |
|
|
2020
Q1 | – | Sell |
-1,820
| Closed | -$219K | – | 47 |
|
|
2019
Q4 | $219K | Sell |
1,820
-32
| -2% | -$3.85K | 0.04% | 46 |
|
|
2019
Q3 | $220K | Hold |
1,852
| – | – | 0.04% | 46 |
|
|
2019
Q2 | $230K | Buy |
+1,852
| New | +$230K | 0.04% | 47 |
|
|
2019
Q1 | – | Sell |
-1,852
| Closed | -$201K | – | 47 |
|
|
2018
Q4 | $201K | Buy |
+1,852
| New | +$201K | 0.04% | 44 |
|
|
2015
Q2 | – | Sell |
-1,901
| Closed | -$200K | – | 46 |
|
|
2015
Q1 | $200K | Buy |
+1,901
| New | +$200K | 0.05% | 42 |
|