Planning Capital Management Corporation’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$434K	Sell	2,947 -567	-16%	-$83.5K	0.29%	56
2024 Q2	$550K	Sell	3,514 -195	-5%	-$30.5K	0.39%	49
2024 Q1	$585K	Buy	3,709 +299	+9%	+$47.2K	0.43%	42
2023 Q4	$509K	Buy	+3,410	New	+$509K	0.4%	39