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Planning Capital Management Corporation’s Chevron CVX Stock Holding History

Planning Capital Management Corporation’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$434K Sell
2,947
-567
-16% -$84.4K 0.29% 56
2024
Q2 		$550K Sell
3,514
-195
-5% -$31.1K 0.39% 49
2024
Q1 		$585K Buy
3,709
+299
+9% +$45.1K 0.43% 42
2023
Q4 		$509K Buy
+3,410
New +$516K 0.4% 39

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planning Capital Management Corporation's CVX Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Chevron (CVX) stake by 16% in Q3 2024, selling an estimated $84.4K and leaving 2,947 shares worth $434K. The position accounts for 0.29% of the portfolio, ranked #56.

Planning Capital Management Corporation first reported a position in CVX in Q4 2023 and has held it in 4 quarters since. The position peaked at $585K in Q1 2024. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Planning Capital Management Corporation held 2,947 shares of Chevron worth $434K as of Q3 2024.
  • Planning Capital Management Corporation sold 567 Chevron shares in Q3 2024, an estimated $84.4K.
  • Chevron made up 0.29% of Planning Capital Management Corporation's portfolio in Q3 2024, its #56 holding.
  • Planning Capital Management Corporation first reported a position in Chevron in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Chevron position peaked at $585K in Q1 2024.
  • 3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.