Planning Solutions Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$451K Sell
3,621
-17
-0.5% -$2.12K 0.23% 81
2019
Q1
$448K Sell
3,638
-1,408
-28% -$173K 0.24% 80
2018
Q4
$549K Buy
+5,046
New +$549K 0.33% 64