A detailed history of Planning Alternatives LTD transactions in Chevron Corp stock. As of the latest transaction made, Planning Alternatives LTD holds 1,763 shares of CVX stock, worth $253,836. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,763
Previous 1,785 1.23%
Holding current value
$253,836
Previous $279,000 7.17%
% of portfolio
0.04%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$137.88 - $161.97 $3,033 - $3,563
-22 Reduced 1.23%
1,763 $259,000
Q2 2024

Jul 25, 2024

BUY
$152.57 - $166.33 $3,356 - $3,659
22 Added 1.25%
1,785 $279,000
Q2 2023

Jul 18, 2023

SELL
$150.62 - $172.44 $6,928 - $7,932
-46 Reduced 2.54%
1,763 $277,000
Q1 2022

Apr 28, 2022

SELL
$119.26 - $170.9 $37,447 - $53,662
-314 Reduced 14.79%
1,809 $295,000
Q4 2021

Jan 25, 2022

BUY
$104.33 - $118.79 $221,492 - $252,191
2,123 New
2,123 $249,000
Q1 2020

May 04, 2020

SELL
$54.22 - $121.43 $98,680 - $221,002
-1,820 Closed
0 $0
Q4 2019

Jan 27, 2020

SELL
$111.71 - $122.28 $3,574 - $3,912
-32 Reduced 1.73%
1,820 $219,000
Q2 2019

Jul 24, 2019

BUY
$113.85 - $126.68 $210,850 - $234,611
1,852 New
1,852 $230,000
Q1 2019

May 06, 2019

SELL
$108.57 - $125.88 $201,071 - $233,129
-1,852 Closed
0 $0
Q4 2018

Feb 07, 2019

BUY
$100.99 - $126.82 $187,033 - $234,870
1,852 New
1,852 $201,000

Others Institutions Holding CVX

About CHEVRON CORP


  • Ticker CVX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 1,957,430,016
  • Market Cap $282B
  • Description
  • Chevron Corporation, through its subsidiaries, engages in integrated energy and chemicals operations worldwide. The company operates in two segments, Upstream and Downstream. The Upstream segment is involved in the exploration, development, production, and transportation of crude oil and natural gas; processing, liquefaction, transportation, and...
More about CVX
Track This Portfolio

Track Planning Alternatives LTD Portfolio

Follow Planning Alternatives LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Alternatives LTD , based on Form 13F filings with the SEC.

News

Stay updated on Planning Alternatives LTD with notifications on news.