Planned Solutions, Inc. Chevron Corp Transaction History

Planned Solutions, Inc.

$237 Million
Q2 2025

A detailed history of Planned Solutions, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Planned Solutions, Inc. holds 3,221 shares of CVX stock, worth $499,287. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,221

Previous 3,454 6.75%

Holding current value

$499,287

Previous $577,000 20.1%

% of portfolio

0.19%

Previous 0.25%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$133.73 - $168.51 $31,159 - $39,262	-233 Reduced 6.75%	3,221 $461,000
Q1 2025 Apr 09, 2025	BUY	$146.71 - $167.97 $22,153 - $25,363	151 Added 4.57%	3,454 $577,000
Q4 2024 Jan 16, 2025	BUY	$141.15 - $162.53 $15,103 - $17,390	107 Added 3.35%	3,303 $478,000
Q3 2024 Oct 08, 2024	BUY	$137.88 - $161.97 $275 - $323	2 Added 0.06%	3,196 $470,000
Q2 2024 Jul 24, 2024	BUY	$152.57 - $166.33 $50,653 - $55,221	332 Added 11.6%	3,194 $499,000
Q1 2024 Apr 26, 2024	SELL	$141.82 - $157.74 $3,403 - $3,785	-24 Reduced 0.83%	2,862 $451,000
Q4 2023 Jan 17, 2024	BUY	$141.77 - $169.1 $9,498 - $11,329	67 Added 2.38%	2,886 $430,000
Q3 2023 Feb 06, 2024	SELL	$152.88 - $171.04 $7,949 - $8,894	-52 Reduced 1.8%	2,834 $477,000
Q2 2023 Jul 11, 2023	BUY	$150.62 - $172.44 $301 - $344	2 Added 0.07%	2,819 $443,000
Q1 2023 Apr 12, 2023	BUY	$152.34 - $187.79 $152 - $187	1 Added 0.04%	2,817 $459,000
Q4 2022 Jan 25, 2023	BUY	$151.73 - $188.05 $28,070 - $34,789	185 Added 7.03%	2,816 $0
Q3 2022 Oct 20, 2022	BUY	$135.94 - $164.63 $271 - $329	2 Added 0.08%	2,631 $378,000
Q2 2022 Jul 14, 2022	BUY	$142.43 - $181.13 $142 - $181	1 Added 0.04%	2,629 $381,000
Q1 2022 Apr 08, 2022	BUY	$119.26 - $170.9 $11,329 - $16,235	95 Added 3.75%	2,628 $428,000
Q4 2021 Feb 03, 2022	BUY	$104.33 - $118.79 $4,173 - $4,751	40 Added 1.6%	2,533 $297,000
Q2 2021 Jul 21, 2021	BUY	$100.95 - $110.81 $6,057 - $6,648	60 Added 2.47%	2,493 $261,000
Q1 2021 Apr 29, 2021	SELL	$84.71 - $111.56 $10,758 - $14,168	-127 Reduced 4.96%	2,433 $255,000
Q3 2020 Nov 06, 2020	BUY	$71.8 - $91.39 $183,808 - $233,958	2,560 New	2,560 $184,000

Others Institutions Holding CVX

# of Institutions

4,231

Shares Held

1.41B

Call Options Held

25.6M

Put Options Held

20.3M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $303B
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...

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Planned Solutions, Inc. Chevron Corp Transaction History