Planning Alternatives LTD Chevron Corp Transaction History

Planning Alternatives LTD

$711 Million
Q2 2025

A detailed history of Planning Alternatives LTD transactions in Chevron Corp stock. As of the latest transaction made, Planning Alternatives LTD holds 2,251 shares of CVX stock, worth $345,641. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,251

Previous 3,048 26.15%

Holding current value

$345,641

Previous $509,000 36.74%

% of portfolio

0.05%

Previous 0.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$133.73 - $168.51 $106,582 - $134,302	-797 Reduced 26.15%	2,251 $322,000
Q1 2025 May 09, 2025	BUY	$146.71 - $167.97 $188,522 - $215,841	1,285 Added 72.89%	3,048 $509,000
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

# of Institutions

4,237

Shares Held

1.43B

Call Options Held

21.4M

Put Options Held

25.4M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $301B
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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Planning Alternatives LTD Chevron Corp Transaction History