Skip to main content
Livermore
Livermore
ZHEN

Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

CVX holding history

Chevron Corp in every 13F filed by Planned Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
5,635
Value
$934.0K
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of CVX by Planned Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,635$934.0K0.3%+2,197+63.9%AddedHolders
Q1 20263,438$711.3K0.2%−40−1.2%ReducedHolders
Q4 20253,478$530.1K0.2%+95+2.8%AddedHolders
Q3 20253,383$525.3K0.2%+162+5.0%AddedHolders
Q2 20253,221$461.3K0.2%−233−6.7%ReducedHolders
Q1 20253,454$577.9K0.2%+151+4.6%AddedHolders
Q4 20243,303$478.4K0.2%+107+3.3%AddedHolders
Q3 20243,196$470.7K0.2%+2+0.1%AddedHolders
Q2 20243,194$499.6K0.2%+332+11.6%AddedHolders
Q1 20242,862$451.5K0.2%−24−0.8%ReducedHolders
Q4 20232,886$430.4K0.2%+52+1.8%AddedHolders
Q3 20232,834$477.9K0.3%+15+0.5%AddedHolders
Q2 20232,819$443.5K0.3%+2+0.1%AddedHolders
Q1 20232,817$459.7K0.3%+10.0%AddedHolders
Q4 20222,816$505.4K0.4%+185+7.0%AddedHolders
Q3 20222,631$378.0K0.3%+2+0.1%AddedHolders
Q2 20222,629$381.0K0.4%+10.0%AddedHolders
Q1 20222,628$428.0K0.3%+95+3.8%AddedHolders
Q4 20212,533$297.0K0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20212,493$261.0K0.2%+60+2.5%AddedHolders
Q1 20212,433$255.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.