Skip to content
Disclosery

Planning Capital Management Corp: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Planning Capital Management Corp on CVX, newest first. How the timeline and the estimate are built.

Planning Capital Management Corp held 2,947 CVX shares at 2024-09-30 per its 13F-HR filed 2024-11-06.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 2,947 shares
    Change vs previous 13F -567 shares

    0.29% of the 13F portfolio, value $433,938.

    13F-HR 0002012016-24-000005 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 3,514 shares
    Change vs previous 13F -195 shares

    0.39% of the 13F portfolio, value $549,704.

    13F-HR 0002012016-24-000003 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 3,709 shares
    Change vs previous 13F +299 shares

    0.43% of the 13F portfolio, value $585,095.

    13F-HR 0002012016-24-000002 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 3,410 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $508,576.

    13F-HR 0002012016-24-000001 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).