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Pinkerton Retirement Specialists’s Chevron CVX Stock Holding History

Pinkerton Retirement Specialists’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.24M Sell
34,383
-509
-1% -$92.8K 0.48% 48
2025
Q4 		$5.32M Buy
34,892
+262
+0.8% +$39.9K 0.55% 47
2025
Q3 		$5.38M Buy
34,630
+2,542
+8% +$394K 0.58% 43
2025
Q2 		$4.59M Buy
32,088
+1,963
+7% +$277K 0.55% 44
2025
Q1 		$5.04M Buy
30,125
+1,034
+4% +$162K 0.65% 26
2024
Q4 		$4.21M Buy
29,091
+962
+3% +$147K 0.61% 47
2024
Q3 		$4.14M Buy
28,129
+1,368
+5% +$204K 0.6% 53
2024
Q2 		$4.19M Buy
26,761
+1,855
+7% +$296K 0.64% 44
2024
Q1 		$3.93M Buy
24,906
+8,986
+56% +$1.36M 0.63% 43
2023
Q4 		$2.37M Sell
15,920
-217
-1% -$32.8K 0.46% 61
2023
Q3 		$2.72M Sell
16,137
-14,080
-47% -$2.27M 0.59% 42
2023
Q2 		$4.75M Buy
30,217
+2,267
+8% +$363K 0.94% 22
2023
Q1 		$4.56M Buy
27,950
+5,676
+25% +$952K 0.85% 23
2022
Q4 		$4M Buy
22,274
+5,600
+34% +$977K 0.87% 17
2022
Q3 		$2.4M Buy
16,674
+2,533
+18% +$386K 0.92% 29
2022
Q2 		$2.05M Buy
+14,141
New +$2.34M 0.62% 57
2020
Q1 		– Sell
-26,778
Closed -$3.23M – 76
2019
Q4 		$3.23M Buy
26,778
+596
+2% +$70.2K 1.03% 23
2019
Q3 		$3.1M Buy
26,182
+781
+3% +$94.9K 1.06% 21
2019
Q2 		$3.16M Buy
25,401
+343
+1% +$41.5K 1.11% 19
2019
Q1 		$3.09M Buy
25,058
+1,957
+8% +$232K 1.13% 20
2018
Q4 		$2.51M Buy
23,101
+234
+1% +$27.1K 1.27% 19
2018
Q3 		$2.8M Sell
22,867
-127
-0.6% -$15.4K 1.13% 22
2018
Q2 		$2.91M Sell
22,994
-2,313
-9% -$287K 1.25% 20
2018
Q1 		$2.89M Sell
25,307
-2,564
-9% -$307K 1.22% 12
2017
Q4 		$3.56M Buy
27,871
+848
+3% +$101K 1.57% 10
2017
Q3 		$3.18M Buy
27,023
+465
+2% +$50.8K 1.56% 9
2017
Q2 		$2.77M Sell
26,558
-145
-0.5% -$15.4K 1.6% 13
2017
Q1 		$2.87M Sell
26,703
-4,022
-13% -$451K 1.61% 11
2016
Q4 		$3.62M Sell
30,725
-888
-3% -$96.7K 1.68% 8
2016
Q3 		$3.3M Buy
31,613
+3,398
+12% +$347K 1.39% 10
2016
Q2 		$2.96M Buy
28,215
+886
+3% +$89.1K 1.49% 9
2016
Q1 		$2.61M Buy
27,329
+9,139
+50% +$799K 1.67% 6
2015
Q4 		$1.64M Buy
18,190
+315
+2% +$28.4K 1.06% 27
2015
Q3 		$1.41M Sell
17,875
-6
-0% -$505 2% 26
2015
Q2 		$1.73M Buy
17,881
+1,158
+7% +$122K 1.07% 29
2015
Q1 		$1.76M Buy
16,723
+12,692
+315% +$1.35M 1.16% 28
2014
Q4 		$78K Buy
+4,031
New +$458K 0.06% 57

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pinkerton Retirement Specialists's CVX Position: Q1 2026 in Review

Pinkerton Retirement Specialists reduced its Chevron (CVX) stake by 1.5% in Q1 2026, selling an estimated $92.8K and leaving 34,383 shares worth $5.24M. The position accounts for 0.48% of the portfolio, ranked #48.

Pinkerton Retirement Specialists first reported a position in CVX in Q4 2014 and has held it in 37 quarters since. The position peaked at $5.38M in Q3 2025. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Pinkerton Retirement Specialists held 34,383 shares of Chevron worth $5.24M as of Q1 2026.
  • Pinkerton Retirement Specialists sold 509 Chevron shares in Q1 2026, an estimated $92.8K.
  • Chevron made up 0.48% of Pinkerton Retirement Specialists's portfolio in Q1 2026, its #48 holding.
  • Pinkerton Retirement Specialists first reported a position in Chevron in Q4 2014 and has held it in 37 quarters since.
  • Pinkerton Retirement Specialists's Chevron position peaked at $5.38M in Q3 2025.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2026, filed 9 Apr 2026.