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Pinnacle Associates’s Chevron CVX Stock Holding History

Pinnacle Associates’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
Q2 		$29.2M Sell
176,432
-14,890
-8% -$2.77M 0.32% 76
2026
Q1 		$39.6M Sell
191,322
-1,977
-1% -$361K 0.51% 44
2025
Q4 		$29.5M Sell
193,299
-5,769
-3% -$879K 0.38% 60
2025
Q3 		$30.9M Buy
199,068
+939
+0.5% +$145K 0.41% 56
2025
Q2 		$28.4M Sell
198,129
-2,249
-1% -$317K 0.41% 57
2025
Q1 		$33.5M Buy
200,378
+6,341
+3% +$993K 0.49% 42
2024
Q4 		$28.1M Buy
194,037
+23,080
+14% +$3.53M 0.38% 60
2024
Q3 		$25.5M Buy
170,957
+3,390
+2% +$505K 0.43% 55
2024
Q2 		$26.2M Sell
167,567
-4,526
-3% -$722K 0.41% 64
2024
Q1 		$27.1M Buy
172,093
+1,136
+0.7% +$171K 0.43% 56
2023
Q4 		$25.5M Buy
170,957
+18,945
+12% +$2.87M 0.43% 56
2023
Q3 		$25.6M Buy
152,012
+4,422
+3% +$714K 0.48% 52
2023
Q2 		$23.2M Buy
147,590
+30,552
+26% +$4.9M 0.4% 66
2023
Q1 		$19.1M Buy
117,038
+3,655
+3% +$613K 0.39% 69
2022
Q4 		$20.4M Buy
113,383
+524
+0.5% +$91.4K 0.44% 63
2022
Q3 		$16.2M Sell
112,859
-4,029
-3% -$614K 0.37% 75
2022
Q2 		$16.9M Sell
116,888
-13,710
-10% -$2.27M 0.37% 79
2022
Q1 		$21.3M Sell
130,598
-42
-0% -$6.02K 0.38% 74
2021
Q4 		$15.3M Buy
130,640
+12,923
+11% +$1.47M 0.26% 112
2021
Q3 		$11.9M Buy
117,717
+1,646
+1% +$164K 0.22% 127
2021
Q2 		$12.2M Buy
116,071
+976
+0.8% +$103K 0.22% 127
2021
Q1 		$12.1M Buy
115,095
+16,006
+16% +$1.56M 0.23% 122
2020
Q4 		$8.37M Buy
99,089
+27,551
+39% +$2.23M 0.17% 141
2020
Q3 		$5.15M Buy
71,538
+4,636
+7% +$390K 0.12% 178
2020
Q2 		$5.97M Buy
66,902
+10,048
+18% +$900K 0.15% 161
2020
Q1 		$4.12M Sell
56,854
-24,256
-30% -$2.4M 0.13% 177
2019
Q4 		$9.78M Buy
81,110
+3,768
+5% +$444K 0.21% 128
2019
Q3 		$9.17M Buy
77,342
+648
+0.8% +$78.7K 0.22% 128
2019
Q2 		$9.54M Sell
76,694
-1,415
-2% -$171K 0.22% 125
2019
Q1 		$9.62M Sell
78,109
-1,919
-2% -$227K 0.22% 126
2018
Q4 		$8.71M Buy
80,028
+1,504
+2% +$174K 0.22% 125
2018
Q3 		$9.6M Buy
78,524
+974
+1% +$118K 0.2% 136
2018
Q2 		$9.8M Sell
77,550
-650
-0.8% -$80.7K 0.2% 134
2018
Q1 		$8.92M Sell
78,200
-4,331
-5% -$518K 0.17% 144
2017
Q4 		$10.3M Sell
82,531
-1,245
-1% -$148K 0.2% 130
2017
Q3 		$9.84M Sell
83,776
-936
-1% -$102K 0.18% 135
2017
Q2 		$8.84M Sell
84,712
-2,624
-3% -$278K 0.17% 143
2017
Q1 		$9.38M Sell
87,336
-2,815
-3% -$316K 0.18% 136
2016
Q4 		$10.6M Buy
90,151
+2,321
+3% +$253K 0.21% 123
2016
Q3 		$9.04M Sell
87,830
-1,215
-1% -$124K 0.18% 138
2016
Q2 		$9.34M Buy
89,045
+2,819
+3% +$284K 0.2% 127
2016
Q1 		$8.23M Buy
86,226
+13,247
+18% +$1.16M 0.18% 136
2015
Q4 		$6.57M Sell
72,979
-3,789
-5% -$342K 0.14% 160
2015
Q3 		$6.05M Sell
76,768
-15,515
-17% -$1.31M 0.13% 167
2015
Q2 		$8.9M Sell
92,283
-6,988
-7% -$734K 0.17% 135
2015
Q1 		$10.4M Sell
99,271
-2,756
-3% -$294K 0.19% 121
2014
Q4 		$11.4M Buy
102,027
+13,550
+15% +$1.54M 0.22% 110
2014
Q3 		$10.6M Buy
88,477
+93
+0.1% +$11.9K 0.22% 118
2014
Q2 		$11.5M Sell
88,384
-1,749
-2% -$218K 0.23% 106
2014
Q1 		$10.7M Sell
90,133
-3,171
-3% -$369K 0.21% 107
2013
Q4 		$11.7M Buy
93,304
+5,330
+6% +$644K 0.23% 106
2013
Q3 		$10.7M Sell
87,974
-467
-0.5% -$57.4K 0.22% 109
2013
Q2 		$10.5M Buy
+88,441
New +$10.7M 0.24% 106

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pinnacle Associates's CVX Position: Q2 2026 in Review

Pinnacle Associates reduced its Chevron (CVX) stake by 7.8% in Q2 2026, selling an estimated $2.77M and leaving 176,432 shares worth $29.2M. The position accounts for 0.32% of the portfolio, ranked #76.

Pinnacle Associates first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.6M in Q1 2026. 2,314 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Pinnacle Associates held 176,432 shares of Chevron worth $29.2M as of Q2 2026.
  • Pinnacle Associates sold 14,890 Chevron shares in Q2 2026, an estimated $2.77M.
  • Chevron made up 0.32% of Pinnacle Associates's portfolio in Q2 2026, its #76 holding.
  • Pinnacle Associates first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Pinnacle Associates's Chevron position peaked at $39.6M in Q1 2026.
  • 2,314 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.