Pinnacle Family Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
1,813
+594
| +49% | +$85.3K | 0.13% | 109 |
|
|
2025
Q1 | $204K | Buy |
+1,219
| New | +$204K | 0.11% | 109 |
|
|
2022
Q3 | – | Sell |
-3,355
| Closed | -$486K | – | 79 |
|
|
2022
Q2 | $486K | Sell |
3,355
-3,695
| -52% | -$535K | 0.4% | 53 |
|
|
2022
Q1 | $1.15M | Buy |
7,050
+4,362
| +162% | +$710K | 0.61% | 28 |
|
|
2021
Q4 | $315K | Buy |
2,688
+114
| +4% | +$13.4K | 0.14% | 82 |
|
|
2021
Q3 | $261K | Buy |
2,574
+535
| +26% | +$54.2K | 0.12% | 117 |
|
|
2021
Q2 | $214K | Buy |
2,039
+130
| +7% | +$13.6K | 0.09% | 124 |
|
|
2021
Q1 | $200K | Buy |
+1,909
| New | +$200K | 0.1% | 119 |
|