Pinnacle Family Advisors’s Chevron CVX Stock Holding History

Pinnacle Family Advisors’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	$303K	Sell	1,829 -5	-0.3%	-$931	0.13%	118
2026 Q1	$379K	Buy	1,834 +19	+1%	+$3.46K	0.18%	91
2025 Q4	$277K	Buy	1,815 +5	+0.3%	+$762	0.12%	114
2025 Q3	$281K	Sell	1,810 -3	-0.2%	-$465	0.12%	103
2025 Q2	$260K	Buy	1,813 +594	+49%	+$83.7K	0.13%	109
2025 Q1	$204K	Buy	+1,219	New	+$191K	0.11%	109
2022 Q3	–	Sell	-3,355	Closed	-$486K	–	79
2022 Q2	$486K	Sell	3,355 -3,695	-52%	-$611K	0.4%	53
2022 Q1	$1.15M	Buy	7,050 +4,362	+162%	+$626K	0.61%	28
2021 Q4	$315K	Buy	2,688 +114	+4%	+$12.9K	0.14%	82
2021 Q3	$261K	Buy	2,574 +535	+26%	+$53.4K	0.12%	117
2021 Q2	$214K	Buy	2,039 +130	+7%	+$13.7K	0.09%	124
2021 Q1	$200K	Buy	+1,909	New	+$186K	0.1%	119

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pinnacle Family Advisors's CVX Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its Chevron (CVX) stake by 0.27% in Q2 2026, selling an estimated $931 and leaving 1,829 shares worth $303K. The position accounts for 0.13% of the portfolio, ranked #118.

Pinnacle Family Advisors first reported a position in CVX in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.15M in Q1 2022. 4,127 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Pinnacle Family Advisors held 1,829 shares of Chevron worth $303K as of Q2 2026.
Pinnacle Family Advisors sold 5 Chevron shares in Q2 2026, an estimated $931.
Chevron made up 0.13% of Pinnacle Family Advisors's portfolio in Q2 2026, its #118 holding.
Pinnacle Family Advisors first reported a position in Chevron in Q1 2021 and has held it in 12 quarters since.
Pinnacle Family Advisors's Chevron position peaked at $1.15M in Q1 2022.
4,127 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.