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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pinnacle Family Advisors's CVX Position: Q1 2026 in Review

Pinnacle Family Advisors increased its Chevron (CVX) stake by 1% in Q1 2026, buying an estimated $3.46K and bringing the position to 1,834 shares worth $379K. The position accounts for 0.18% of the portfolio, ranked #91.

Pinnacle Family Advisors first reported a position in CVX in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2022. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Pinnacle Family Advisors held 1,834 shares of Chevron worth $379K as of Q1 2026.
Pinnacle Family Advisors bought 19 Chevron shares in Q1 2026, an estimated $3.46K.
Chevron made up 0.18% of Pinnacle Family Advisors's portfolio in Q1 2026, its #91 holding.
Pinnacle Family Advisors first reported a position in Chevron in Q1 2021 and has held it in 11 quarters since.
Pinnacle Family Advisors's Chevron position peaked at $1.15M in Q1 2022.
4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.