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Pinnacle Financial Group’s Chevron CVX Stock Holding History

Pinnacle Financial Group’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 		$345K Buy
1,668
+49
+3% +$8.94K 0.09% 85
2025
Q4 		$247K Sell
1,619
-21
-1% -$3.2K 0.07% 100
2025
Q3 		$255K Buy
1,640
+31
+2% +$4.8K 0.08% 96
2025
Q2 		$230K Buy
1,609
+188
+13% +$26.5K 0.08% 95
2025
Q1 		$238K Buy
+1,421
New +$222K 0.09% 81
2022
Q2 		– Sell
-1,314
Closed -$214K – 64
2022
Q1 		$214K Buy
+1,314
New +$188K 0.17% 66

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

Pinnacle Financial Group's CVX Position: Q1 2026 in Review

Pinnacle Financial Group increased its Chevron (CVX) stake by 3% in Q1 2026, buying an estimated $8.94K and bringing the position to 1,668 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #85.

Pinnacle Financial Group first reported a position in CVX in Q1 2022 and has held it in 6 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Pinnacle Financial Group held 1,668 shares of Chevron worth $345K as of Q1 2026.
  • Pinnacle Financial Group bought 49 Chevron shares in Q1 2026, an estimated $8.94K.
  • Chevron made up 0.09% of Pinnacle Financial Group's portfolio in Q1 2026, its #85 holding.
  • Pinnacle Financial Group first reported a position in Chevron in Q1 2022 and has held it in 6 quarters since.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.