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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
Q2 		$272K Sell
1,641
-27
-2% -$5.03K 0.07% 106
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle Financial Group's CVX Position: Q2 2026 in Review

Pinnacle Financial Group reduced its Chevron (CVX) stake by 1.6% in Q2 2026, selling an estimated $5.03K and leaving 1,641 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #106.

Pinnacle Financial Group first reported a position in CVX in Q1 2022 and has held it in 7 quarters since. The position peaked at $345K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Pinnacle Financial Group held 1,641 shares of Chevron worth $272K as of Q2 2026.
  • Pinnacle Financial Group sold 27 Chevron shares in Q2 2026, an estimated $5.03K.
  • Chevron made up 0.07% of Pinnacle Financial Group's portfolio in Q2 2026, its #106 holding.
  • Pinnacle Financial Group first reported a position in Chevron in Q1 2022 and has held it in 7 quarters since.
  • Pinnacle Financial Group's Chevron position peaked at $345K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.