Pinnacle Financial Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
1,609
+188
+13% +$26.9K 0.08% 95
2025
Q1
$238K Buy
+1,421
New +$238K 0.09% 81
2022
Q2
Sell
-1,314
Closed -$214K 64
2022
Q1
$214K Buy
+1,314
New +$214K 0.17% 66