Pinnacle Financial Partners’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$33.5M Sell
202,460
-901
-0.4% -$149K 0.68% 29
2024
Q4
$29.5M Sell
203,361
-1,970
-1% -$286K 0.6% 35
2024
Q3
$30.2M Buy
205,331
+1,057
+0.5% +$156K 0.61% 35
2024
Q2
$32M Buy
204,274
+1,550
+0.8% +$243K 0.68% 28
2024
Q1
$32M Buy
202,724
+4,932
+2% +$778K 0.69% 29
2023
Q4
$29.5M Sell
197,792
-27,333
-12% -$4.08M 0.7% 25
2023
Q3
$38M Buy
225,125
+7,864
+4% +$1.33M 0.98% 18
2023
Q2
$34.2M Buy
217,261
+2,836
+1% +$446K 0.86% 22
2023
Q1
$35M Sell
214,425
-7,826
-4% -$1.28M 0.94% 19
2022
Q4
$39.9M Buy
222,251
+17,994
+9% +$3.23M 1.15% 18
2022
Q3
$29.3M Sell
204,257
-142
-0.1% -$20.4K 1.06% 20
2022
Q2
$29.6M Buy
204,399
+26,430
+15% +$3.83M 1.05% 20
2022
Q1
$29M Buy
177,969
+10,428
+6% +$1.7M 0.92% 25
2021
Q4
$19.7M Buy
167,541
+11,742
+8% +$1.38M 0.61% 43
2021
Q3
$15.8M Buy
155,799
+6,051
+4% +$614K 0.56% 52
2021
Q2
$15.7M Buy
149,748
+9,604
+7% +$1.01M 0.63% 42
2021
Q1
$14.6M Buy
140,144
+19,556
+16% +$2.04M 0.66% 40
2020
Q4
$10.1M Sell
120,588
-11,773
-9% -$991K 0.5% 59
2020
Q3
$9.53M Buy
132,361
+284
+0.2% +$20.5K 0.52% 59
2020
Q2
$11.8M Sell
132,077
-2,092
-2% -$187K 0.67% 42
2020
Q1
$9.72M Buy
134,169
+17,939
+15% +$1.3M 0.67% 35
2019
Q4
$14M Buy
116,230
+3,509
+3% +$423K 0.87% 27
2019
Q3
$13.4M Buy
112,721
+8,636
+8% +$1.02M 0.96% 22
2019
Q2
$13M Buy
104,085
+4,603
+5% +$573K 0.97% 23
2019
Q1
$12.3M Buy
99,482
+4,285
+5% +$528K 0.99% 23
2018
Q4
$10.4M Buy
95,197
+3,173
+3% +$345K 0.98% 21
2018
Q3
$11.3M Buy
92,024
+2,041
+2% +$250K 0.94% 23
2018
Q2
$11.4M Buy
89,983
+3,399
+4% +$430K 1.08% 19
2018
Q1
$9.87M Sell
86,584
-3,567
-4% -$407K 1% 22
2017
Q4
$11.3M Buy
90,151
+6,276
+7% +$786K 1.19% 12
2017
Q3
$9.86M Buy
83,875
+13,723
+20% +$1.61M 1.26% 14
2017
Q2
$7.32M Buy
70,152
+19,561
+39% +$2.04M 1.04% 23
2017
Q1
$5.43M Buy
50,591
+2,916
+6% +$313K 1.07% 23
2016
Q4
$5.61M Buy
47,675
+2,097
+5% +$247K 1.21% 19
2016
Q3
$4.85M Sell
45,578
-438
-1% -$46.6K 1.09% 24
2016
Q2
$4.91M Sell
46,016
-393
-0.8% -$41.9K 1.13% 24
2016
Q1
$4.43M Buy
46,409
+16,111
+53% +$1.54M 1.14% 24
2015
Q4
$2.73M Buy
30,298
+2,478
+9% +$223K 0.85% 32
2015
Q3
$2.24M Buy
27,820
+6,715
+32% +$541K 0.71% 48
2015
Q2
$2.04M Buy
21,105
+1,177
+6% +$114K 0.65% 51
2015
Q1
$2.09M Buy
19,928
+1,048
+6% +$110K 0.7% 49
2014
Q4
$2.12M Buy
18,880
+682
+4% +$76.5K 0.74% 49
2014
Q3
$2.17M Buy
18,198
+4,333
+31% +$517K 0.83% 44
2014
Q2
$1.81M Buy
13,865
+543
+4% +$70.8K 0.72% 51
2014
Q1
$1.58M Buy
13,322
+300
+2% +$35.7K 0.71% 51
2013
Q4
$1.63M Buy
13,022
+590
+5% +$73.7K 0.74% 51
2013
Q3
$1.51M Sell
12,432
-279
-2% -$33.9K 0.75% 52
2013
Q2
$1.5M Buy
+12,711
New +$1.5M 0.78% 53