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 |
|