PPW
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Pinnacle Private Wealth’s Chevron CVX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$2.67M Buy
18,454
+1,670
+10% +$242K 1.05% 15
2022
Q1
$2.73M Buy
16,784
+498
+3% +$81.1K 0.85% 21
2021
Q4
$1.91M Buy
+16,286
New +$1.91M 0.6% 34