Pinnacle Private Wealth’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$2.67M Buy
18,454
+1,670
+10% +$276K 1.05% 15
2022
Q1
$2.73M Buy
16,784
+498
+3% +$71.4K 0.85% 21
2021
Q4
$1.91M Buy
+16,286
New +$1.85M 0.6% 34

Other funds holding CVX

Pinnacle Private Wealth's CVX Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Chevron (CVX) stake by 9.9% in Q2 2022, buying an estimated $276K and bringing the position to 18,454 shares worth $2.67M. The position accounts for 1.05% of the portfolio, ranked #15.

Pinnacle Private Wealth first reported a position in CVX in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.73M in Q1 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

  • Pinnacle Private Wealth held 18,454 shares of Chevron worth $2.67M as of Q2 2022.
  • Pinnacle Private Wealth bought 1,670 Chevron shares in Q2 2022, an estimated $276K.
  • Chevron made up 1.05% of Pinnacle Private Wealth's portfolio in Q2 2022, its #15 holding.
  • Pinnacle Private Wealth first reported a position in Chevron in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Chevron position peaked at $2.73M in Q1 2022.
  • 3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.