Pinnacle Wealth Management Advisory 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 | $2.59M | Sell |
18,071
-84
| -0.5% | -$12K | 0.21% | 89 |
|
|
2025
Q1 | $3.04M | Buy |
18,155
+624
| +4% | +$104K | 0.28% | 77 |
|
|
2024
Q4 | $2.54M | Sell |
17,531
-714
| -4% | -$103K | 0.24% | 82 |
|
|
2024
Q3 | $2.69M | Sell |
18,245
-1,371
| -7% | -$202K | 0.26% | 80 |
|
|
2024
Q2 | $3.07M | Sell |
19,616
-98
| -0.5% | -$15.3K | 0.32% | 71 |
|
|
2024
Q1 | $3.11M | Sell |
19,714
-413
| -2% | -$65.1K | 0.33% | 68 |
|
|
2023
Q4 | $3M | Buy |
20,127
+483
| +2% | +$72K | 0.35% | 69 |
|
|
2023
Q3 | $3.31M | Buy |
19,644
+393
| +2% | +$66.3K | 0.43% | 61 |
|
|
2023
Q2 | $3.03M | Sell |
19,251
-1,693
| -8% | -$266K | 0.38% | 65 |
|
|
2023
Q1 | $3.42M | Sell |
20,944
-551
| -3% | -$89.9K | 0.46% | 58 |
|
|
2022
Q4 | $3.86M | Buy |
21,495
+849
| +4% | +$152K | 0.58% | 45 |
|
|
2022
Q3 | $2.97M | Buy |
20,646
+3,058
| +17% | +$439K | 0.49% | 52 |
|
|
2022
Q2 | $2.55M | Sell |
17,588
-1,907
| -10% | -$276K | 0.41% | 64 |
|
|
2022
Q1 | $3.17M | Buy |
19,495
+3,570
| +22% | +$581K | 0.46% | 62 |
|
|
2021
Q4 | $1.87M | Buy |
15,925
+6,397
| +67% | +$751K | 0.31% | 77 |
|
|
2021
Q3 | $967K | Buy |
9,528
+315
| +3% | +$32K | 0.23% | 100 |
|
|
2021
Q2 | $965K | Buy |
9,213
+1,575
| +21% | +$165K | 0.23% | 99 |
|
|
2021
Q1 | $800K | Sell |
7,638
-390
| -5% | -$40.8K | 0.22% | 93 |
|
|
2020
Q4 | $678K | Buy |
8,028
+1,313
| +20% | +$111K | 0.21% | 100 |
|
|
2020
Q3 | $484K | Buy |
6,715
+927
| +16% | +$66.8K | 0.17% | 111 |
|
|
2020
Q2 | $516K | Buy |
+5,788
| New | +$516K | 0.19% | 107 |
|
|
2020
Q1 | – | Sell |
-8,591
| Closed | -$1.04M | – | 166 |
|
|
2019
Q4 | $1.04M | Sell |
8,591
-52
| -0.6% | -$6.27K | 0.39% | 79 |
|
|
2019
Q3 | $1.03M | Buy |
8,643
+326
| +4% | +$38.7K | 0.43% | 73 |
|
|
2019
Q2 | $1.04M | Buy |
8,317
+75
| +0.9% | +$9.33K | 0.44% | 69 |
|
|
2019
Q1 | $1.02M | Sell |
8,242
-25
| -0.3% | -$3.08K | 0.46% | 70 |
|
|
2018
Q4 | $899K | Buy |
8,267
+132
| +2% | +$14.4K | 0.49% | 69 |
|
|
2018
Q3 | $995K | Buy |
8,135
+143
| +2% | +$17.5K | 0.49% | 60 |
|
|
2018
Q2 | $1.01M | Buy |
7,992
+160
| +2% | +$20.2K | 0.54% | 57 |
|
|
2018
Q1 | $893K | Sell |
7,832
-140
| -2% | -$16K | 0.51% | 59 |
|
|
2017
Q4 | $998K | Sell |
7,972
-312
| -4% | -$39.1K | 0.55% | 59 |
|
|
2017
Q3 | $973K | Hold |
8,284
| – | – | 0.57% | 60 |
|
|
2017
Q2 | $864K | Sell |
8,284
-161
| -2% | -$16.8K | 0.53% | 62 |
|
|
2017
Q1 | $907K | Sell |
8,445
-84
| -1% | -$9.02K | 0.63% | 55 |
|
|
2016
Q4 | $1M | Buy |
8,529
+339
| +4% | +$39.9K | 0.72% | 49 |
|
|
2016
Q3 | $843K | Buy |
8,190
+58
| +0.7% | +$5.97K | 0.64% | 55 |
|
|
2016
Q2 | $852K | Buy |
8,132
+500
| +7% | +$52.4K | 0.68% | 54 |
|
|
2016
Q1 | $728K | Buy |
7,632
+193
| +3% | +$18.4K | 0.65% | 55 |
|
|
2015
Q4 | $669K | Sell |
7,439
-191
| -3% | -$17.2K | 0.61% | 58 |
|
|
2015
Q3 | $602K | Sell |
7,630
-609
| -7% | -$48.1K | 0.58% | 57 |
|
|
2015
Q2 | $795K | Sell |
8,239
-425
| -5% | -$41K | 0.74% | 45 |
|
|
2015
Q1 | $910K | Sell |
8,664
-525
| -6% | -$55.1K | 0.82% | 39 |
|
|
2014
Q4 | $1.03M | Buy |
+9,189
| New | +$1.03M | 0.96% | 37 |
|