Pinnacle Wealth Management 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 | $391K | Hold |
2,734
| – | – | 0.22% | 77 |
|
|
2025
Q1 | $457K | Hold |
2,734
| – | – | 0.32% | 58 |
|
|
2024
Q4 | $396K | Sell |
2,734
-75
| -3% | -$10.9K | 0.25% | 73 |
|
|
2024
Q3 | $414K | Sell |
2,809
-90
| -3% | -$13.3K | 0.26% | 72 |
|
|
2024
Q2 | $453K | Hold |
2,899
| – | – | 0.31% | 59 |
|
|
2024
Q1 | $457K | Sell |
2,899
-234
| -7% | -$36.9K | 0.34% | 58 |
|
|
2023
Q4 | $467K | Sell |
3,133
-150
| -5% | -$22.4K | 0.38% | 57 |
|
|
2023
Q3 | $554K | Hold |
3,283
| – | – | 0.5% | 46 |
|
|
2023
Q2 | $517K | Sell |
3,283
-100
| -3% | -$15.7K | 0.45% | 49 |
|
|
2023
Q1 | $552K | Buy |
3,383
+230
| +7% | +$37.5K | 0.48% | 47 |
|
|
2022
Q4 | $566K | Sell |
3,153
-997
| -24% | -$179K | 0.5% | 48 |
|
|
2022
Q3 | $596K | Buy |
4,150
+800
| +24% | +$115K | 0.53% | 43 |
|
|
2022
Q2 | $485K | Buy |
3,350
+200
| +6% | +$29K | 0.41% | 53 |
|
|
2022
Q1 | $513K | Buy |
3,150
+140
| +5% | +$22.8K | 0.39% | 59 |
|
|
2021
Q4 | $353K | Buy |
3,010
+435
| +17% | +$51K | 0.26% | 86 |
|
|
2021
Q3 | $261K | Buy |
+2,575
| New | +$261K | 0.2% | 103 |
|