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Pinnacle Wealth Management Group’s Chevron CVX Stock Holding History

Pinnacle Wealth Management Group’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Hold
1,600
– – 0.12% 108
2026
Q1 		$331K Hold
1,600
– – 0.16% 92
2025
Q4 		$244K Sell
1,600
-600
-27% -$91.4K 0.12% 112
2025
Q3 		$342K Sell
2,200
-534
-20% -$82.7K 0.18% 87
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% -$11.5K 0.25% 73
2024
Q3 		$414K Sell
2,809
-90
-3% -$13.4K 0.26% 72
2024
Q2 		$453K Hold
2,899
– – 0.31% 59
2024
Q1 		$457K Sell
2,899
-234
-7% -$35.3K 0.34% 58
2023
Q4 		$467K Sell
3,133
-150
-5% -$22.7K 0.38% 57
2023
Q3 		$554K Hold
3,283
– – 0.5% 46
2023
Q2 		$517K Sell
3,283
-100
-3% -$16K 0.45% 49
2023
Q1 		$552K Buy
3,383
+230
+7% +$38.6K 0.48% 47
2022
Q4 		$566K Sell
3,153
-997
-24% -$174K 0.5% 48
2022
Q3 		$596K Buy
4,150
+800
+24% +$122K 0.53% 43
2022
Q2 		$485K Buy
3,350
+200
+6% +$33.1K 0.41% 53
2022
Q1 		$513K Buy
3,150
+140
+5% +$20.1K 0.39% 59
2021
Q4 		$353K Buy
3,010
+435
+17% +$49.4K 0.26% 86
2021
Q3 		$261K Buy
+2,575
New +$257K 0.2% 103

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Pinnacle Wealth Management Group's CVX Position: Q2 2026 in Review

Pinnacle Wealth Management Group held its Chevron (CVX) position steady in Q2 2026 at 1,600 shares worth $265K. The position accounts for 0.12% of the portfolio, ranked #108.

Pinnacle Wealth Management Group first reported a position in CVX in Q3 2021 and has held it in 20 quarters since. The position peaked at $596K in Q3 2022. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Pinnacle Wealth Management Group held 1,600 shares of Chevron worth $265K as of Q2 2026.
  • Pinnacle Wealth Management Group left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.12% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #108 holding.
  • Pinnacle Wealth Management Group first reported a position in Chevron in Q3 2021 and has held it in 20 quarters since.
  • Pinnacle Wealth Management Group's Chevron position peaked at $596K in Q3 2022.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.