Pinnacle Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$1.63M Sell
9,083
-2,993
-25% -$537K 1.96% 22
2022
Q3
$1.74M Buy
12,076
+268
+2% +$38.5K 2.11% 16
2022
Q2
$1.71M Sell
11,808
-3,443
-23% -$499K 2.4% 21
2022
Q1
$2.48M Buy
+15,251
New +$2.48M 2.9% 7