PWM
CVX icon

Pinnacle Wealth Management’s Chevron CVX Stock Holding History

Pinnacle Wealth Management’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
2022
Q4 		$1.63M Sell
9,083
-2,993
-25% -$522K 1.96% 22
2022
Q3 		$1.74M Buy
12,076
+268
+2% +$40.9K 2.11% 16
2022
Q2 		$1.71M Sell
11,808
-3,443
-23% -$569K 2.4% 21
2022
Q1 		$2.48M Buy
+15,251
New +$2.19M 2.9% 7

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pinnacle Wealth Management's CVX Position: Q4 2022 in Review

Pinnacle Wealth Management reduced its Chevron (CVX) stake by 25% in Q4 2022, selling an estimated $522K and leaving 9,083 shares worth $1.63M. The position accounts for 1.96% of the portfolio, ranked #22.

Pinnacle Wealth Management first reported a position in CVX in Q1 2022 and has held it in 4 quarters since. The position peaked at $2.48M in Q1 2022. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • Pinnacle Wealth Management held 9,083 shares of Chevron worth $1.63M as of Q4 2022.
  • Pinnacle Wealth Management sold 2,993 Chevron shares in Q4 2022, an estimated $522K.
  • Chevron made up 1.96% of Pinnacle Wealth Management's portfolio in Q4 2022, its #22 holding.
  • Pinnacle Wealth Management first reported a position in Chevron in Q1 2022 and has held it in 4 quarters since.
  • Pinnacle Wealth Management's Chevron position peaked at $2.48M in Q1 2022.
  • 3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Pinnacle Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.