Pinnacle Wealth Planning Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $982K | Buy |
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|
2025
Q2 | $861K | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $834K | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.66M | Sell |
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|
2024
Q1 | $1.99M | Sell |
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|
2023
Q4 | $2.04M | Buy |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.08M | Sell |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $2.39M | Buy |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $871K | Sell |
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|
2021
Q2 | $928K | Sell |
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|
2021
Q1 | $933K | Buy |
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|
2020
Q4 | $555K | Buy |
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|
2020
Q3 | $371K | Sell |
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|
2020
Q2 | $805K | Buy |
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|
2020
Q1 | $339K | Sell |
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|
2019
Q4 | $941K | Buy |
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|
2019
Q3 | $814K | Buy |
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|
2019
Q2 | $810K | Buy |
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|
2019
Q1 | $677K | Buy |
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|
2018
Q4 | $539K | Sell |
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|
2018
Q3 | $644K | Buy |
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|
2018
Q2 | $631K | Buy |
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|
2018
Q1 | $494K | Buy |
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|
2017
Q4 | $208K | Buy |
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