Pinnacle Wealth Planning Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Buy |
6,015
+13
| +0.2% | +$1.86K | 0.11% | 108 |
|
|
2025
Q1 | $1M | Buy |
6,002
+242
| +4% | +$40.5K | 0.15% | 84 |
|
|
2024
Q4 | $834K | Sell |
5,760
-2,117
| -27% | -$307K | 0.13% | 97 |
|
|
2024
Q3 | $1.16M | Sell |
7,877
-2,727
| -26% | -$402K | 0.16% | 87 |
|
|
2024
Q2 | $1.66M | Sell |
10,604
-2,042
| -16% | -$319K | 0.24% | 59 |
|
|
2024
Q1 | $1.99M | Sell |
12,646
-1,041
| -8% | -$164K | 0.29% | 54 |
|
|
2023
Q4 | $2.04M | Buy |
13,687
+350
| +3% | +$52.2K | 0.32% | 51 |
|
|
2023
Q3 | $2.25M | Buy |
13,337
+93
| +0.7% | +$15.7K | 0.37% | 43 |
|
|
2023
Q2 | $2.08M | Sell |
13,244
-122
| -0.9% | -$19.2K | 0.34% | 46 |
|
|
2023
Q1 | $2.18M | Buy |
13,366
+61
| +0.5% | +$9.95K | 0.36% | 45 |
|
|
2022
Q4 | $2.39M | Buy |
13,305
+1,963
| +17% | +$352K | 0.42% | 42 |
|
|
2022
Q3 | $1.63M | Buy |
11,342
+1,319
| +13% | +$189K | 0.3% | 57 |
|
|
2022
Q2 | $1.45M | Sell |
10,023
-1,059
| -10% | -$153K | 0.26% | 62 |
|
|
2022
Q1 | $1.8M | Buy |
11,082
+1,071
| +11% | +$174K | 0.33% | 55 |
|
|
2021
Q4 | $1.18M | Buy |
10,011
+1,421
| +17% | +$167K | 0.23% | 74 |
|
|
2021
Q3 | $871K | Sell |
8,590
-266
| -3% | -$27K | 0.19% | 82 |
|
|
2021
Q2 | $928K | Sell |
8,856
-46
| -0.5% | -$4.82K | 0.22% | 75 |
|
|
2021
Q1 | $933K | Buy |
8,902
+2,327
| +35% | +$244K | 0.24% | 69 |
|
|
2020
Q4 | $555K | Buy |
6,575
+1,420
| +28% | +$120K | 0.13% | 101 |
|
|
2020
Q3 | $371K | Sell |
5,155
-3,865
| -43% | -$278K | 0.12% | 129 |
|
|
2020
Q2 | $805K | Buy |
9,020
+4,337
| +93% | +$387K | 0.26% | 69 |
|
|
2020
Q1 | $339K | Sell |
4,683
-3,130
| -40% | -$227K | 0.16% | 126 |
|
|
2019
Q4 | $941K | Buy |
7,813
+943
| +14% | +$114K | 0.44% | 46 |
|
|
2019
Q3 | $814K | Buy |
6,870
+364
| +6% | +$43.1K | 0.44% | 45 |
|
|
2019
Q2 | $810K | Buy |
6,506
+1,012
| +18% | +$126K | 0.49% | 38 |
|
|
2019
Q1 | $677K | Buy |
5,494
+536
| +11% | +$66K | 0.45% | 37 |
|
|
2018
Q4 | $539K | Sell |
4,958
-312
| -6% | -$33.9K | 0.34% | 59 |
|
|
2018
Q3 | $644K | Buy |
5,270
+278
| +6% | +$34K | 0.59% | 49 |
|
|
2018
Q2 | $631K | Buy |
4,992
+659
| +15% | +$83.3K | 0.61% | 47 |
|
|
2018
Q1 | $494K | Buy |
4,333
+2,673
| +161% | +$305K | 0.51% | 59 |
|
|
2017
Q4 | $208K | Buy |
+1,660
| New | +$208K | 0.42% | 57 |
|