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Pinnacle West Asset Management’s Chevron CVX Stock Holding History

Pinnacle West Asset 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
2026
Q2 		$2.34M Sell
14,090
-120
-0.8% -$22.3K 1.61% 24
2026
Q1 		$2.94M Sell
14,210
-930
-6% -$170K 2% 17
2025
Q4 		$2.31M Sell
15,140
-275
-2% -$41.9K 1.5% 20
2025
Q3 		$2.39M Buy
15,415
+100
+0.7% +$15.5K 1.55% 19
2025
Q2 		$2.19M Sell
15,315
-85
-0.6% -$12K 1.52% 19
2025
Q1 		$2.58M Buy
15,400
+170
+1% +$26.6K 1.86% 14
2024
Q4 		$2.21M Buy
15,230
+575
+4% +$88K 1.58% 18
2024
Q3 		$2.16M Buy
14,655
+325
+2% +$48.4K 1.55% 18
2024
Q2 		$2.24M Buy
14,330
+15
+0.1% +$2.39K 1.74% 13
2024
Q1 		$2.26M Buy
14,315
+10
+0.1% +$1.51K 1.79% 12
2023
Q4 		$2.13M Buy
14,305
+365
+3% +$55.2K 1.83% 11
2023
Q3 		$2.35M Buy
13,940
+400
+3% +$64.6K 2.3% 8
2023
Q2 		$2.13M Sell
13,540
-185
-1% -$29.7K 2.07% 7
2023
Q1 		$2.24M Buy
+13,725
New +$2.3M 2.34% 4

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle West Asset Management's CVX Position: Q2 2026 in Review

Pinnacle West Asset Management reduced its Chevron (CVX) stake by 0.84% in Q2 2026, selling an estimated $22.3K and leaving 14,090 shares worth $2.34M. The position accounts for 1.61% of the portfolio, ranked #24.

Pinnacle West Asset Management first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.94M in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Pinnacle West Asset Management held 14,090 shares of Chevron worth $2.34M as of Q2 2026.
  • Pinnacle West Asset Management sold 120 Chevron shares in Q2 2026, an estimated $22.3K.
  • Chevron made up 1.61% of Pinnacle West Asset Management's portfolio in Q2 2026, its #24 holding.
  • Pinnacle West Asset Management first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • Pinnacle West Asset Management's Chevron position peaked at $2.94M in Q1 2026.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.