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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pinnacle West Asset Management's CVX Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Chevron (CVX) stake by 6.1% in Q1 2026, selling an estimated $170K and leaving 14,210 shares worth $2.94M. The position accounts for 2% of the portfolio, ranked #17.

Pinnacle West Asset Management first reported a position in CVX in Q1 2023 and has held it in 13 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Pinnacle West Asset Management held 14,210 shares of Chevron worth $2.94M as of Q1 2026.
  • Pinnacle West Asset Management sold 930 Chevron shares in Q1 2026, an estimated $170K.
  • Chevron made up 2% of Pinnacle West Asset Management's portfolio in Q1 2026, its #17 holding.
  • Pinnacle West Asset Management first reported a position in Chevron in Q1 2023 and has held it in 13 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.