PWAM
Pinnacle West Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
15,315
-85
| -0.6% | -$12.2K | 1.52% | 19 |
|
|
2025
Q1 | $2.58M | Buy |
15,400
+170
| +1% | +$28.4K | 1.86% | 14 |
|
|
2024
Q4 | $2.21M | Buy |
15,230
+575
| +4% | +$83.3K | 1.58% | 18 |
|
|
2024
Q3 | $2.16M | Buy |
14,655
+325
| +2% | +$47.9K | 1.55% | 18 |
|
|
2024
Q2 | $2.24M | Buy |
14,330
+15
| +0.1% | +$2.35K | 1.74% | 13 |
|
|
2024
Q1 | $2.26M | Buy |
14,315
+10
| +0.1% | +$1.58K | 1.79% | 12 |
|
|
2023
Q4 | $2.13M | Buy |
14,305
+365
| +3% | +$54.5K | 1.83% | 11 |
|
|
2023
Q3 | $2.35M | Buy |
13,940
+400
| +3% | +$67.5K | 2.3% | 8 |
|
|
2023
Q2 | $2.13M | Sell |
13,540
-185
| -1% | -$29.1K | 2.07% | 7 |
|
|
2023
Q1 | $2.24M | Buy |
+13,725
| New | +$2.24M | 2.34% | 4 |
|