SEC 13F Intelligence

Pinnacle Private Wealth, LLC / CVX

Pinnacle Private Wealth, LLC’s Chevron Corporation Position

Does Pinnacle Private Wealth, LLC own Chevron Corporation (CVX)? Yes18.5K shares worth $3M (+1.05% of its 13F portfolio) as of Q2 2022, up from 16.8K shares the prior filed quarter.

Position Value
$3M
Q2 2022
Shares
18.5K
% of Portfolio
+1.05%
Quarters Held
3
currently held

Position History CVX

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q1 ’22: $3MQ1 ’22Q2 ’22: $3MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202218.5K$3M+1.05%
Q1 202216.8K$3M+0.85%
Q4 202116.3K$2M+0.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pinnacle Private Wealth, LLC’s full portfolio or all institutional holders of CVX.