Pinnacle Associates Ltd

SEC CIK: 0000743127
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Pinnacle Associates Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overview All 13F holders of CVX Full Q2 2026 holdings

Shares (Q2 2026): 176,432
Value: $29.2M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Pinnacle Associates Ltd, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	176,432	$29.2M	0.3%	−14,890−7.8%	Reduced	Holders
Q1 2026	191,322	$39.6M	0.5%	−1,977−1.0%	Reduced	Holders
Q4 2025	193,299	$29.5M	0.4%	−5,769−2.9%	Reduced	Holders
Q3 2025	199,068	$30.9M	0.4%	+939+0.5%	Added	Holders
Q2 2025	198,129	$28.4M	0.4%	−2,249−1.1%	Reduced	Holders
Q1 2025	200,378	$33.5M	0.5%	+6,341+3.3%	Added	Holders
Q4 2024	194,037	$28.1M	0.4%	+23,080+13.5%	Added	Holders
Q3 2024	170,957	$25.5M	0.4%	+3,390+2.0%	Added	Holders
Q2 2024	167,567	$26.2M	0.4%	−4,526−2.6%	Reduced	Holders
Q1 2024	172,093	$27.1M	0.4%	+1,136+0.7%	Added	Holders
Q4 2023	170,957	$25.5M	0.4%	+18,945+12.5%	Added	Holders
Q3 2023	152,012	$25.6M	0.5%	+4,422+3.0%	Added	Holders
Q2 2023	147,590	$23.2M	0.4%	+30,552+26.1%	Added	Holders
Q1 2023	117,038	$19.1M	0.4%	+3,655+3.2%	Added	Holders
Q4 2022	113,383	$20.4M	0.4%	+524+0.5%	Added	Holders
Q3 2022	112,859	$16.2M	0.4%	−4,029−3.4%	Reduced	Holders
Q2 2022	116,888	$16.9M	0.4%	−13,710−10.5%	Reduced	Holders
Q1 2022	130,598	$21.3M	0.4%	−420.0%	Reduced	Holders
Q4 2021	130,640	$15.3M	0.3%	+12,923+11.0%	Added	Holders
Q3 2021	117,717	$11.9M	0.2%	+1,646+1.4%	Added	Holders
Q2 2021	116,071	$12.2M	0.2%	+976+0.8%	Added	Holders
Q1 2021	115,095	$12.1M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.