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PINNACLE ASSOCIATES LTD: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PINNACLE ASSOCIATES LTD on CVX, newest first. How the timeline and the estimate are built.

PINNACLE ASSOCIATES LTD held 176,432 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,432 shares
    Change vs previous 13F -14,890 shares

    0.32% of the 13F portfolio, value $29,245,348.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 191,322 shares
    Change vs previous 13F -1,977 shares

    0.51% of the 13F portfolio, value $39,584,468.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 193,299 shares
    Change vs previous 13F -5,769 shares

    0.38% of the 13F portfolio, value $29,460,720.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 199,068 shares
    Change vs previous 13F +939 shares

    0.41% of the 13F portfolio, value $30,913,329.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 198,129 shares
    Change vs previous 13F -2,249 shares

    0.41% of the 13F portfolio, value $28,370,081.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 200,378 shares
    Change vs previous 13F +6,341 shares

    0.49% of the 13F portfolio, value $33,521,169.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 194,037 shares
    Change vs previous 13F +23,080 shares

    0.38% of the 13F portfolio, value $28,104,349.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 170,957 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $25,499,927.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).