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Pinnacle Wealth Planning Services, Inc.: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Planning Services, Inc. on CVX, newest first. How the timeline and the estimate are built.

Pinnacle Wealth Planning Services, Inc. held 5,692 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,692 shares
    Change vs previous 13F -112 shares

    0.09% of the 13F portfolio, value $943,506.

    13F-HR 0001726752-26-000004 filed by Pinnacle Wealth Planning Services, Inc.
    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 5,804 shares
    Change vs previous 13F -205 shares

    0.12% of the 13F portfolio, value $1,200,848.

    13F-HR 0001726752-26-000003 filed by Pinnacle Wealth Planning Services, Inc.
    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 6,009 shares
    Change vs previous 13F -316 shares

    0.1% of the 13F portfolio, value $915,832.

    13F-HR 0001726752-26-000001 filed by Pinnacle Wealth Planning Services, Inc.
    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 6,325 shares
    Change vs previous 13F +310 shares

    0.12% of the 13F portfolio, value $982,209.

    13F-HR 0001726752-25-000007 filed by Pinnacle Wealth Planning Services, Inc.
    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 6,015 shares
    Change vs previous 13F +13 shares

    0.11% of the 13F portfolio, value $861,288.

    13F-HR 0001726752-25-000006 filed by Pinnacle Wealth Planning Services, Inc.
    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 6,002 shares
    Change vs previous 13F +242 shares

    0.15% of the 13F portfolio, value $1,004,075.

    13F-HR 0001726752-25-000004 filed by Pinnacle Wealth Planning Services, Inc.
    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/A 5,760 shares
    Change vs previous 13F -2,117 shares

    0.13% of the 13F portfolio, value $834,278.

    13F-HR/A 0001726752-25-000002 filed by Pinnacle Wealth Planning Services, Inc.
    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 7,877 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,160,046.

    13F-HR 0001726752-24-000004 filed by Pinnacle Wealth Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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