PINNACLE ASSOCIATES LTD

Position in CVX — Chevron Corp

CIK 743127 NEW YORK, NY

Position in CVX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$29,245,368

-$10,339,153 QoQ

Shares Held

176,432

-7.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#396

of 4,121 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Energy · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $73,686,073 across 5 Oil & Gas Integrated names. CVX ranks #2 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	250,350	$34,227,852
2	CVX	Chevron Corp This page	176,432	$29,245,368
3	SHEL	Shell plc	87,777	$6,806,228
4	SU	Suncor Energy Inc	32,057	$1,720,819
5	BP	Bp PLC	45,624	$1,685,806

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,245,368	176,432	-7.8%	Shares	Sole	2026-08-03
2026-03-31	$39,584,521	191,322	-1.0%	Shares	Sole	2026-04-22
2025-12-31	$29,460,700	193,299	-2.9%	Shares	Sole	2026-02-05
2025-09-30	$30,913,269	199,068	+0.5%	Shares	Sole	2025-11-13
2025-06-30	$28,370,091	198,129	-1.1%	Shares	Sole	2025-08-04
2025-03-31	$33,521,235	200,378	+3.3%	Shares	Sole	2025-05-06
2024-12-31	$28,104,319	194,037	+13.5%	Shares	Sole	2025-02-14
2024-09-30	$25,176,837	170,957	+2.0%	Shares	Sole	2024-10-25
2024-06-30	$26,210,830	167,567	-2.6%	Shares	Sole	2024-07-30
2024-03-31	$27,145,949	172,093	+0.7%	Shares	Sole	2024-04-26
2023-12-31	$25,499,946	170,957	+12.5%	Shares	Sole	2024-01-19
2023-09-30	$25,632,263	152,012	+3.0%	Shares	Sole	2023-10-24
2023-06-30	$23,223,286	147,590	+26.1%	Shares	Sole	2023-07-27
2023-03-31	$19,095,920	117,038	+3.2%	Shares	Sole	2023-05-05
2022-12-31	$20,351,114	113,383	+0.5%	Shares	Sole	2023-02-01
2022-09-30	$16,214,452	112,859	-3.4%	Shares	Sole	2022-11-01
2022-06-30	$16,923,044	116,888	-10.5%	Shares	Sole	2022-08-02
2022-03-31	$21,265,272	130,598	-0.0%	Shares	Sole	2022-05-05
2021-12-31	$15,330,604	130,640	+11.0%	Shares	Sole	2022-02-02
2021-09-30	$11,942,389	117,717	+1.4%	Shares	Sole	2021-10-19
2021-06-30	$12,157,276	116,071	+0.8%	Shares	Sole	2021-08-02
2021-03-31	$12,060,805	115,095	+16.2%	Shares	Sole	2021-05-12
2020-12-31	$8,368,066	99,089	+38.5%	Shares	Sole	2021-01-26
2020-09-30	$5,150,736	71,538	+6.9%	Shares	Sole	2020-10-23
2020-06-30	$5,969,665	66,902	+17.7%	Shares	Sole	2020-08-14
2020-03-31	$4,119,640	56,854	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.