IA
Insight Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
1,737
-144
| -8% | -$20.6K | 0.04% | 240 |
|
|
2025
Q1 | $315K | Buy |
1,881
+94
| +5% | +$15.7K | 0.05% | 201 |
|
|
2024
Q4 | $256K | Sell |
1,787
-7
| -0.4% | -$1K | 0.04% | 246 |
|
|
2024
Q3 | $264K | Sell |
1,794
-68
| -4% | -$10K | 0.05% | 245 |
|
|
2024
Q2 | $291K | Sell |
1,862
-167
| -8% | -$26.1K | 0.05% | 226 |
|
|
2024
Q1 | $320K | Buy |
2,029
+38
| +2% | +$5.99K | 0.06% | 221 |
|
|
2023
Q4 | $297K | Sell |
1,991
-11
| -0.5% | -$1.64K | 0.06% | 215 |
|
|
2023
Q3 | $338K | Buy |
2,002
+31
| +2% | +$5.23K | 0.08% | 190 |
|
|
2023
Q2 | $310K | Buy |
1,971
+293
| +17% | +$46.1K | 0.07% | 209 |
|
|
2023
Q1 | $274K | Sell |
1,678
-1,108
| -40% | -$181K | 0.06% | 239 |
|
|
2022
Q4 | $490K | Sell |
2,786
-122
| -4% | -$21.4K | 0.17% | 161 |
|
|
2022
Q3 | $418K | Buy |
2,908
+590
| +25% | +$84.8K | 0.16% | 164 |
|
|
2022
Q2 | $348K | Sell |
2,318
-400
| -15% | -$60.1K | 0.12% | 209 |
|
|
2022
Q1 | $442K | Buy |
2,718
+41
| +2% | +$6.67K | 0.13% | 195 |
|
|
2021
Q4 | $314K | Buy |
2,677
+195
| +8% | +$22.9K | 0.09% | 244 |
|
|
2021
Q3 | $282K | Sell |
2,482
-414
| -14% | -$47K | 0.08% | 254 |
|
|
2021
Q2 | $294K | Sell |
2,896
-600
| -17% | -$60.9K | 0.09% | 251 |
|
|
2021
Q1 | $361K | Buy |
+3,496
| New | +$361K | 0.11% | 226 |
|