Insight Advisors
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Insight Advisors’s Chevron CVX Stock Holding History

Insight Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$331K Sell
1,620
-95
-6% -$18.7K 0.06% 173
2026
Q2 		$284K Sell
1,715
-143
-8% -$26.6K 0.05% 198
2026
Q1 		$384K Buy
1,858
+9
+0.5% +$1.64K 0.07% 160
2025
Q4 		$282K Sell
1,849
-14
-0.8% -$2.13K 0.04% 226
2025
Q3 		$290K Buy
1,863
+126
+7% +$19.5K 0.04% 225
2025
Q2 		$249K Sell
1,737
-144
-8% -$20.3K 0.04% 245
2025
Q1 		$315K Buy
1,881
+94
+5% +$14.7K 0.05% 206
2024
Q4 		$256K Sell
1,787
-7
-0.4% -$1.07K 0.04% 253
2024
Q3 		$264K Sell
1,794
-68
-4% -$10.1K 0.05% 250
2024
Q2 		$291K Sell
1,862
-167
-8% -$26.6K 0.05% 230
2024
Q1 		$320K Buy
2,029
+38
+2% +$5.73K 0.06% 223
2023
Q4 		$297K Sell
1,991
-11
-0.5% -$1.66K 0.06% 215
2023
Q3 		$338K Buy
2,002
+31
+2% +$5.01K 0.08% 191
2023
Q2 		$310K Buy
1,971
+293
+17% +$47K 0.07% 209
2023
Q1 		$274K Sell
1,678
-1,108
-40% -$186K 0.06% 240
2022
Q4 		$490K Sell
2,786
-122
-4% -$21.3K 0.17% 161
2022
Q3 		$418K Buy
2,908
+590
+25% +$90K 0.16% 164
2022
Q2 		$348K Sell
2,318
-400
-15% -$66.1K 0.12% 209
2022
Q1 		$442K Buy
2,718
+41
+2% +$5.88K 0.13% 195
2021
Q4 		$314K Buy
2,677
+195
+8% +$22.2K 0.09% 244
2021
Q3 		$282K Sell
2,482
-414
-14% -$41.3K 0.08% 254
2021
Q2 		$294K Sell
2,896
-600
-17% -$63.3K 0.09% 251
2021
Q1 		$361K Buy
+3,496
New +$341K 0.11% 226

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Insight Advisors's CVX Position: Q3 2026 in Review

Insight Advisors reduced its Chevron (CVX) stake by 5.5% in Q3 2026, selling an estimated $18.7K and leaving 1,620 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #173.

Insight Advisors first reported a position in CVX in Q1 2021 and has held it in 23 quarters since. The position peaked at $490K in Q4 2022. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Insight Advisors held 1,620 shares of Chevron worth $331K as of Q3 2026.
  • Insight Advisors sold 95 Chevron shares in Q3 2026, an estimated $18.7K.
  • Chevron made up 0.06% of Insight Advisors's portfolio in Q3 2026, its #173 holding.
  • Insight Advisors first reported a position in Chevron in Q1 2021 and has held it in 23 quarters since.
  • Insight Advisors's Chevron position peaked at $490K in Q4 2022.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.