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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
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% +$22.1K 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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Insight Advisors's CVX Position: Q1 2026 in Review

Insight Advisors increased its Chevron (CVX) stake by 0.49% in Q1 2026, buying an estimated $1.64K and bringing the position to 1,858 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #160.

Insight Advisors first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. The position peaked at $490K in Q4 2022. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Insight Advisors held 1,858 shares of Chevron worth $384K as of Q1 2026.
  • Insight Advisors bought 9 Chevron shares in Q1 2026, an estimated $1.64K.
  • Chevron made up 0.07% of Insight Advisors's portfolio in Q1 2026, its #160 holding.
  • Insight Advisors first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
  • Insight Advisors's Chevron position peaked at $490K in Q4 2022.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.