Insight Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
2,788
-445
| -14% | -$63.7K | 0.16% | 75 |
|
|
2025
Q1 | $541K | Buy |
3,233
+847
| +35% | +$142K | 0.09% | 62 |
|
|
2024
Q4 | $346K | Sell |
2,386
-411
| -15% | -$59.5K | 0.05% | 73 |
|
|
2024
Q3 | $412K | Buy |
2,797
+879
| +46% | +$129K | 0.08% | 72 |
|
|
2024
Q2 | $300K | Buy |
1,918
+142
| +8% | +$22.2K | 0.05% | 73 |
|
|
2024
Q1 | $280K | Hold |
1,776
| – | – | 0.05% | 73 |
|
|
2023
Q4 | $265K | Hold |
1,776
| – | – | 0.05% | 66 |
|
|
2023
Q3 | $299K | Hold |
1,776
| – | – | 0.06% | 58 |
|
|
2023
Q2 | $279K | Hold |
1,776
| – | – | 0.06% | 59 |
|
|
2023
Q1 | $290K | Hold |
1,776
| – | – | 0.07% | 47 |
|
|
2022
Q4 | $319K | Hold |
1,776
| – | – | 0.24% | 42 |
|
|
2022
Q3 | $255K | Sell |
1,776
-1,375
| -44% | -$197K | 0.24% | 48 |
|
|
2022
Q2 | $456K | Buy |
3,151
+1,375
| +77% | +$199K | 0.34% | 36 |
|
|
2022
Q1 | $289K | Sell |
1,776
-18
| -1% | -$2.93K | 0.16% | 60 |
|
|
2021
Q4 | $211K | Buy |
+1,794
| New | +$211K | 0.04% | 76 |
|
|
2020
Q4 | – | Sell |
-522
| Closed | -$38K | – | 53 |
|
|
2020
Q3 | $38K | Hold |
522
| – | – | 0.04% | 47 |
|
|
2020
Q2 | $47K | Hold |
522
| – | – | 0.05% | 37 |
|
|
2020
Q1 | $38K | Sell |
522
-56,750
| -99% | -$4.13M | 0.05% | 34 |
|
|
2019
Q4 | $6.9M | Buy |
+57,272
| New | +$6.9M | 6.84% | 2 |
|