Insight Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $418K | Sell |
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|
2025
Q2 | $399K | Sell |
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|
2025
Q1 | $541K | Buy |
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|
2024
Q4 | $346K | Sell |
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|
2024
Q3 | $412K | Buy |
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|
2024
Q2 | $300K | Buy |
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|
2024
Q1 | $280K | Hold |
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|
2023
Q4 | $265K | Hold |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $279K | Hold |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $456K | Buy |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $211K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $38K | Hold |
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|
2020
Q2 | $47K | Hold |
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|
2020
Q1 | $38K | Sell |
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|
2019
Q4 | $6.9M | Buy |
|