Insight Wealth Partners
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Insight Wealth Partners’s Chevron CVX Stock Holding History

Insight Wealth Partners’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 		$1.7M Sell
8,303
-27
-0.3% -$5.32K 0.22% 48
2026
Q2 		$1.38M Buy
8,330
+6,244
+299% +$1.16M 0.19% 51
2026
Q1 		$432K Sell
2,086
-25
-1% -$4.56K 0.06% 85
2025
Q4 		$322K Sell
2,111
-578
-21% -$88K 0.04% 88
2025
Q3 		$418K Sell
2,689
-99
-4% -$15.3K 0.13% 77
2025
Q2 		$399K Sell
2,788
-445
-14% -$62.7K 0.16% 76
2025
Q1 		$541K Buy
3,233
+847
+35% +$133K 0.09% 65
2024
Q4 		$346K Sell
2,386
-411
-15% -$62.9K 0.05% 77
2024
Q3 		$412K Buy
2,797
+879
+46% +$131K 0.08% 76
2024
Q2 		$300K Buy
1,918
+142
+8% +$22.6K 0.05% 77
2024
Q1 		$280K Hold
1,776
– – 0.05% 77
2023
Q4 		$265K Hold
1,776
– – 0.05% 70
2023
Q3 		$299K Hold
1,776
– – 0.06% 62
2023
Q2 		$279K Hold
1,776
– – 0.06% 62
2023
Q1 		$290K Hold
1,776
– – 0.07% 50
2022
Q4 		$319K Hold
1,776
– – 0.24% 43
2022
Q3 		$255K Sell
1,776
-1,375
-44% -$210K 0.24% 49
2022
Q2 		$456K Buy
3,151
+1,375
+77% +$227K 0.34% 37
2022
Q1 		$289K Sell
1,776
-18
-1% -$2.58K 0.16% 62
2021
Q4 		$211K Buy
+1,794
New +$204K 0.04% 79
2020
Q4 		– Sell
-522
Closed -$38K – 55
2020
Q3 		$38K Hold
522
– – 0.04% 50
2020
Q2 		$47K Hold
522
– – 0.05% 40
2020
Q1 		$38K Sell
522
-56,750
-99% -$5.61M 0.05% 37
2019
Q4 		$6.9M Buy
+57,272
New +$6.75M 6.84% 3

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Insight Wealth Partners's CVX Position: Q3 2026 in Review

Insight Wealth Partners reduced its Chevron (CVX) stake by 0.32% in Q3 2026, selling an estimated $5.32K and leaving 8,303 shares worth $1.7M. The position accounts for 0.22% of the portfolio, ranked #48.

Insight Wealth Partners first reported a position in CVX in Q4 2019 and has held it in 24 quarters since. The position peaked at $6.9M in Q4 2019. 1,560 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Insight Wealth Partners held 8,303 shares of Chevron worth $1.7M as of Q3 2026.
  • Insight Wealth Partners sold 27 Chevron shares in Q3 2026, an estimated $5.32K.
  • Chevron made up 0.22% of Insight Wealth Partners's portfolio in Q3 2026, its #48 holding.
  • Insight Wealth Partners first reported a position in Chevron in Q4 2019 and has held it in 24 quarters since.
  • Insight Wealth Partners's Chevron position peaked at $6.9M in Q4 2019.
  • 1,560 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.