IWP
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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
2020
Q4 		– Sell
-30,000
Closed -$146K – 54
2020
Q3 		$146K Hold
30,000
– – 0.14% 47
2020
Q2 		$501K Hold
30,000
– – 0.51% 28
2020
Q1 		$277K Buy
+30,000
New +$2.96M 0.36% 32

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 Wealth Partners's CVX Position: Q1 2026 in Review

Insight Wealth Partners reduced its Chevron (CVX) stake by 1.2% in Q1 2026, selling an estimated $4.56K and leaving 2,086 shares worth $432K. The position accounts for 0.06% of the portfolio, ranked #85.

Insight Wealth Partners first reported a position in CVX in Q4 2019 and has held it in 22 quarters since. The position peaked at $6.9M in Q4 2019. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Insight Wealth Partners held 2,086 shares of Chevron worth $432K as of Q1 2026.
  • Insight Wealth Partners sold 25 Chevron shares in Q1 2026, an estimated $4.56K.
  • Chevron made up 0.06% of Insight Wealth Partners's portfolio in Q1 2026, its #85 holding.
  • Insight Wealth Partners first reported a position in Chevron in Q4 2019 and has held it in 22 quarters since.
  • Insight Wealth Partners's Chevron position peaked at $6.9M in Q4 2019.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.