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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Insight Wealth Partners's CVX Position: Q2 2026 in Review

Insight Wealth Partners increased its Chevron (CVX) stake by 299% in Q2 2026, buying an estimated $1.16M and bringing the position to 8,330 shares worth $1.38M. The position accounts for 0.19% of the portfolio, ranked #51.

Insight Wealth Partners first reported a position in CVX in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.9M in Q4 2019. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Insight Wealth Partners held 8,330 shares of Chevron worth $1.38M as of Q2 2026.
  • Insight Wealth Partners bought 6,244 Chevron shares in Q2 2026, an estimated $1.16M.
  • Chevron made up 0.19% of Insight Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Insight Wealth Partners first reported a position in Chevron in Q4 2019 and has held it in 23 quarters since.
  • Insight Wealth Partners's Chevron position peaked at $6.9M in Q4 2019.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.