Insight Wealth Strategies’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 | $34M | Buy |
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|
2025
Q2 | $31.7M | Buy |
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|
2025
Q1 | $34.5M | Buy |
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|
2024
Q4 | $29.1M | Buy |
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|
2024
Q3 | $29.4M | Buy |
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|
2024
Q2 | $31.1M | Buy |
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|
2024
Q1 | $29.4M | Buy |
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|
2023
Q4 | $27.5M | Buy |
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|
2023
Q3 | $30M | Buy |
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|
2023
Q2 | $26.5M | Buy |
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|
2023
Q1 | $27.3M | Sell |
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|
2022
Q4 | $30.3M | Sell |
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|
2022
Q3 | $27.4M | Hold |
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|
2022
Q2 | $27.4M | Sell |
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|
2022
Q1 | $34.2M | Sell |
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|
2021
Q4 | $33.8M | Sell |
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|
2021
Q3 | $33.8M | Buy |
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|
2021
Q2 | $34.4M | Sell |
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|
2021
Q1 | $37.5M | Buy |
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|
2020
Q4 | $26.5M | Buy |
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|
2020
Q3 | $21M | Buy |
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|
2020
Q2 | $25.2M | Sell |
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|
2020
Q1 | $20.5M | Buy |
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|
2019
Q4 | $33.9M | Buy |
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|
2019
Q3 | $30.2M | Buy |
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|
2019
Q2 | $26.8M | Sell |
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|
2019
Q1 | $26.9M | Sell |
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|
2018
Q4 | $25.5M | Buy |
|