IWS
Insight Wealth Strategies’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.7M | Buy |
217,541
+11,083
| +5% | +$1.61M | 4% | 1 |
|
|
2025
Q1 | $34.5M | Buy |
206,458
+5,443
| +3% | +$911K | 4.65% | 1 |
|
|
2024
Q4 | $29.1M | Buy |
201,015
+1,092
| +0.5% | +$158K | 3.9% | 2 |
|
|
2024
Q3 | $29.4M | Buy |
199,923
+1,073
| +0.5% | +$158K | 3.88% | 3 |
|
|
2024
Q2 | $31.1M | Buy |
198,850
+12,174
| +7% | +$1.9M | 4.43% | 1 |
|
|
2024
Q1 | $29.4M | Buy |
186,676
+2,254
| +1% | +$356K | 4.32% | 2 |
|
|
2023
Q4 | $27.5M | Buy |
184,422
+6,325
| +4% | +$943K | 4.44% | 2 |
|
|
2023
Q3 | $30M | Buy |
178,097
+9,502
| +6% | +$1.6M | 5.8% | 1 |
|
|
2023
Q2 | $26.5M | Buy |
168,595
+1,114
| +0.7% | +$175K | 5.08% | 1 |
|
|
2023
Q1 | $27.3M | Sell |
167,481
-1,074
| -0.6% | -$175K | 5.36% | 1 |
|
|
2022
Q4 | $30.3M | Sell |
168,555
-20,361
| -11% | -$3.65M | 5.85% | 1 |
|
|
2022
Q3 | $27.4M | Hold |
188,916
| – | – | 5.08% | 2 |
|
|
2022
Q2 | $27.4M | Sell |
188,916
-20,857
| -10% | -$3.02M | 5.08% | 2 |
|
|
2022
Q1 | $34.2M | Sell |
209,773
-78,647
| -27% | -$12.8M | 5.04% | 1 |
|
|
2021
Q4 | $33.8M | Sell |
288,420
-44,698
| -13% | -$5.25M | 4.82% | 2 |
|
|
2021
Q3 | $33.8M | Buy |
333,118
+4,343
| +1% | +$441K | 4.75% | 1 |
|
|
2021
Q2 | $34.4M | Sell |
328,775
-29,295
| -8% | -$3.07M | 4.89% | 1 |
|
|
2021
Q1 | $37.5M | Buy |
358,070
+44,852
| +14% | +$4.7M | 5.03% | 1 |
|
|
2020
Q4 | $26.5M | Buy |
313,218
+21,347
| +7% | +$1.8M | 4.49% | 4 |
|
|
2020
Q3 | $21M | Buy |
291,871
+9,962
| +4% | +$717K | 3.9% | 10 |
|
|
2020
Q2 | $25.2M | Sell |
281,909
-362
| -0.1% | -$32.3K | 5.6% | 7 |
|
|
2020
Q1 | $20.5M | Buy |
282,271
+890
| +0.3% | +$64.5K | 5.44% | 7 |
|
|
2019
Q4 | $33.9M | Buy |
281,381
+26,961
| +11% | +$3.25M | 7.18% | 1 |
|
|
2019
Q3 | $30.2M | Buy |
254,420
+38,869
| +18% | +$4.61M | 7.09% | 1 |
|
|
2019
Q2 | $26.8M | Sell |
215,551
-2,765
| -1% | -$344K | 6.56% | 1 |
|
|
2019
Q1 | $26.9M | Sell |
218,316
-16,115
| -7% | -$1.99M | 7.51% | 1 |
|
|
2018
Q4 | $25.5M | Buy |
+234,431
| New | +$25.5M | 7.81% | 1 |
|