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Insight Wealth Strategies’s Chevron CVX Stock Holding History

Insight Wealth Strategies’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
Q2 		$28.4M Sell
171,403
-3,820
-2% -$711K 2.77% 6
2026
Q1 		$36.3M Sell
175,223
-44,635
-20% -$8.14M 4.05% 1
2025
Q4 		$33.5M Buy
219,858
+1,049
+0.5% +$160K 3.84% 1
2025
Q3 		$34M Buy
218,809
+1,268
+0.6% +$196K 4% 1
2025
Q2 		$31.7M Buy
217,541
+11,083
+5% +$1.56M 4% 1
2025
Q1 		$34.5M Buy
206,458
+5,443
+3% +$852K 4.65% 1
2024
Q4 		$29.1M Buy
201,015
+1,092
+0.5% +$167K 3.9% 2
2024
Q3 		$29.4M Buy
199,923
+1,073
+0.5% +$160K 3.88% 3
2024
Q2 		$31.1M Buy
198,850
+12,174
+7% +$1.94M 4.43% 1
2024
Q1 		$29.4M Buy
186,676
+2,254
+1% +$340K 4.32% 2
2023
Q4 		$27.5M Buy
184,422
+6,325
+4% +$957K 4.44% 2
2023
Q3 		$30M Buy
178,097
+9,502
+6% +$1.53M 5.8% 1
2023
Q2 		$26.5M Buy
168,595
+1,114
+0.7% +$179K 5.08% 1
2023
Q1 		$27.3M Sell
167,481
-1,074
-0.6% -$180K 5.36% 1
2022
Q4 		$30.3M Sell
168,555
-20,361
-11% -$3.55M 5.85% 1
2022
Q3 		$27.4M Hold
188,916
– – 5.08% 2
2022
Q2 		$27.4M Sell
188,916
-20,857
-10% -$3.45M 5.08% 2
2022
Q1 		$34.2M Sell
209,773
-78,647
-27% -$11.3M 5.04% 1
2021
Q4 		$33.8M Sell
288,420
-44,698
-13% -$5.08M 4.82% 2
2021
Q3 		$33.8M Buy
333,118
+4,343
+1% +$433K 4.75% 1
2021
Q2 		$34.4M Sell
328,775
-29,295
-8% -$3.09M 4.89% 1
2021
Q1 		$37.5M Buy
358,070
+44,852
+14% +$4.38M 5.03% 1
2020
Q4 		$26.5M Buy
313,218
+21,347
+7% +$1.73M 4.49% 4
2020
Q3 		$21M Buy
291,871
+9,962
+4% +$838K 3.9% 10
2020
Q2 		$25.2M Sell
281,909
-362
-0.1% -$32.4K 5.6% 7
2020
Q1 		$20.5M Buy
282,271
+890
+0.3% +$87.9K 5.44% 7
2019
Q4 		$33.9M Buy
281,381
+26,961
+11% +$3.18M 7.18% 1
2019
Q3 		$30.2M Buy
254,420
+38,869
+18% +$4.72M 7.09% 1
2019
Q2 		$26.8M Sell
215,551
-2,765
-1% -$334K 6.56% 1
2019
Q1 		$26.9M Sell
218,316
-16,115
-7% -$1.91M 7.51% 1
2018
Q4 		$25.5M Buy
+234,431
New +$27.2M 7.81% 1

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Insight Wealth Strategies reduced its Chevron (CVX) stake by 2.2% in Q2 2026, selling an estimated $711K and leaving 171,403 shares worth $28.4M. The position accounts for 2.77% of the portfolio, ranked #6.

Insight Wealth Strategies first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $37.5M in Q1 2021. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Insight Wealth Strategies held 171,403 shares of Chevron worth $28.4M as of Q2 2026.
  • Insight Wealth Strategies sold 3,820 Chevron shares in Q2 2026, an estimated $711K.
  • Chevron made up 2.77% of Insight Wealth Strategies's portfolio in Q2 2026, its #6 holding.
  • Insight Wealth Strategies first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
  • Insight Wealth Strategies's Chevron position peaked at $37.5M in Q1 2021.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.