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 | |
|---|---|---|---|---|---|---|---|---|
|
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
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. 4,137 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.
- 4,137 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.