Insigneo Advisory Services’s Chevron CVX Stock Holding History

Insigneo Advisory Services’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 Q1	$4.46M	Sell	21,562 -1,116	-5%	-$204K	0.32%	49
2025 Q4	$3.46M	Sell	22,678 -812	-3%	-$124K	0.25%	66
2025 Q3	$3.65M	Buy	23,490 +952	+4%	+$147K	0.26%	65
2025 Q2	$3.23M	Buy	22,538 +3,501	+18%	+$494K	0.28%	66
2025 Q1	$3.18M	Sell	19,037 -1,112	-6%	-$174K	0.33%	54
2024 Q4	$2.92M	Buy	20,149 +1,960	+11%	+$300K	0.3%	58
2024 Q3	$2.68M	Buy	18,189 +1,226	+7%	+$182K	0.27%	72
2024 Q2	$2.45M	Sell	16,963 -2,512	-13%	-$401K	0.28%	71
2024 Q1	$3.07M	Buy	19,475 +186	+1%	+$28.1K	0.37%	51
2023 Q4	$2.88M	Buy	19,289 +2,714	+16%	+$410K	0.41%	44
2023 Q3	$2.79M	Buy	16,575 +1,970	+13%	+$318K	0.57%	32
2023 Q2	$2.3M	Buy	14,605 +4,482	+44%	+$719K	0.44%	44
2023 Q1	$1.65M	Sell	10,123 -769	-7%	-$129K	0.53%	36
2022 Q4	$1.96M	Buy	+10,892	New	+$1.9M	0.74%	27

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Insigneo Advisory Services's CVX Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Chevron (CVX) stake by 4.9% in Q1 2026, selling an estimated $204K and leaving 21,562 shares worth $4.46M. The position accounts for 0.32% of the portfolio, ranked #49.

Insigneo Advisory Services first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Insigneo Advisory Services held 21,562 shares of Chevron worth $4.46M as of Q1 2026.
Insigneo Advisory Services sold 1,116 Chevron shares in Q1 2026, an estimated $204K.
Chevron made up 0.32% of Insigneo Advisory Services's portfolio in Q1 2026, its #49 holding.
Insigneo Advisory Services first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.