Inspirion Wealth Advisors’s Chevron CVX Stock Holding History

Inspirion Wealth Advisors’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	–	Sell	-1,050	Closed	-$217K	–	191
2026 Q1	$217K	Buy	+1,050	New	+$191K	0.03%	159
2020 Q1	–	Sell	-1,963	Closed	-$237K	–	75
2019 Q4	$237K	Hold	1,963	–	–	0.08%	71
2019 Q3	$233K	Hold	1,963	–	–	0.1%	69
2019 Q2	$244K	Buy	1,963 +18	+0.9%	+$2.18K	0.11%	67
2019 Q1	$240K	Hold	1,945	–	–	0.11%	66
2018 Q4	$212K	Hold	1,945	–	–	0.11%	66
2018 Q3	$238K	Hold	1,945	–	–	0.1%	66
2018 Q2	$246K	Sell	1,945 -102	-5%	-$12.7K	0.12%	64
2018 Q1	$233K	Hold	2,047	–	–	0.11%	65
2017 Q4	$256K	Buy	2,047 +112	+6%	+$13.3K	0.12%	58
2017 Q3	$227K	Sell	1,935 -7	-0.4%	-$764	0.12%	60
2017 Q2	$203K	Hold	1,942	–	–	0.11%	67
2017 Q1	$209K	Buy	1,942 +75	+4%	+$8.41K	0.12%	63
2016 Q4	$220K	Buy	+1,867	New	+$203K	0.14%	58
2016 Q3	–	Sell	-1,966	Closed	-$206K	–	61
2016 Q2	$206K	Buy	+1,966	New	+$198K	0.13%	59

Other funds holding CVX

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Inspirion Wealth Advisors's CVX Position: Q2 2026 in Review

Inspirion Wealth Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,050 shares — an estimated $217K sold.

Inspirion Wealth Advisors first reported a position in CVX in Q2 2016 and held it in 15 quarters. The position peaked at $256K in Q4 2017. 1,827 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Inspirion Wealth Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Inspirion Wealth Advisors sold 1,050 Chevron shares in Q2 2026, an estimated $217K.
Inspirion Wealth Advisors first reported a position in Chevron in Q2 2016 and held it in 15 quarters.
Inspirion Wealth Advisors's Chevron position peaked at $256K in Q4 2017.
1,827 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.