Insight Wealth Strategies, LLC Chevron Corp Transaction History

Insight Wealth Strategies, LLC

$699 Million
Q2 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Chevron Corp stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 198,850 shares of CVX stock, worth $28.9 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares

198,850

Previous 186,676 6.52%

Holding current value

$28.9 Million

Previous $29.4 Million 5.63%

% of portfolio

4.45%

Previous 4.35%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	BUY	$152.57 - $166.33 $1.86 Million - $2.02 Million	12,174 Added 6.52%	198,850 $31.1 Million
Q1 2024 Apr 05, 2024	BUY	$141.82 - $157.74 $319,662 - $355,545	2,254 Added 1.22%	186,676 $29.4 Million
Q4 2023 Jan 12, 2024	BUY	$141.77 - $169.1 $896,695 - $1.07 Million	6,325 Added 3.55%	184,422 $27.5 Million
Q3 2023 Oct 13, 2023	BUY	$152.88 - $171.04 $1.45 Million - $1.63 Million	9,502 Added 5.64%	178,097 $30 Million
Q2 2023 Jul 14, 2023	BUY	$150.62 - $172.44 $167,790 - $192,098	1,114 Added 0.67%	168,595 $26.5 Million
Q1 2023 Apr 06, 2023	SELL	$152.34 - $187.79 $163,613 - $201,686	-1,074 Reduced 0.64%	167,481 $27.3 Million
Q4 2022 Jan 06, 2023	SELL	$151.73 - $188.05 $3.09 Million - $3.83 Million	-20,361 Reduced 10.78%	168,555 $0
Q2 2022 Jul 01, 2022	SELL	$142.43 - $181.13 $2.97 Million - $3.78 Million	-20,857 Reduced 9.94%	188,916 $27.4 Million
Q1 2022 Apr 12, 2022	SELL	$119.26 - $170.9 $9.38 Million - $13.4 Million	-78,647 Reduced 27.27%	209,773 $34.2 Million
Q4 2021 Jan 31, 2022	SELL	$104.33 - $118.79 $4.66 Million - $5.31 Million	-44,698 Reduced 13.42%	288,420 $33.8 Million
Q3 2021 Oct 28, 2021	BUY	$94.29 - $106.21 $409,501 - $461,270	4,343 Added 1.32%	333,118 $33.8 Million
Q2 2021 Aug 12, 2021	SELL	$100.95 - $110.81 $2.96 Million - $3.25 Million	-29,295 Reduced 8.18%	328,775 $34.4 Million
Q1 2021 May 12, 2021	BUY	$84.71 - $111.56 $3.8 Million - $5 Million	44,852 Added 14.32%	358,070 $37.5 Million
Q4 2020 Feb 05, 2021	BUY	$66.88 - $95.62 $1.43 Million - $2.04 Million	21,347 Added 7.31%	313,218 $26.5 Million
Q3 2020 Oct 29, 2020	BUY	$71.8 - $91.39 $715,271 - $910,427	9,962 Added 3.53%	291,871 $21 Million
Q2 2020 Jul 31, 2020	SELL	$68.56 - $103.24 $24,818 - $37,372	-362 Reduced 0.13%	281,909 $25.2 Million
Q1 2020 Apr 21, 2020	BUY	$54.22 - $121.43 $48,255 - $108,072	890 Added 0.32%	282,271 $20.5 Million
Q4 2019 Feb 21, 2020	BUY	$111.71 - $122.28 $3.01 Million - $3.3 Million	26,961 Added 10.6%	281,381 $33.9 Million
Q3 2019 Nov 06, 2019	BUY	$115.18 - $126.54 $4.48 Million - $4.92 Million	38,869 Added 18.03%	254,420 $30.2 Million
Q2 2019 Aug 06, 2019	SELL	$113.85 - $126.68 $314,795 - $350,270	-2,765 Reduced 1.27%	215,551 $26.8 Million
Q1 2019 Apr 24, 2019	SELL	$108.57 - $125.88 $1.75 Million - $2.03 Million	-16,115 Reduced 6.87%	218,316 $26.9 Million
Q4 2018 Feb 12, 2019	BUY	$100.99 - $126.82 $23.7 Million - $29.7 Million	234,431 New	234,431 $25.5 Million

Others Institutions Holding CVX

# of Institutions

3,837

Shares Held

1.37B

Call Options Held

18.4M

Put Options Held

17.2M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $285B
Description
Chevron Corporation, through its subsidiaries, engages in integrated energy and chemicals operations worldwide. The company operates in two segments, Upstream and Downstream. The Upstream segment is involved in the exploration, development, production, and transportation of crude oil and natural gas; processing, liquefaction, transportation, and...

More about CVX

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Insight Wealth Strategies, LLC Chevron Corp Transaction History