A detailed history of Insight Wealth Strategies, LLC transactions in Chevron Corp stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 199,923 shares of CVX stock, worth $28.6 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares
199,923
Previous 198,850 0.54%
Holding current value
$28.6 Million
Previous $31.1 Million 5.36%
% of portfolio
3.93%
Previous 4.45%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$137.88 - $161.97 $147,945 - $173,793
1,073 Added 0.54%
199,923 $29.4 Million
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

About CHEVRON CORP


  • Ticker CVX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 1,957,430,016
  • Market Cap $280B
  • 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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