Insight Wealth Strategies, LLC CVX Holdings History
Insight Wealth Strategies, LLC's Chevron Corp Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 217,541.00 shares of Chevron Corp(CVX), totaling $31.67 Mil. This investment constitutes 4% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0.01% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2018Q4. And since then Insight Wealth Strategies, LLC has made 16 purchases of CVX, at an average price of $116.16, for a total of 431,715.00 shares. In addition, there have been 9 sales at an average price of $134.84 for 214,174.00 shares. Based on historical transaction data and CVX's current price of $150.04, Insight Wealth Strategies, LLC's estimated gain on his CVX holdings is $11.37 Mil, reflecting a 22.68% gain to date.
Insight Wealth Strategies, LLC CVX ($150.04) Holding Chart
Insight Wealth Strategies, LLC CVX ($150.04) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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