Position in CVX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,380,780
+$949,187 QoQ
Shares Held
8,330
+299.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,066
of 4,109 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Sep 30, 2020CallValue
$146,000
CallShares
30,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Insight Wealth Partners, LLC holds $2,871,164 across 2 Oil & Gas Integrated names. CVX ranks #2 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
10,901 | $1,490,384 | |
| 2 | CVX |
Chevron Corp
This page
|
8,330 | $1,380,780 |
All Filings in CVX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,380,780 | 8,330 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $431,593 | 2,086 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $321,737 | 2,111 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $417,574 | 2,689 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $399,213 | 2,788 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $540,848 | 3,233 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $345,588 | 2,386 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $411,914 | 2,797 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $300,013 | 1,918 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $280,146 | 1,776 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $264,908 | 1,776 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $299,469 | 1,776 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $279,453 | 1,776 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $289,772 | 1,776 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $318,774 | 1,776 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $255,157 | 1,776 | Shares | Sole | 2022-12-01 | |
| 2022-06-30 | $456,201 | 3,151 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $289,186 | 1,776 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $210,525 | 1,794 | Shares | Sole | 2022-02-04 | |
| 2020-09-30 | $146,000 | 30,000 | Call | Sole | 2020-10-16 | |
| 2020-09-30 | $37,584 | 522 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $501,000 | 30,000 | Call | Sole | 2020-07-20 | |
| 2020-06-30 | $46,578 | 522 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $277,000 | 30,000 | Call | Sole | 2020-05-07 | |
| 2020-03-31 | $37,824 | 522 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||