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Regal Investment Advisors’s Chevron CVX Stock Holding History

Regal Investment 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
Q1 		$13.5M Buy
65,106
+4,195
+7% +$765K 0.78% 23
2025
Q4 		$9.28M Buy
60,911
+5,294
+10% +$806K 0.56% 38
2025
Q3 		$8.64M Buy
55,617
+1,611
+3% +$249K 0.56% 43
2025
Q2 		$7.73M Buy
54,006
+4,032
+8% +$568K 0.58% 41
2025
Q1 		$8.36M Sell
49,974
-20,349
-29% -$3.19M 0.68% 34
2024
Q4 		$10.2M Buy
70,323
+12,599
+22% +$1.93M 0.77% 22
2024
Q3 		$8.5M Buy
57,724
+1,773
+3% +$264K 0.6% 37
2024
Q2 		$8.75M Buy
55,951
+1,988
+4% +$317K 0.57% 38
2024
Q1 		$8.51M Sell
53,963
-422
-0.8% -$63.7K 0.58% 37
2023
Q4 		$8.11M Sell
54,385
-400
-0.7% -$60.5K 0.61% 37
2023
Q3 		$9.24M Buy
54,785
+6,127
+13% +$990K 0.78% 26
2023
Q2 		$7.66M Buy
48,658
+1,746
+4% +$280K 0.64% 37
2023
Q1 		$7.65M Buy
46,912
+4,017
+9% +$673K 0.68% 34
2022
Q4 		$7.7M Buy
42,895
+979
+2% +$171K 0.75% 32
2022
Q3 		$6.02M Buy
41,916
+2,879
+7% +$439K 0.64% 39
2022
Q2 		$5.65M Buy
39,037
+1,780
+5% +$294K 0.59% 43
2022
Q1 		$6.07M Sell
37,257
-769
-2% -$110K 0.56% 43
2021
Q4 		$4.46M Buy
38,026
+311
+0.8% +$35.3K 0.4% 64
2021
Q3 		$3.83M Buy
37,715
+1,536
+4% +$153K 0.37% 72
2021
Q2 		$3.79M Buy
+36,179
New +$3.82M 0.38% 70
2021
Q1 		– Sell
-40,945
Closed -$3.46M – 97
2020
Q4 		$3.46M Buy
+40,945
New +$3.32M 0.39% 69
2020
Q1 		– Sell
-32,101
Closed -$3.87M – 76
2019
Q4 		$3.87M Buy
32,101
+320
+1% +$37.7K 0.7% 34
2019
Q3 		$3.77M Sell
31,781
-2,035
-6% -$247K 0.74% 32
2019
Q2 		$4.21M Buy
33,816
+5,400
+19% +$653K 0.82% 29
2019
Q1 		$3.5M Buy
28,416
+4,567
+19% +$540K 0.71% 38
2018
Q4 		$2.6M Buy
23,849
+3,405
+17% +$394K 0.57% 49
2018
Q3 		$2.5M Buy
20,444
+6,421
+46% +$779K 0.53% 50
2018
Q2 		$1.77M Buy
14,023
+4,542
+48% +$564K 0.54% 56
2018
Q1 		$1.08M Buy
9,481
+297
+3% +$35.5K 0.24% 117
2017
Q4 		$1.15M Sell
9,184
-141
-2% -$16.7K 0.26% 110
2017
Q3 		$1.1M Buy
9,325
+520
+6% +$56.8K 0.26% 112
2017
Q2 		$919K Buy
8,805
+617
+8% +$65.4K 0.23% 118
2017
Q1 		$879K Buy
8,188
+1,259
+18% +$141K 0.23% 118
2016
Q4 		$816K Sell
6,929
-3,072
-31% -$335K 0.23% 121
2016
Q3 		$1.03M Buy
10,001
+944
+10% +$96.4K 0.29% 100
2016
Q2 		$949K Buy
9,057
+701
+8% +$70.5K 0.26% 106
2016
Q1 		$797K Sell
8,356
-4,235
-34% -$370K 0.22% 117
2015
Q4 		$1.13M Sell
12,591
-850
-6% -$76.6K 0.29% 98
2015
Q3 		$1.06M Buy
13,441
+4,952
+58% +$417K 0.28% 102
2015
Q2 		$818K Sell
8,489
-428
-5% -$44.9K 0.22% 110
2015
Q1 		$936K Buy
8,917
+2,835
+47% +$303K 0.23% 115
2014
Q4 		$682K Buy
6,082
+3,843
+172% +$437K 0.18% 127
2014
Q3 		$267K Sell
2,239
-455
-17% -$58.1K 0.08% 197
2014
Q2 		$352K Buy
2,694
+822
+44% +$102K 0.13% 158
2014
Q1 		$223K Buy
1,872
+1,042
+126% +$121K 0.09% 172
2013
Q4 		$104K Sell
830
-430
-34% -$52K 0.06% 203
2013
Q3 		$153K Sell
1,260
-100
-7% -$12.3K 0.09% 189
2013
Q2 		$161K Buy
+1,360
New +$164K 0.09% 177

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Regal Investment Advisors's CVX Position: Q1 2026 in Review

Regal Investment Advisors increased its Chevron (CVX) stake by 6.9% in Q1 2026, buying an estimated $765K and bringing the position to 65,106 shares worth $13.5M. The position accounts for 0.78% of the portfolio, ranked #23.

Regal Investment Advisors first reported a position in CVX in Q2 2013 and has held it in 48 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Regal Investment Advisors held 65,106 shares of Chevron worth $13.5M as of Q1 2026.
  • Regal Investment Advisors bought 4,195 Chevron shares in Q1 2026, an estimated $765K.
  • Chevron made up 0.78% of Regal Investment Advisors's portfolio in Q1 2026, its #23 holding.
  • Regal Investment Advisors first reported a position in Chevron in Q2 2013 and has held it in 48 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.