RIA
Regal Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.73M | Buy |
54,006
+4,032
| +8% | +$577K | 0.58% | 41 |
|
|
2025
Q1 | $8.36M | Sell |
49,974
-20,349
| -29% | -$3.4M | 0.68% | 34 |
|
|
2024
Q4 | $10.2M | Buy |
70,323
+12,599
| +22% | +$1.82M | 0.77% | 22 |
|
|
2024
Q3 | $8.5M | Buy |
57,724
+1,773
| +3% | +$261K | 0.6% | 37 |
|
|
2024
Q2 | $8.75M | Buy |
55,951
+1,988
| +4% | +$311K | 0.57% | 37 |
|
|
2024
Q1 | $8.51M | Sell |
53,963
-422
| -0.8% | -$66.6K | 0.58% | 37 |
|
|
2023
Q4 | $8.11M | Sell |
54,385
-400
| -0.7% | -$59.7K | 0.61% | 37 |
|
|
2023
Q3 | $9.24M | Buy |
54,785
+6,127
| +13% | +$1.03M | 0.78% | 25 |
|
|
2023
Q2 | $7.66M | Buy |
48,658
+1,746
| +4% | +$275K | 0.64% | 37 |
|
|
2023
Q1 | $7.65M | Buy |
46,912
+4,017
| +9% | +$655K | 0.68% | 34 |
|
|
2022
Q4 | $7.7M | Buy |
42,895
+979
| +2% | +$176K | 0.75% | 32 |
|
|
2022
Q3 | $6.02M | Buy |
41,916
+2,879
| +7% | +$414K | 0.64% | 38 |
|
|
2022
Q2 | $5.65M | Buy |
39,037
+1,780
| +5% | +$258K | 0.59% | 43 |
|
|
2022
Q1 | $6.07M | Sell |
37,257
-769
| -2% | -$125K | 0.56% | 43 |
|
|
2021
Q4 | $4.46M | Buy |
38,026
+311
| +0.8% | +$36.5K | 0.4% | 64 |
|
|
2021
Q3 | $3.83M | Buy |
37,715
+1,536
| +4% | +$156K | 0.37% | 72 |
|
|
2021
Q2 | $3.79M | Buy |
+36,179
| New | +$3.79M | 0.38% | 70 |
|
|
2021
Q1 | – | Sell |
-40,945
| Closed | -$3.46M | – | 96 |
|
|
2020
Q4 | $3.46M | Buy |
+40,945
| New | +$3.46M | 0.39% | 69 |
|
|
2020
Q1 | – | Sell |
-32,101
| Closed | -$3.87M | – | 75 |
|
|
2019
Q4 | $3.87M | Buy |
32,101
+320
| +1% | +$38.6K | 0.7% | 34 |
|
|
2019
Q3 | $3.77M | Sell |
31,781
-2,035
| -6% | -$241K | 0.74% | 32 |
|
|
2019
Q2 | $4.21M | Buy |
33,816
+5,400
| +19% | +$672K | 0.82% | 29 |
|
|
2019
Q1 | $3.5M | Buy |
28,416
+4,567
| +19% | +$563K | 0.71% | 38 |
|
|
2018
Q4 | $2.6M | Buy |
23,849
+3,405
| +17% | +$370K | 0.57% | 49 |
|
|
2018
Q3 | $2.5M | Buy |
20,444
+6,421
| +46% | +$785K | 0.53% | 50 |
|
|
2018
Q2 | $1.77M | Buy |
14,023
+4,542
| +48% | +$574K | 0.54% | 56 |
|
|
2018
Q1 | $1.08M | Buy |
9,481
+297
| +3% | +$33.9K | 0.24% | 117 |
|
|
2017
Q4 | $1.15M | Sell |
9,184
-141
| -2% | -$17.7K | 0.26% | 110 |
|
|
2017
Q3 | $1.1M | Buy |
9,325
+520
| +6% | +$61.1K | 0.26% | 112 |
|
|
2017
Q2 | $919K | Buy |
8,805
+617
| +8% | +$64.4K | 0.23% | 118 |
|
|
2017
Q1 | $879K | Buy |
8,188
+1,259
| +18% | +$135K | 0.23% | 118 |
|
|
2016
Q4 | $816K | Sell |
6,929
-3,072
| -31% | -$362K | 0.23% | 121 |
|
|
2016
Q3 | $1.03M | Buy |
10,001
+944
| +10% | +$97.1K | 0.29% | 100 |
|
|
2016
Q2 | $949K | Buy |
9,057
+701
| +8% | +$73.5K | 0.26% | 106 |
|
|
2016
Q1 | $797K | Sell |
8,356
-4,235
| -34% | -$404K | 0.22% | 117 |
|
|
2015
Q4 | $1.13M | Sell |
12,591
-850
| -6% | -$76.4K | 0.29% | 98 |
|
|
2015
Q3 | $1.06M | Buy |
13,441
+4,952
| +58% | +$391K | 0.28% | 102 |
|
|
2015
Q2 | $818K | Sell |
8,489
-428
| -5% | -$41.2K | 0.22% | 110 |
|
|
2015
Q1 | $936K | Buy |
8,917
+2,835
| +47% | +$298K | 0.23% | 115 |
|
|
2014
Q4 | $682K | Buy |
6,082
+3,843
| +172% | +$431K | 0.18% | 127 |
|
|
2014
Q3 | $267K | Sell |
2,239
-455
| -17% | -$54.3K | 0.08% | 197 |
|
|
2014
Q2 | $352K | Buy |
2,694
+822
| +44% | +$107K | 0.13% | 158 |
|
|
2014
Q1 | $223K | Buy |
1,872
+1,042
| +126% | +$124K | 0.09% | 172 |
|
|
2013
Q4 | $104K | Sell |
830
-430
| -34% | -$53.9K | 0.06% | 203 |
|
|
2013
Q3 | $153K | Sell |
1,260
-100
| -7% | -$12.1K | 0.09% | 189 |
|
|
2013
Q2 | $161K | Buy |
+1,360
| New | +$161K | 0.09% | 177 |
|