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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
2019
Q2 		– Sell
-400
Closed -$49K – 324
2019
Q1 		$49K Buy
+400
New +$47.3K 0.01% 320

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.