Regal Wealth Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $242K | Hold |
1,606
| – | – | 0.15% | 40 |
|
|
2023
Q3 | $271K | Buy |
1,606
+1
| +0.1% | +$169 | 0.18% | 37 |
|
|
2023
Q2 | $248K | Hold |
1,605
| – | – | 0.16% | 41 |
|
|
2023
Q1 | $274K | Buy |
1,605
+5
| +0.3% | +$854 | 0.19% | 42 |
|
|
2022
Q4 | $287K | Hold |
1,600
| – | – | 0.21% | 34 |
|
|
2022
Q3 | $269K | Hold |
1,600
| – | – | 0.21% | 37 |
|
|
2022
Q2 | $232K | Hold |
1,600
| – | – | 0.17% | 44 |
|
|
2022
Q1 | $265K | Buy |
+1,600
| New | +$265K | 0.17% | 45 |
|
|
2021
Q2 | – | Sell |
-1,400
| Closed | -$147K | – | 96 |
|
|
2021
Q1 | $147K | Buy |
1,400
+583
| +71% | +$61.2K | 0.09% | 49 |
|
|
2020
Q4 | $69K | Buy |
817
+9
| +1% | +$760 | 0.04% | 77 |
|
|
2020
Q3 | $58K | Buy |
808
+185
| +30% | +$13.3K | 0.05% | 77 |
|
|
2020
Q2 | $56K | Buy |
623
+7
| +1% | +$629 | 0.05% | 76 |
|
|
2020
Q1 | $45K | Sell |
616
-11
| -2% | -$804 | 0.04% | 75 |
|
|
2019
Q4 | $75K | Buy |
627
+7
| +1% | +$837 | 0.05% | 68 |
|
|
2019
Q3 | $74K | Buy |
620
+6
| +1% | +$716 | 0.05% | 63 |
|
|
2019
Q2 | $76K | Buy |
614
+5
| +0.8% | +$619 | 0.05% | 66 |
|
|
2019
Q1 | $75K | Buy |
609
+6
| +1% | +$739 | 0.05% | 63 |
|
|
2018
Q4 | $66K | Buy |
603
+6
| +1% | +$657 | 0.06% | 63 |
|
|
2018
Q3 | $73K | Buy |
597
+5
| +0.8% | +$611 | 0.05% | 63 |
|
|
2018
Q2 | $75K | Buy |
592
+2
| +0.3% | +$253 | 0.08% | 63 |
|
|
2018
Q1 | $67K | Buy |
590
+6
| +1% | +$681 | 0.05% | 66 |
|
|
2017
Q4 | $73K | Buy |
584
+21
| +4% | +$2.63K | 0.05% | 64 |
|
|
2017
Q3 | $66K | Sell |
563
-325
| -37% | -$38.1K | 0.05% | 64 |
|
|
2017
Q2 | $93K | Buy |
888
+9
| +1% | +$943 | 0.07% | 53 |
|
|
2017
Q1 | $94K | Buy |
879
+8
| +0.9% | +$856 | 0.07% | 53 |
|
|
2016
Q4 | $102K | Sell |
871
-35
| -4% | -$4.1K | 0.08% | 51 |
|
|
2016
Q3 | $93K | Buy |
906
+503
| +125% | +$51.6K | 0.08% | 43 |
|
|
2016
Q2 | $42K | Sell |
403
-57
| -12% | -$5.94K | 0.04% | 64 |
|
|
2016
Q1 | $44K | Buy |
460
+6
| +1% | +$574 | 0.04% | 65 |
|
|
2015
Q4 | $41K | Buy |
+454
| New | +$41K | 0.04% | 69 |
|