RWG
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Regal Wealth Group’s Chevron CVX Stock Holding History

Regal Wealth Group’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
2023
Q4 		$242K Hold
1,606
– – 0.15% 40
2023
Q3 		$271K Buy
1,606
+1
+0.1% +$162 0.18% 37
2023
Q2 		$248K Hold
1,605
– – 0.16% 41
2023
Q1 		$274K Buy
1,605
+5
+0.3% +$838 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 +$229K 0.17% 45
2021
Q2 		– Sell
-1,400
Closed -$147K – 96
2021
Q1 		$147K Buy
1,400
+583
+71% +$56.9K 0.09% 49
2020
Q4 		$69K Buy
817
+9
+1% +$729 0.04% 77
2020
Q3 		$58K Buy
808
+185
+30% +$15.6K 0.05% 77
2020
Q2 		$56K Buy
623
+7
+1% +$627 0.05% 76
2020
Q1 		$45K Sell
616
-11
-2% -$1.09K 0.04% 75
2019
Q4 		$75K Buy
627
+7
+1% +$824 0.05% 68
2019
Q3 		$74K Buy
620
+6
+1% +$729 0.05% 63
2019
Q2 		$76K Buy
614
+5
+0.8% +$605 0.05% 66
2019
Q1 		$75K Buy
609
+6
+1% +$710 0.05% 63
2018
Q4 		$66K Buy
603
+6
+1% +$695 0.06% 63
2018
Q3 		$73K Buy
597
+5
+0.8% +$607 0.05% 63
2018
Q2 		$75K Buy
592
+2
+0.3% +$248 0.08% 63
2018
Q1 		$67K Buy
590
+6
+1% +$717 0.05% 66
2017
Q4 		$73K Buy
584
+21
+4% +$2.49K 0.05% 64
2017
Q3 		$66K Sell
563
-325
-37% -$35.5K 0.05% 64
2017
Q2 		$93K Buy
888
+9
+1% +$953 0.07% 53
2017
Q1 		$94K Buy
879
+8
+0.9% +$897 0.07% 53
2016
Q4 		$102K Sell
871
-35
-4% -$3.81K 0.08% 51
2016
Q3 		$93K Buy
906
+503
+125% +$51.4K 0.08% 43
2016
Q2 		$42K Sell
403
-57
-12% -$5.73K 0.04% 64
2016
Q1 		$44K Buy
460
+6
+1% +$525 0.04% 65
2015
Q4 		$41K Buy
+454
New +$40.9K 0.04% 69

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Wealth Group's CVX Position: Q4 2023 in Review

Regal Wealth Group held its Chevron (CVX) position steady in Q4 2023 at 1,606 shares worth $242K. The position accounts for 0.15% of the portfolio, ranked #40.

Regal Wealth Group first reported a position in CVX in Q4 2015 and has held it in 30 quarters since. The position peaked at $287K in Q4 2022. 3,466 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

  • Regal Wealth Group held 1,606 shares of Chevron worth $242K as of Q4 2023.
  • Regal Wealth Group left its Chevron share count unchanged in Q4 2023.
  • Chevron made up 0.15% of Regal Wealth Group's portfolio in Q4 2023, its #40 holding.
  • Regal Wealth Group first reported a position in Chevron in Q4 2015 and has held it in 30 quarters since.
  • Regal Wealth Group's Chevron position peaked at $287K in Q4 2022.
  • 3,466 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.