RCG
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Regatta Capital Group’s Chevron CVX Stock Holding History

Regatta Capital 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
2026
Q2 		$862K Buy
5,200
+84
+2% +$15.6K 0.12% 104
2026
Q1 		$1.06M Buy
5,116
+33
+0.6% +$6.02K 0.16% 89
2025
Q4 		$775K Buy
5,083
+403
+9% +$61.4K 0.12% 111
2025
Q3 		$727K Sell
4,680
-431
-8% -$66.8K 0.11% 113
2025
Q2 		$732K Sell
5,111
-510
-9% -$71.9K 0.13% 109
2025
Q1 		$940K Sell
5,621
-92
-2% -$14.4K 0.18% 85
2024
Q4 		$827K Buy
5,713
+216
+4% +$33.1K 0.16% 88
2024
Q3 		$810K Buy
5,497
+493
+10% +$73.4K 0.16% 93
2024
Q2 		$783K Sell
5,004
-290
-5% -$46.2K 0.17% 92
2024
Q1 		$835K Buy
5,294
+688
+15% +$104K 0.19% 87
2023
Q4 		$687K Buy
4,606
+381
+9% +$57.6K 0.18% 85
2023
Q3 		$712K Sell
4,225
-1,182
-22% -$191K 0.23% 79
2023
Q2 		$851K Buy
5,407
+586
+12% +$93.9K 0.27% 75
2023
Q1 		$865K Hold
4,821
– – 0.31% 76
2022
Q4 		$865K Buy
4,821
+895
+23% +$156K 0.31% 76
2022
Q3 		$568K Buy
3,926
+350
+10% +$53.4K 0.23% 91
2022
Q2 		$518K Sell
3,576
-1,116
-24% -$184K 0.25% 89
2022
Q1 		$764K Sell
4,692
-5
-0.1% -$717 0.26% 85
2021
Q4 		$551K Buy
+4,697
New +$534K 0.19% 97

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Regatta Capital Group's CVX Position: Q2 2026 in Review

Regatta Capital Group increased its Chevron (CVX) stake by 1.6% in Q2 2026, buying an estimated $15.6K and bringing the position to 5,200 shares worth $862K. The position accounts for 0.12% of the portfolio, ranked #104.

Regatta Capital Group first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q1 2026. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Regatta Capital Group held 5,200 shares of Chevron worth $862K as of Q2 2026.
  • Regatta Capital Group bought 84 Chevron shares in Q2 2026, an estimated $15.6K.
  • Chevron made up 0.12% of Regatta Capital Group's portfolio in Q2 2026, its #104 holding.
  • Regatta Capital Group first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's Chevron position peaked at $1.06M in Q1 2026.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.