Regatta Capital Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Sell |
5,111
-510
| -9% | -$73K | 0.13% | 109 |
|
|
2025
Q1 | $940K | Sell |
5,621
-92
| -2% | -$15.4K | 0.18% | 85 |
|
|
2024
Q4 | $827K | Buy |
5,713
+216
| +4% | +$31.3K | 0.16% | 88 |
|
|
2024
Q3 | $810K | Buy |
5,497
+493
| +10% | +$72.6K | 0.16% | 93 |
|
|
2024
Q2 | $783K | Sell |
5,004
-290
| -5% | -$45.4K | 0.17% | 92 |
|
|
2024
Q1 | $835K | Buy |
5,294
+688
| +15% | +$109K | 0.19% | 87 |
|
|
2023
Q4 | $687K | Buy |
4,606
+381
| +9% | +$56.8K | 0.18% | 85 |
|
|
2023
Q3 | $712K | Sell |
4,225
-1,182
| -22% | -$199K | 0.23% | 79 |
|
|
2023
Q2 | $851K | Buy |
5,407
+586
| +12% | +$92.2K | 0.27% | 75 |
|
|
2023
Q1 | $865K | Hold |
4,821
| – | – | 0.31% | 76 |
|
|
2022
Q4 | $865K | Buy |
4,821
+895
| +23% | +$161K | 0.31% | 76 |
|
|
2022
Q3 | $568K | Buy |
3,926
+350
| +10% | +$50.6K | 0.23% | 91 |
|
|
2022
Q2 | $518K | Sell |
3,576
-1,116
| -24% | -$162K | 0.25% | 89 |
|
|
2022
Q1 | $764K | Sell |
4,692
-5
| -0.1% | -$814 | 0.26% | 85 |
|
|
2021
Q4 | $551K | Buy |
+4,697
| New | +$551K | 0.19% | 97 |
|