Regatta Capital Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $727K | Sell |
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|
2025
Q2 | $732K | Sell |
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|
2025
Q1 | $940K | Sell |
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|
2024
Q4 | $827K | Buy |
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|
2024
Q3 | $810K | Buy |
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|
2024
Q2 | $783K | Sell |
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|
2024
Q1 | $835K | Buy |
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|
2023
Q4 | $687K | Buy |
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|
2023
Q3 | $712K | Sell |
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|
2023
Q2 | $851K | Buy |
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|
2023
Q1 | $865K | Hold |
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|
2022
Q4 | $865K | Buy |
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|
2022
Q3 | $568K | Buy |
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|
2022
Q2 | $518K | Sell |
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|
2022
Q1 | $764K | Sell |
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|
2021
Q4 | $551K | Buy |
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