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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return