Regency Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,285
| Closed | -$341K | – | 53 |
|
|
2023
Q4 | $341K | Sell |
2,285
-8,670
| -79% | -$1.29M | 0.23% | 44 |
|
|
2023
Q3 | $1.85M | Sell |
10,955
-1,935
| -15% | -$326K | 1.57% | 24 |
|
|
2023
Q2 | $2.03M | Buy |
+12,890
| New | +$2.03M | 1.76% | 22 |
|
|
2022
Q3 | – | Sell |
-600
| Closed | -$87K | – | 53 |
|
|
2022
Q2 | $87K | Hold |
600
| – | – | 0.09% | 47 |
|
|
2022
Q1 | $98K | Sell |
600
-724
| -55% | -$118K | 0.07% | 62 |
|
|
2021
Q4 | $155K | Sell |
1,324
-341
| -20% | -$39.9K | 0.1% | 61 |
|
|
2021
Q3 | $169K | Buy |
1,665
+165
| +11% | +$16.7K | 0.12% | 63 |
|
|
2021
Q2 | $157K | Sell |
1,500
-6
| -0.4% | -$628 | 0.12% | 69 |
|
|
2021
Q1 | $158K | Buy |
+1,506
| New | +$158K | 0.17% | 75 |
|