Regent Peak Wealth Advisors’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 | $653K | Buy |
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|
2025
Q1 | $679K | Sell |
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|
2024
Q4 | $596K | Buy |
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|
2024
Q3 | $582K | Sell |
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|
2024
Q2 | $698K | Buy |
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|
2024
Q1 | $686K | Sell |
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|
2023
Q4 | $753K | Sell |
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|
2023
Q3 | $857K | Buy |
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|
2023
Q2 | $789K | Buy |
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|
2023
Q1 | $817K | Sell |
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|
2022
Q4 | $913K | Buy |
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|
2022
Q3 | $714K | Buy |
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|
2022
Q2 | $691K | Buy |
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|
2022
Q1 | $753K | Buy |
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|
2021
Q4 | $519K | Buy |
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|
2021
Q3 | $436K | Sell |
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|
2021
Q2 | $443K | Buy |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $350K | Buy |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $356K | Sell |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $664K | Buy |
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