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Regent Peak Wealth Advisors’s Chevron CVX Stock Holding History

Regent Peak Wealth Advisors’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
Q2 		$809K Buy
4,883
+350
+8% +$65.1K 0.15% 68
2026
Q1 		$938K Buy
4,533
+345
+8% +$62.9K 0.19% 58
2025
Q4 		$638K Sell
4,188
-14
-0.3% -$2.13K 0.13% 75
2025
Q3 		$653K Buy
+4,202
New +$651K 0.13% 67
2025
Q1 		$679K Sell
4,059
-58
-1% -$9.08K 0.16% 65
2024
Q4 		$596K Buy
4,117
+168
+4% +$25.7K 0.13% 73
2024
Q3 		$582K Sell
3,949
-511
-11% -$76.1K 0.13% 81
2024
Q2 		$698K Buy
4,460
+110
+3% +$17.5K 0.16% 76
2024
Q1 		$686K Sell
4,350
-698
-14% -$105K 0.17% 74
2023
Q4 		$753K Sell
5,048
-33
-0.6% -$4.99K 0.2% 65
2023
Q3 		$857K Buy
5,081
+68
+1% +$11K 0.26% 61
2023
Q2 		$789K Buy
5,013
+9
+0.2% +$1.44K 0.23% 62
2023
Q1 		$817K Sell
5,004
-81
-2% -$13.6K 0.25% 58
2022
Q4 		$913K Buy
5,085
+114
+2% +$19.9K 0.3% 59
2022
Q3 		$714K Buy
4,971
+192
+4% +$29.3K 0.25% 68
2022
Q2 		$691K Buy
4,779
+157
+3% +$26K 0.23% 65
2022
Q1 		$753K Buy
4,622
+196
+4% +$28.1K 0.22% 64
2021
Q4 		$519K Buy
4,426
+129
+3% +$14.7K 0.14% 91
2021
Q3 		$436K Sell
4,297
-54
-1% -$5.39K 0.12% 102
2021
Q2 		$443K Buy
4,351
+141
+3% +$14.9K 0.12% 99
2021
Q1 		$441K Buy
4,210
+67
+2% +$6.54K 0.15% 90
2020
Q4 		$350K Buy
4,143
+624
+18% +$50.5K 0.12% 100
2020
Q3 		$253K Sell
3,519
-472
-12% -$39.7K 0.11% 107
2020
Q2 		$356K Sell
3,991
-163
-4% -$14.6K 0.16% 80
2020
Q1 		$300K Sell
4,154
-1,360
-25% -$134K 0.17% 85
2019
Q4 		$664K Buy
+5,514
New +$649K 0.3% 63

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Regent Peak Wealth Advisors's CVX Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Chevron (CVX) stake by 7.7% in Q2 2026, buying an estimated $65.1K and bringing the position to 4,883 shares worth $809K. The position accounts for 0.15% of the portfolio, ranked #68.

Regent Peak Wealth Advisors first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. The position peaked at $938K in Q1 2026. 883 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Regent Peak Wealth Advisors held 4,883 shares of Chevron worth $809K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 350 Chevron shares in Q2 2026, an estimated $65.1K.
  • Chevron made up 0.15% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Regent Peak Wealth Advisors first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Chevron position peaked at $938K in Q1 2026.
  • 883 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.