Regent Peak Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $679K | Sell |
4,059
-58
| -1% | -$9.7K | 0.16% | 65 |
|
|
2024
Q4 | $596K | Buy |
4,117
+168
| +4% | +$24.3K | 0.13% | 73 |
|
|
2024
Q3 | $582K | Sell |
3,949
-511
| -11% | -$75.3K | 0.13% | 81 |
|
|
2024
Q2 | $698K | Buy |
4,460
+110
| +3% | +$17.2K | 0.16% | 76 |
|
|
2024
Q1 | $686K | Sell |
4,350
-698
| -14% | -$110K | 0.17% | 74 |
|
|
2023
Q4 | $753K | Sell |
5,048
-33
| -0.6% | -$4.92K | 0.2% | 65 |
|
|
2023
Q3 | $857K | Buy |
5,081
+68
| +1% | +$11.5K | 0.26% | 61 |
|
|
2023
Q2 | $789K | Buy |
5,013
+9
| +0.2% | +$1.42K | 0.23% | 62 |
|
|
2023
Q1 | $817K | Sell |
5,004
-81
| -2% | -$13.2K | 0.25% | 58 |
|
|
2022
Q4 | $913K | Buy |
5,085
+114
| +2% | +$20.5K | 0.3% | 59 |
|
|
2022
Q3 | $714K | Buy |
4,971
+192
| +4% | +$27.6K | 0.25% | 68 |
|
|
2022
Q2 | $691K | Buy |
4,779
+157
| +3% | +$22.7K | 0.23% | 65 |
|
|
2022
Q1 | $753K | Buy |
4,622
+196
| +4% | +$31.9K | 0.22% | 64 |
|
|
2021
Q4 | $519K | Buy |
4,426
+129
| +3% | +$15.1K | 0.14% | 91 |
|
|
2021
Q3 | $436K | Sell |
4,297
-54
| -1% | -$5.48K | 0.12% | 102 |
|
|
2021
Q2 | $443K | Buy |
4,351
+141
| +3% | +$14.4K | 0.12% | 99 |
|
|
2021
Q1 | $441K | Buy |
4,210
+67
| +2% | +$7.02K | 0.15% | 90 |
|
|
2020
Q4 | $350K | Buy |
4,143
+624
| +18% | +$52.7K | 0.12% | 100 |
|
|
2020
Q3 | $253K | Sell |
3,519
-472
| -12% | -$33.9K | 0.11% | 107 |
|
|
2020
Q2 | $356K | Sell |
3,991
-163
| -4% | -$14.5K | 0.16% | 80 |
|
|
2020
Q1 | $300K | Sell |
4,154
-1,360
| -25% | -$98.2K | 0.17% | 85 |
|
|
2019
Q4 | $664K | Buy |
+5,514
| New | +$664K | 0.3% | 63 |
|