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Regal Investment Advisors LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regal Investment Advisors LLC on CVX, newest first. How the timeline and the estimate are built.

Regal Investment Advisors LLC held 62,380 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,380 shares
    Change vs previous 13F -2,726 shares

    0.54% of the 13F portfolio, value $10,340,121.

    13F-HR 0001559789-26-000004 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 65,106 shares
    Change vs previous 13F +4,195 shares

    0.78% of the 13F portfolio, value $13,470,530.

    13F-HR 0001559789-26-000003 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 60,911 shares
    Change vs previous 13F +5,294 shares

    0.56% of the 13F portfolio, value $9,283,440.

    13F-HR 0001559789-26-000002 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 55,617 shares
    Change vs previous 13F +1,611 shares

    0.56% of the 13F portfolio, value $8,636,838.

    13F-HR 0001559789-25-000007 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 54,006 shares
    Change vs previous 13F +4,032 shares

    0.58% of the 13F portfolio, value $7,733,082.

    13F-HR 0001559789-25-000003 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 49,974 shares
    Change vs previous 13F -20,349 shares

    0.68% of the 13F portfolio, value $8,360,189.

    13F-HR 0001559789-25-000002 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 70,323 shares
    Change vs previous 13F +12,599 shares

    0.77% of the 13F portfolio, value $10,185,607.

    13F-HR 0001559789-25-000001 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 57,724 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $8,501,048.

    13F-HR 0001559789-24-000005 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).