Regal Investment Advisors LLC

Position in CVX — Chevron Corp

CIK 1559789 KENTWOOD, MI

Position in CVX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,340,108

-$3,130,323 QoQ

Shares Held

62,380

-4.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#735

of 4,109 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 1% Shared 18% None 80%

Energy · as of Jun 30, 2026

Regal Investment Advisors LLC holds $18,517,139 across 4 Oil & Gas Integrated names. CVX ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	62,380	$10,340,108
2	XOM	ExxonMobil Holdings Corp	48,600	$6,644,592
3	NFG	National Fuel Gas Co	11,223	$866,527
4	BP	Bp PLC	18,022	$665,912

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,340,108	62,380	-4.2%	Shares	Sole	2026-08-14
2026-03-31	$13,470,431	65,106	+6.9%	Shares	Sole	2026-05-14
2025-12-31	$9,283,445	60,911	+9.5%	Shares	Sole	2026-02-17
2025-09-30	$8,636,763	55,617	+3.0%	Shares	Sole	2025-11-13
2025-06-30	$7,733,119	54,006	+8.1%	Shares	Sole	2025-08-11
2025-03-31	$8,360,150	49,974	-28.9%	Shares	Sole	2025-05-12
2024-12-31	$10,185,583	70,323	+21.8%	Shares	Sole	2025-02-13
2024-09-30	$8,501,013	57,724	+3.2%	Shares	Sole	2024-11-12
2024-06-30	$8,751,855	55,951	+3.7%	Shares	Sole	2024-08-15
2024-03-31	$8,512,123	53,963	-0.8%	Shares	Sole	2024-05-15
2023-12-31	$8,112,066	54,385	-0.7%	Shares	Sole	2024-02-14
2023-09-30	$9,237,846	54,785	+12.6%	Shares	Sole	2023-11-13
2023-06-30	$7,656,336	48,658	+3.7%	Shares	Sole	2023-08-11
2023-03-31	$7,654,161	46,912	+9.4%	Shares	Sole	2023-05-11
2022-12-31	$7,699,223	42,895	+2.3%	Shares	Sole	2023-03-01
2022-09-30	$6,022,071	41,916	+7.4%	Shares	Sole	2022-11-15
2022-06-30	$5,651,776	39,037	+4.8%	Shares	Sole	2022-08-09
2022-03-31	$6,066,557	37,257	-2.0%	Shares	Sole	2022-05-09
2021-12-31	$4,462,351	38,026	+0.8%	Shares	Sole	2022-02-10
2021-09-30	$3,826,186	37,715	+4.2%	Shares	Sole	2021-11-05
2021-06-30	$3,789,388	36,179	-11.6%	Shares	Sole	2021-08-09
2020-12-31	$3,457,805	40,945	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.