Cadent Capital 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
$663K Buy
2025
Q2
$567K Buy
2025
Q1
$660K Sell
2024
Q4
$841K Sell
2024
Q3
$858K Sell
2024
Q2
$1.13M Sell
2024
Q1
$1.31M Sell
2023
Q4
$1.31M Buy
2023
Q3
$1.47M Buy
2023
Q2
$1.32M Buy
2023
Q1
$1.33M Sell
2022
Q4
$1.6M Buy
2022
Q3
$936K Buy
2022
Q2
$419K Sell
2022
Q1
$480K Buy
2021
Q4
$298K Buy
2021
Q3
$250K Buy
2021
Q2
$257K Buy
2021
Q1
$252K Buy
2020
Q4
$201K Buy