CWA
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Cascade Wealth Advisors’s Chevron CVX Stock Holding History

Cascade Wealth Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,524
Closed -$224K – 49
2024
Q3 		$224K Hold
1,524
– – 0.16% 47
2024
Q2 		$240K Hold
1,524
– – 0.18% 46
2024
Q1 		$242K Buy
+1,524
New +$242K 0.21% 47