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Cascade Wealth Advisors’s Chevron CVX Stock Holding History

Cascade Wealth Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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 +$230K 0.21% 47

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cascade Wealth Advisors's CVX Position: Q4 2024 in Review

Cascade Wealth Advisors sold out of Chevron (CVX) in Q4 2024, closing a stake of 1,524 shares — an estimated $224K sold.

Cascade Wealth Advisors first reported a position in CVX in Q1 2024 and held it in 3 quarters. The position peaked at $242K in Q1 2024. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Cascade Wealth Advisors reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
  • Cascade Wealth Advisors sold 1,524 Chevron shares in Q4 2024, an estimated $224K.
  • Cascade Wealth Advisors first reported a position in Chevron in Q1 2024 and held it in 3 quarters.
  • Cascade Wealth Advisors's Chevron position peaked at $242K in Q1 2024.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Cascade Wealth Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.