Cascades Capital Asset Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$156K Sell
1,090
-707
-39% -$101K 0.08% 123
2025
Q1
$301K Sell
1,797
-117
-6% -$19.6K 0.16% 88
2024
Q4
$277K Buy
+1,914
New +$277K 0.15% 89