Kagan Cocozza 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
$408K Sell
2,848
-237
-8% -$33.9K 0.31% 47
2025
Q1
$516K Buy
3,085
+13
+0.4% +$2.18K 0.42% 42
2024
Q4
$445K Buy
+3,072
New +$445K 0.37% 45