Skip to main content

Cascade Wealth Advisors, Inc

SEC CIK
0002018936
Latest filing
Aug 10, 2026

CVX holding history

Chevron Corp in every 13F filed by Cascade Wealth Advisors, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2024
Holdings of CVX by Cascade Wealth Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,524−100.0%Sold outHolders
Q3 20241,524$224.4K0.2%00.0%UnchangedHolders
Q2 20241,524$240.1K0.2%00.0%UnchangedHolders
Q1 20241,524$242.3K0.2%–No prior filingHolders