Financial Synergies Wealth Advisors’s Chevron CVX Stock Holding History

Financial Synergies 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
2026 Q2	$2.29M	Sell	13,812 -2,250	-14%	-$419K	0.19%	43
2026 Q1	$3.32M	Sell	16,062 -793	-5%	-$145K	0.32%	32
2025 Q4	$2.57M	Buy	16,855 +273	+2%	+$41.6K	0.25%	36
2025 Q3	$2.58M	Buy	16,582 +49	+0.3%	+$7.59K	0.26%	35
2025 Q2	$2.37M	Buy	16,533 +10,655	+181%	+$1.5M	0.26%	36
2025 Q1	$983K	Buy	5,878 +526	+10%	+$82.3K	0.12%	42
2024 Q4	$775K	Buy	5,352 +17	+0.3%	+$2.6K	0.1%	45
2024 Q3	$786K	Sell	5,335 -119	-2%	-$17.7K	0.1%	45
2024 Q2	$853K	Buy	5,454 +244	+5%	+$38.9K	0.11%	44
2024 Q1	$822K	Buy	5,210 +2,425	+87%	+$366K	0.11%	45
2023 Q4	$500K	Sell	2,785 -2,636	-49%	-$399K	0.08%	51
2023 Q3	$914K	Buy	5,421 +1,781	+49%	+$288K	0.13%	41
2023 Q2	$573K	Buy	3,640 +365	+11%	+$58.5K	0.08%	46
2023 Q1	$534K	Buy	3,275 +490	+18%	+$82.2K	0.08%	50
2022 Q4	$500K	Buy	2,785 +269	+11%	+$46.9K	0.08%	51
2022 Q3	$361K	Buy	2,516 +262	+12%	+$40K	0.06%	55
2022 Q2	$326K	Sell	2,254 -7,560	-77%	-$1.25M	0.05%	58
2022 Q1	$1.6M	Buy	9,814 +10	+0.1%	+$1.43K	0.25%	32
2021 Q4	$1.15M	Buy	9,804 +137	+1%	+$15.6K	0.16%	34
2021 Q3	$981K	Buy	9,667 +1,032	+12%	+$103K	0.13%	33
2021 Q2	$904K	Buy	8,635 +257	+3%	+$27.1K	0.12%	34
2021 Q1	$878K	Sell	8,378 -353	-4%	-$34.5K	0.13%	33
2020 Q4	$737K	Buy	8,731 +3,128	+56%	+$253K	0.11%	33
2020 Q3	$403K	Sell	5,603 -264	-4%	-$22.2K	0.1%	46
2020 Q2	$524K	Sell	5,867 -1,876	-24%	-$168K	0.18%	32
2020 Q1	$561K	Buy	7,743 +2,876	+59%	+$284K	0.32%	20
2019 Q4	$587K	Buy	4,867 +124	+3%	+$14.6K	0.26%	20
2019 Q3	$563K	Buy	4,743 +45	+1%	+$5.46K	0.27%	20
2019 Q2	$585K	Buy	4,698 +112	+2%	+$13.5K	0.29%	20
2019 Q1	$565K	Buy	+4,586	New	+$543K	0.3%	20

Other funds holding CVX

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Financial Synergies Wealth Advisors's CVX Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Chevron (CVX) stake by 14% in Q2 2026, selling an estimated $419K and leaving 13,812 shares worth $2.29M. The position accounts for 0.19% of the portfolio, ranked #43.

Financial Synergies Wealth Advisors first reported a position in CVX in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.32M in Q1 2026. 2,170 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Financial Synergies Wealth Advisors held 13,812 shares of Chevron worth $2.29M as of Q2 2026.
Financial Synergies Wealth Advisors sold 2,250 Chevron shares in Q2 2026, an estimated $419K.
Chevron made up 0.19% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Financial Synergies Wealth Advisors first reported a position in Chevron in Q1 2019 and has held it in 30 quarters since.
Financial Synergies Wealth Advisors's Chevron position peaked at $3.32M in Q1 2026.
2,170 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.