Synergy Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
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|
2025
Q1 | $8.97M | Sell |
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|
2024
Q4 | $7.91M | Buy |
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|
2024
Q3 | $7.2M | Buy |
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|
2024
Q2 | $5.87M | Buy |
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|
2024
Q1 | $2.89M | Buy |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.59M | Buy |
|