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Synergy Financial Group’s Chevron CVX Stock Holding History

Synergy Financial Group’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$391K Sell
2,733
-39
-1% -$5.58K 0.29% 65
2025
Q1 		$464K Buy
2,772
+1,068
+63% +$179K 0.42% 51
2024
Q4 		$247K Buy
+1,704
New +$247K 0.21% 85