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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$338K Sell
2,037
-1,127
-36% -$210K 0.24% 79
2026
Q1 		$655K Buy
3,164
+408
+15% +$74.4K 0.49% 40
2025
Q4 		$420K Sell
2,756
-31
-1% -$4.72K 0.3% 65
2025
Q3 		$433K Buy
2,787
+54
+2% +$8.36K 0.29% 61
2025
Q2 		$391K Sell
2,733
-39
-1% -$5.5K 0.29% 65
2025
Q1 		$464K Buy
2,772
+1,068
+63% +$167K 0.42% 51
2024
Q4 		$247K Buy
+1,704
New +$261K 0.21% 85

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Synergy Financial Group's CVX Position: Q2 2026 in Review

Synergy Financial Group reduced its Chevron (CVX) stake by 36% in Q2 2026, selling an estimated $210K and leaving 2,037 shares worth $338K. The position accounts for 0.24% of the portfolio, ranked #79.

Synergy Financial Group first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $655K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Synergy Financial Group held 2,037 shares of Chevron worth $338K as of Q2 2026.
  • Synergy Financial Group sold 1,127 Chevron shares in Q2 2026, an estimated $210K.
  • Chevron made up 0.24% of Synergy Financial Group's portfolio in Q2 2026, its #79 holding.
  • Synergy Financial Group first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Synergy Financial Group's Chevron position peaked at $655K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.