Synergy Investment Management’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-119	Closed	-$19.9K	–	179
2025 Q1	$19.9K	Buy	119 +29	+32%	+$4.86K	0.01%	312
2024 Q4	$12.9K	Buy	+90	New	+$12.9K	0.01%	363