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Synergy Investment Management’s Chevron CVX Stock Holding History

Synergy Investment Management’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 		$200K Buy
1,067
+810
+315% +$151K 0.05% 173
2026
Q1 		$53.2K Buy
+257
New +$46.9K 0.02% 276
2025
Q2 		– Sell
-119
Closed -$19.9K – 179
2025
Q1 		$19.9K Buy
119
+29
+32% +$4.54K 0.01% 312
2024
Q4 		$12.9K Buy
+90
New +$13.8K 0.01% 363

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 Investment Management's CVX Position: Q2 2026 in Review

Synergy Investment Management increased its Chevron (CVX) stake by 315% in Q2 2026, buying an estimated $151K and bringing the position to 1,067 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #173.

Synergy Investment Management first reported a position in CVX in Q4 2024 and has held it in 4 quarters since. 4,096 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Synergy Investment Management held 1,067 shares of Chevron worth $200K as of Q2 2026.
  • Synergy Investment Management bought 810 Chevron shares in Q2 2026, an estimated $151K.
  • Chevron made up 0.05% of Synergy Investment Management's portfolio in Q2 2026, its #173 holding.
  • Synergy Investment Management first reported a position in Chevron in Q4 2024 and has held it in 4 quarters since.
  • 4,096 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.