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Syntegra Private Wealth Group’s Chevron CVX Stock Holding History

Syntegra Private Wealth 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 		$402K Buy
2,427
+746
+44% +$139K 0.03% 145
2026
Q1 		$348K Buy
1,681
+34
+2% +$6.2K 0.03% 142
2025
Q4 		$251K Sell
1,647
-137
-8% -$20.9K 0.02% 165
2025
Q3 		$277K Buy
1,784
+198
+12% +$30.7K 0.03% 157
2025
Q2 		$227K Sell
1,586
-878
-36% -$124K 0.02% 167
2025
Q1 		$412K Buy
2,464
+129
+6% +$20.2K 0.05% 99
2024
Q4 		$338K Buy
2,335
+909
+64% +$139K 0.04% 109
2024
Q3 		$210K Sell
1,426
-636
-31% -$94.7K 0.02% 145
2024
Q2 		$323K Buy
2,062
+17
+0.8% +$2.71K 0.04% 107
2024
Q1 		$323K Buy
2,045
+261
+15% +$39.4K 0.04% 104
2023
Q4 		$266K Buy
1,784
+534
+43% +$80.8K 0.04% 112
2023
Q3 		$211K Buy
+1,250
New +$202K 0.03% 122

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Syntegra Private Wealth Group's CVX Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its Chevron (CVX) stake by 44% in Q2 2026, buying an estimated $139K and bringing the position to 2,427 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #145.

Syntegra Private Wealth Group first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $412K in Q1 2025. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Syntegra Private Wealth Group held 2,427 shares of Chevron worth $402K as of Q2 2026.
  • Syntegra Private Wealth Group bought 746 Chevron shares in Q2 2026, an estimated $139K.
  • Chevron made up 0.03% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #145 holding.
  • Syntegra Private Wealth Group first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
  • Syntegra Private Wealth Group's Chevron position peaked at $412K in Q1 2025.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.