Syntegra Private Wealth Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
1,586
-878
| -36% | -$126K | 0.02% | 167 |
|
|
2025
Q1 | $412K | Buy |
2,464
+129
| +6% | +$21.6K | 0.05% | 99 |
|
|
2024
Q4 | $338K | Buy |
2,335
+909
| +64% | +$132K | 0.04% | 109 |
|
|
2024
Q3 | $210K | Sell |
1,426
-636
| -31% | -$93.7K | 0.02% | 145 |
|
|
2024
Q2 | $323K | Buy |
2,062
+17
| +0.8% | +$2.66K | 0.04% | 107 |
|
|
2024
Q1 | $323K | Buy |
2,045
+261
| +15% | +$41.2K | 0.04% | 104 |
|
|
2023
Q4 | $266K | Buy |
1,784
+534
| +43% | +$79.7K | 0.04% | 112 |
|
|
2023
Q3 | $211K | Buy |
+1,250
| New | +$211K | 0.03% | 122 |
|