Chevron Corporation shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Chevron Corporation
Tip: Access up to 7 years of quarterly data
All positions including Chevron Corporation held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Chevron Corporation by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 72k | 155.29 |
| 2025-06-30 | $10M | 71k | 143.19 |
| 2025-03-31 | $9.0M | 54k | 167.29 |
| 2024-12-31 | $7.9M | 54k | 146.71 |
| 2024-09-30 | $7.2M | 49k | 147.27 |
| 2024-06-30 | $5.9M | 38k | 156.42 |
| 2024-03-31 | $2.9M | 18k | 157.74 |
| 2023-12-31 | $1.5M | 10k | 149.16 |
| 2023-09-30 | $1.2M | 7.2k | 168.62 |
| 2022-09-30 | $1.0M | 7.2k | 143.68 |
| 2022-06-30 | $1.6M | 11k | 144.82 |
More positions owned by Synergy Financial Management
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