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GYL Financial Synergies, LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GYL Financial Synergies, LLC on CVX, newest first. How the timeline and the estimate are built.

GYL Financial Synergies, LLC held 83,186 CVX shares at 2024-09-30 per its 13F-HR filed 2024-11-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 83,186 shares
    Change vs previous 13F -128 shares

    0.92% of the 13F portfolio, value $12,250,840.

    13F-HR 0001725547-24-006097 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 83,314 shares
    Change vs previous 13F +2,465 shares

    1.01% of the 13F portfolio, value $13,031,928.

    13F-HR 0001725547-24-003438 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 80,849 shares
    Change vs previous 13F +1,089 shares

    1% of the 13F portfolio, value $12,753,185.

    13F-HR 0001725547-24-002148 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 79,760 shares
    Change vs previous 13F -591 shares

    0.98% of the 13F portfolio, value $11,897,012.

    13F-HR 0001725547-24-000508 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 80,351 shares
    Change vs previous 13F -3,537 shares

    1.32% of the 13F portfolio, value $13,548,831.

    13F-HR 0001725547-23-001737 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 83,888 shares
    Change vs previous 13F +2,721 shares

    1.2% of the 13F portfolio, value $13,199,728.

    13F-HR 0001725547-23-000252 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 81,167 shares
    Change vs previous 13F +73,911 shares

    1.59% of the 13F portfolio, value $13,243,189.

    13F-HR 0001725547-23-000134 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 7,256 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,302,330.

    13F-HR 0001725547-23-000020 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).