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Disclosery

Synergy Financial Group, LTD: CVX position timeline

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

Synergy Financial Group, LTD held 2,037 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,037 shares
    Change vs previous 13F -1,127 shares

    0.24% of the 13F portfolio, value $337,653.

    13F-HR 0001905669-26-000003 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,164 shares
    Change vs previous 13F +408 shares

    0.49% of the 13F portfolio, value $654,632.

    13F-HR 0001905669-26-000002 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,756 shares
    Change vs previous 13F -31 shares

    0.3% of the 13F portfolio, value $420,042.

    13F-HR 0001905669-26-000001 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,787 shares
    Change vs previous 13F +54 shares

    0.29% of the 13F portfolio, value $432,793.

    13F-HR 0001905669-25-000005 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,733 shares
    Change vs previous 13F -39 shares

    0.29% of the 13F portfolio, value $391,338.

    13F-HR 0001905669-25-000004 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,772 shares
    Change vs previous 13F +1,068 shares

    0.42% of the 13F portfolio, value $463,728.

    13F-HR 0001905669-25-000003 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,704 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $246,807.

    13F-HR 0001905669-25-000001 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

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