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Disclosery

Synergy Asset Management, LLC: CVX position timeline

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

Synergy Asset Management, LLC held 23,727 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,727 shares
    Change vs previous 13F +23,727 shares

    0.37% of the 13F portfolio, value $3,932,988.

    13F-HR 0001699080-26-000007 filed by Synergy Asset Management, LLC
    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 0 shares
    Change vs previous 13F -1,361 shares

    13F-HR 0001699080-26-000005 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 1,361 shares
    Change vs previous 13F -70,934 shares

    0.02% of the 13F portfolio, value $207,430.

    13F-HR 0001699080-26-000002 filed by Synergy Asset Management, LLC
    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 72,295 shares
    Change vs previous 13F +1,758 shares

    0.38% of the 13F portfolio, value $10,373,193.

    13F-HR 0001699080-25-000007 filed by Synergy Asset Management, LLC
    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 70,537 shares
    Change vs previous 13F +16,906 shares

    1.16% of the 13F portfolio, value $10,100,193.

    13F-HR 0001699080-25-000006 filed by Synergy Asset Management, LLC
    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 53,631 shares
    Change vs previous 13F -264 shares

    1.13% of the 13F portfolio, value $8,971,929.

    13F-HR 0001699080-25-000004 filed by Synergy Asset Management, LLC
    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 53,895 shares
    Change vs previous 13F +5,018 shares

    0.61% of the 13F portfolio, value $7,906,935.

    13F-HR 0001699080-25-000002 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 48,877 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $7,198,116.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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