SYM FINANCIAL Corp

Position in CVX — Chevron Corp

CIK 764739 WINONA LAKE, IN

Position in CVX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$930,576

+$66,148 QoQ

Shares Held

5,614

+34.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#2,438

of 4,109 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

SYM FINANCIAL Corp holds $2,869,217 across 3 Oil & Gas Integrated names. CVX ranks #2 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	12,669	$1,732,105
2	CVX	Chevron Corp This page	5,614	$930,576
3	NFG	National Fuel Gas Co	2,675	$206,536

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$930,576	5,614	+34.4%	Shares	Sole	2026-08-04
2026-03-31	$864,428	4,178	+7.0%	Shares	Sole	2026-05-08
2025-12-31	$595,008	3,904	-21.1%	Shares	Sole	2026-02-13
2025-09-30	$768,840	4,951	+21.0%	Shares	Sole	2025-11-03
2025-06-30	$585,790	4,091	+26.3%	Shares	Sole	2025-08-01
2025-03-31	$542,019	3,240	+13.9%	Shares	Sole	2025-05-06
2024-12-31	$411,924	2,844	+4.2%	Shares	Sole	2025-01-24
2024-09-30	$401,899	2,729	-4.8%	Shares	Sole	2024-11-14
2024-06-30	$448,299	2,866	+32.9%	Shares	Sole	2024-08-08
2024-03-31	$340,087	2,156	-16.4%	Shares	Sole	2024-05-06
2023-12-31	$384,534	2,578	-2.0%	Shares	Sole	2024-02-06
2023-09-30	$443,639	2,631	+9.5%	Shares	Sole	2023-10-27
2023-06-30	$377,954	2,402	+0.3%	Shares	Sole	2023-08-02
2023-03-31	$390,931	2,396	+0.3%	Shares	Sole	2023-05-02
2022-12-31	$428,801	2,389	+0.2%	Shares	Sole	2023-01-19
2022-09-30	$342,509	2,384	-0.3%	Shares	Sole	2022-10-28
2022-06-30	$346,313	2,392	+26.2%	Shares	Sole	2022-07-19
2022-03-31	$308,562	1,895	+3.4%	Shares	Sole	2022-04-22
2021-12-31	$215,102	1,833	-12.0%	Shares	Sole	2022-02-03
2021-03-31	$218,277	2,083	—	Shares	Sole	2021-04-19
No filing history on record for this holder in this stock.