Position in CVE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$235,049
-$19,639 QoQ
Shares Held
9,474
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#356
of 485 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Waverly Advisors, LLC holds $120,922,893 across 8 Oil & Gas Integrated names. CVE ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
356,925 | $48,798,786 | |
| 2 | SHEL |
Shell plc
|
407,847 | $31,624,456 | |
| 3 | CVX |
Chevron Corp
|
177,024 | $29,343,498 | |
| 4 | BP |
Bp PLC
|
227,828 | $8,418,244 | |
| 5 | TTE |
TotalEnergies SE
|
21,009 | $1,633,659 | |
| 6 | SU |
Suncor Energy Inc
|
11,667 | $626,284 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
15,032 | $242,917 | |
| 8 | CVE |
Cenovus Energy Inc.
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|
9,474 | $235,049 |
All Filings in CVE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,049 | 9,474 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $254,688 | 9,600 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||