Naviter Wealth, LLC

Position in CVX — Chevron Corp

CIK 1855567 LITTLE ROCK, AR

Position in CVX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,405,704

-$36,077 QoQ

Shares Held

20,546

+23.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,387

of 4,109 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Energy · as of Jun 30, 2026

Naviter Wealth, LLC holds $12,815,068 across 6 Oil & Gas Integrated names. CVX ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHEL	Shell plc	73,317	$5,685,000
2	CVX	Chevron Corp This page	20,546	$3,405,704
3	BP	Bp PLC	61,548	$2,274,198
4	PBR	Petrobras - Petroleo Brasileiro SA	54,540	$834,867
5	EQNR	Equinor ASA	10,455	$328,287
6	TTE	TotalEnergies SE	3,691	$287,012

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,405,704	20,546	+23.5%	Shares	Sole	2026-08-07
2026-03-31	$3,441,781	16,635	+3.5%	Shares	Sole	2026-04-10
2025-12-31	$2,449,228	16,070	-15.2%	Shares	Sole	2026-01-21
2025-09-30	$2,943,987	18,958	+1.7%	Shares	Sole	2025-11-06
2025-06-30	$2,669,634	18,644	-4.2%	Shares	Sole	2025-07-28
2025-03-31	$3,256,634	19,467	-1.1%	Shares	Sole	2025-04-25
2024-12-31	$2,850,885	19,683	+29.4%	Shares	Sole	2025-02-07
2024-09-30	$2,240,713	15,215	-8.4%	Shares	Sole	2024-10-16
2024-06-30	$2,597,510	16,606	+0.1%	Shares	Sole	2024-08-02
2024-03-31	$2,617,379	16,593	+74.6%	Shares	Sole	2024-04-18
2023-12-31	$1,417,616	9,504	-19.7%	Shares	Sole	2024-02-05
2023-09-30	$1,996,292	11,839	+14.8%	Shares	Sole	2023-11-14
2023-06-30	$1,622,435	10,311	+13.0%	Shares	Sole	2023-07-20
2023-03-31	$1,488,345	9,122	-8.2%	Shares	Sole	2023-04-12
2022-12-31	$1,783,053	9,934	+2.7%	Shares	Sole	2023-01-31
2022-09-30	$1,389,719	9,673	+14.7%	Shares	Sole	2022-10-27
2022-06-30	$1,220,784	8,432	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.