Nvest Wealth Strategies, Inc.

Position in CVX — Chevron Corp

CIK 2106942 POWELL, OH

Position in CVX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$8,287

-$2,057 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#4,081

of 4,109 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $56,427 across 8 Oil & Gas Integrated names. CVX ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	225	$30,761
2	BP	Bp PLC	373	$13,781
3	CVX	Chevron Corp This page	50	$8,287
4	SHEL	Shell plc	15	$1,163
5	SU	Suncor Energy Inc	17	$912
6	E	Eni Spa	13	$609
7	TTE	TotalEnergies SE	6	$466
8	IMO	Imperial Oil Ltd	4	$448

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,287	50	0.0%	Shares	Sole	2026-07-10
2026-03-31	$10,344	50	+11.1%	Shares	Sole	2026-04-13
2025-12-31	$6,858	45	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.