Waverly Advisors, LLC
Position in PBR — Petrobras - Petroleo Brasileiro SA
CIK 1568787
BIRMINGHAM, AL
Position in PBR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$242,917
-$98,254 QoQ
Shares Held
15,032
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#418
of 603 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in PBR 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. PBR ranks #7 (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
This page
|
15,032 | $242,917 | |
| 8 | CVE |
Cenovus Energy Inc.
|
9,474 | $235,049 |
All Filings in PBR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,917 | 15,032 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $341,171 | 16,442 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $174,609 | 14,735 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $149,236 | 11,788 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $143,865 | 11,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $179,895 | 12,545 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $184,811 | 14,371 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||