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Naviter Wealth’s Chevron CVX Stock Holding History

Naviter Wealth’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.41M Buy
20,546
+3,911
+24% +$728K 0.31% 74
2026
Q1 		$3.44M Buy
16,635
+565
+4% +$103K 0.43% 50
2025
Q4 		$2.45M Sell
16,070
-2,888
-15% -$440K 0.32% 75
2025
Q3 		$2.94M Buy
18,958
+314
+2% +$48.6K 0.34% 71
2025
Q2 		$2.67M Sell
18,644
-823
-4% -$116K 0.33% 78
2025
Q1 		$3.23M Sell
19,467
-216
-1% -$33.8K 0.39% 66
2024
Q4 		$2.85M Buy
19,683
+4,468
+29% +$684K 0.34% 73
2024
Q3 		$2.24M Sell
15,215
-1,391
-8% -$207K 0.31% 86
2024
Q2 		$2.6M Buy
16,606
+13
+0.1% +$2.07K 0.39% 71
2024
Q1 		$2.62M Buy
16,593
+7,089
+75% +$1.07M 0.43% 64
2023
Q4 		$1.42M Sell
9,504
-2,335
-20% -$353K 0.29% 95
2023
Q3 		$2M Buy
11,839
+1,528
+15% +$247K 0.48% 47
2023
Q2 		$1.62M Buy
10,311
+1,189
+13% +$191K 0.41% 63
2023
Q1 		$1.49M Sell
9,122
-812
-8% -$136K 0.52% 44
2022
Q4 		$1.8M Buy
9,934
+261
+3% +$45.5K 0.49% 42
2022
Q3 		$1.39M Buy
9,673
+1,241
+15% +$189K 0.57% 31
2022
Q2 		$1.22M Buy
+8,432
New +$1.39M 0.5% 36

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Naviter Wealth's CVX Position: Q2 2026 in Review

Naviter Wealth increased its Chevron (CVX) stake by 24% in Q2 2026, buying an estimated $728K and bringing the position to 20,546 shares worth $3.41M. The position accounts for 0.31% of the portfolio, ranked #74.

Naviter Wealth first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.44M in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Naviter Wealth held 20,546 shares of Chevron worth $3.41M as of Q2 2026.
  • Naviter Wealth bought 3,911 Chevron shares in Q2 2026, an estimated $728K.
  • Chevron made up 0.31% of Naviter Wealth's portfolio in Q2 2026, its #74 holding.
  • Naviter Wealth first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
  • Naviter Wealth's Chevron position peaked at $3.44M in Q1 2026.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.