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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Naviter Wealth's CVX Position: Q1 2026 in Review

Naviter Wealth increased its Chevron (CVX) stake by 3.5% in Q1 2026, buying an estimated $103K and bringing the position to 16,635 shares worth $3.44M. The position accounts for 0.43% of the portfolio, ranked #50.

Naviter Wealth first reported a position in CVX in Q2 2022 and has held it in 16 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Naviter Wealth held 16,635 shares of Chevron worth $3.44M as of Q1 2026.
  • Naviter Wealth bought 565 Chevron shares in Q1 2026, an estimated $103K.
  • Chevron made up 0.43% of Naviter Wealth's portfolio in Q1 2026, its #50 holding.
  • Naviter Wealth first reported a position in Chevron in Q2 2022 and has held it in 16 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.