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Disclosery

Naviter Wealth, LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Naviter Wealth, LLC on CVX, newest first. How the timeline and the estimate are built.

Naviter Wealth, LLC held 20,546 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,546 shares
    Change vs previous 13F +3,911 shares

    0.31% of the 13F portfolio, value $3,405,690.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,635 shares
    Change vs previous 13F +565 shares

    0.43% of the 13F portfolio, value $3,441,762.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,070 shares
    Change vs previous 13F -2,888 shares

    0.32% of the 13F portfolio, value $2,449,255.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,958 shares
    Change vs previous 13F +314 shares

    0.34% of the 13F portfolio, value $2,943,954.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,644 shares
    Change vs previous 13F -823 shares

    0.33% of the 13F portfolio, value $2,669,692.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,467 shares
    Change vs previous 13F -216 shares

    0.39% of the 13F portfolio, value $3,233,274.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,683 shares
    Change vs previous 13F +4,468 shares

    0.34% of the 13F portfolio, value $2,850,886.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,215 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,240,686.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).