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Navigate Wealth Management, LLC

SEC CIK
0002127791
Latest filing
Jul 23, 2026

CVX holding history

Chevron Corp in every 13F filed by Navigate Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
3,031
Value
$567.9K
% of portfolio
0.4%
Quarters held
2
Since Q1 2026
Holdings of CVX by Navigate Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,031$567.9K0.4%+31+1.0%AddedHolders
Q1 20263,000$557.9K0.4%–No prior filingHolders