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Petroleum & Res Corp Com cef shares owned by Navis Wealth Advisors

Quarter-by-quarter ownership of Petroleum & Res Corp Com cef (PEO) shares owned by Navis Wealth Advisors from 13F filings

Historical chart of Navis Wealth Advisors investment in Petroleum & Res Corp Com cef

Tip: Access up to 7 years of quarterly data

All positions including Petroleum & Res Corp Com cef held by Navis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Petroleum & Res Corp Com cef by Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $779k 28k 27.80

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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Tidal Trust Ii Defiance Oil Enh (USOY)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Symbotic Class A Com (SYM)
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BlackRock Global Energy & Resources Trus (BGR)
Pimco Etf Tr Active Bd Etf (BOND)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)
Global X Fds Glb X Mlp Enrg I (MLPX)

View all positions for Navis Wealth Advisors

Top funds holding Petroleum & Res Corp Com cef

Adams Express Company
Saba Capital Management
Morgan Stanley
Lazard Asset Management
Royal Bank of Canada
Raymond James Financial
Basepoint Wealth
Intrepid Family Office
Cohen & Steers Capital Management
Verition Fund Management
Bank of America Corporation
Capstone Investment Advisors
Blue Bell Private Wealth Management
Fca Corp
Advisors Asset Management

View all funds holding Petroleum & Res Corp Com cef