Position in BATL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$564
New position
Shares Held
431
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 41 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Bogart Wealth, LLC holds $793,488 across 28 Oil & Gas E&P names. BATL ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OXY |
Occidental Petroleum Corp /De/
|
7,925 | $384,917 | |
| 2 | BTE |
Baytex Energy Corp.
|
20,000 | $80,000 | |
| 3 | EOG |
Eog Resources Inc
|
420 | $54,486 | |
| 4 | DVN |
Devon Energy Corp/De
|
1,072 | $44,295 | |
| 5 | EQT |
EQT Corp
|
714 | $37,963 | |
| 6 | COP |
Conocophillips
|
365 | $37,945 | |
| 7 | RRC |
Range Resources Corp
|
879 | $32,690 | |
| 8 | TPL |
Texas Pacific Land Corp
|
70 | $30,634 |
All Filings in BATL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564 | 431 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||