Position in CVX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,781,361
-$2,247,545 QoQ
Shares Held
65,042
+3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#724
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Bogart Wealth, LLC holds $12,480,990 across 9 Oil & Gas Integrated names. CVX ranks #1 (86.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
65,042 | $10,781,361 | |
| 2 | SHEL |
Shell plc
|
20,774 | $1,610,815 | |
| 3 | BP |
Bp PLC
|
1,195 | $44,155 | |
| 4 | NFG |
National Fuel Gas Co
|
334 | $25,788 | |
| 5 | TTE |
TotalEnergies SE
|
91 | $7,076 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
350 | $5,656 | |
| 7 | IMO |
Imperial Oil Ltd
|
41 | $4,592 | |
| 8 | E |
Eni Spa
|
25 | $1,171 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,781,361 | 65,042 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,028,906 | 62,972 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $13,641,152 | 89,503 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,051,192 | 84,044 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $12,376,627 | 86,435 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,758,766 | 82,245 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,865,462 | 75,017 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $11,191,047 | 75,990 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,322,312 | 65,991 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,405,161 | 65,964 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,273,245 | 68,874 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $11,691,436 | 69,336 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $10,991,212 | 69,852 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $11,341,741 | 69,513 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $12,008,060 | 66,901 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $9,114,424 | 63,440 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,966,229 | 55,023 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,492,459 | 46,014 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $6,881,873 | 58,644 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,705,649 | 56,241 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,519,588 | 52,698 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,143,187 | 39,538 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $2,399,984 | 28,419 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,849,392 | 25,686 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,203,624 | 24,696 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,788,747 | 24,686 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||