OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in CVX — Chevron Corp

CIK 714364 WILLIAMSVILLE, NY

Position in CVX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$198,248

+$97,201 QoQ

Shares Held

1,196

+80.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#3,866

of 4,108 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $369,230 across 4 Oil & Gas Integrated names. CVX ranks #1 (53.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	1,196	$198,248
2	XOM	ExxonMobil Holdings Corp	879	$120,176
3	NFG	National Fuel Gas Co	658	$50,804
4	SHEL	Shell plc	36	$2

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$198,248	1,196	+80.4%	Shares	Sole	2026-08-07
2025-12-31	$101,047	663	-18.9%	Shares	Sole	2026-01-23
2025-09-30	$127,027	818	+129.8%	Shares	Sole	2025-11-04
2025-06-30	$50,975	356	-15.8%	Shares	Sole	2025-08-08
2025-03-31	$70,763	423	+271.1%	Shares	Sole	2025-05-09
2024-12-31	$16,511	114	+0.9%	Shares	Sole	2025-01-24
2024-09-30	$16,641	113	-6.6%	Shares	Sole	2024-11-08
2024-06-30	$18,926	121	-24.8%	Shares	Sole	2024-08-08
2024-03-31	$25,396	161	-97.9%	Shares	Sole	2024-05-03
2023-12-31	$1,120,489	7,512	-32.5%	Shares	Sole	2024-02-09
2023-09-30	$1,876,909	11,131	-1.1%	Shares	Sole	2023-10-19
2023-06-30	$1,771,131	11,256	-7.7%	Shares	Sole	2023-08-03
2023-03-31	$1,990,715	12,201	-5.0%	Shares	Sole	2023-05-03
2022-12-31	$2,304,831	12,841	-0.5%	Shares	Sole	2023-01-30
2022-09-30	$1,855,067	12,912	+2.7%	Shares	Sole	2022-10-20
2022-06-30	$1,819,739	12,569	+24071.2%	Shares	Sole	2022-07-21
2022-03-31	$8,467	52	+23.8%	Shares	Sole	2022-04-26
2021-12-31	$4,928	42	0.0%	Shares	Sole	2022-01-18
2021-09-30	$4,260	42	0.0%	Shares	Sole	2021-10-27
2021-06-30	$4,399	42	0.0%	Shares	Sole	2021-07-14
2021-03-31	$4,401	42	0.0%	Shares	Sole	2021-04-26
2020-12-31	$3,546	42	0.0%	Shares	Sole	2021-01-20
2020-09-30	$3,024	42	0.0%	Shares	Sole	2020-11-02
2020-06-30	$3,747	42	-70.4%	Shares	Sole	2020-08-07
2020-03-31	$10,289	142	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.