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Disclosery

Bogart Wealth, LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bogart Wealth, LLC on CVX, newest first. How the timeline and the estimate are built.

Bogart Wealth, LLC held 65,042 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,042 shares
    Change vs previous 13F +2,070 shares

    0.37% of the 13F portfolio, value $10,781,293.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 62,972 shares
    Change vs previous 13F -26,531 shares

    0.5% of the 13F portfolio, value $13,028,830.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 89,503 shares
    Change vs previous 13F +5,459 shares

    0.55% of the 13F portfolio, value $13,641,210.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 84,044 shares
    Change vs previous 13F -2,391 shares

    0.53% of the 13F portfolio, value $13,051,134.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 86,435 shares
    Change vs previous 13F +4,190 shares

    0.53% of the 13F portfolio, value $12,376,576.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 82,245 shares
    Change vs previous 13F +7,228 shares

    0.65% of the 13F portfolio, value $13,758,795.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 75,017 shares
    Change vs previous 13F -973 shares

    0.52% of the 13F portfolio, value $10,865,527.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 75,990 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $11,191,109.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).