Bogart Wealth LLC’s Chevron CVX Stock Holding History

Bogart Wealth LLC’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Buy	65,042 +2,070	+3%	+$385K	0.37%	64
2026 Q1	$13M	Sell	62,972 -26,531	-30%	-$4.84M	0.5%	44
2025 Q4	$13.6M	Buy	89,503 +5,459	+6%	+$831K	0.55%	33
2025 Q3	$13.1M	Sell	84,044 -2,391	-3%	-$370K	0.53%	36
2025 Q2	$12.4M	Buy	86,435 +4,190	+5%	+$591K	0.53%	42
2025 Q1	$13.8M	Buy	82,245 +7,228	+10%	+$1.13M	0.65%	28
2024 Q4	$10.9M	Sell	75,017 -973	-1%	-$149K	0.52%	38
2024 Q3	$11.2M	Buy	75,990 +9,999	+15%	+$1.49M	0.53%	39
2024 Q2	$10.3M	Buy	65,991 +27	+0%	+$4.3K	0.53%	43
2024 Q1	$10.4M	Sell	65,964 -2,910	-4%	-$439K	0.54%	40
2023 Q4	$10.3M	Sell	68,874 -462	-0.7%	-$69.9K	0.58%	37
2023 Q3	$11.7M	Sell	69,336 -516	-0.7%	-$83.3K	0.72%	25
2023 Q2	$11M	Buy	69,852 +339	+0.5%	+$54.3K	0.7%	30
2023 Q1	$11.3M	Buy	69,513 +2,612	+4%	+$438K	0.76%	25
2022 Q4	$12M	Buy	66,901 +3,461	+5%	+$604K	0.84%	22
2022 Q3	$9.11M	Buy	63,440 +8,417	+15%	+$1.28M	0.76%	23
2022 Q2	$7.97M	Buy	55,023 +9,009	+20%	+$1.49M	0.7%	31
2022 Q1	$7.49M	Sell	46,014 -12,630	-22%	-$1.81M	0.64%	29
2021 Q4	$6.88M	Buy	58,644 +2,403	+4%	+$273K	0.62%	27
2021 Q3	$5.71M	Buy	56,241 +3,543	+7%	+$353K	0.58%	27
2021 Q2	$5.52M	Buy	52,698 +13,160	+33%	+$1.39M	0.6%	25
2021 Q1	$4.14M	Buy	39,538 +11,119	+39%	+$1.09M	0.58%	36
2020 Q4	$2.4M	Buy	28,419 +2,733	+11%	+$221K	0.45%	40
2020 Q3	$1.85M	Buy	25,686 +990	+4%	+$83.3K	0.41%	42
2020 Q2	$2.2M	Buy	24,696 +10	+0%	+$895	0.52%	35
2020 Q1	$1.79M	Buy	24,686 +276	+1%	+$27.3K	0.49%	36
2019 Q4	$2.94M	Buy	24,410 +646	+3%	+$76.1K	0.94%	20
2019 Q3	$2.82M	Buy	23,764 +1,626	+7%	+$197K	1.39%	14
2019 Q2	$2.75M	Buy	22,138 +1,883	+9%	+$228K	1.66%	9
2019 Q1	$2.5M	Buy	20,255 +1,701	+9%	+$201K	1.2%	9
2018 Q4	$2.02M	Buy	18,554 +97	+0.5%	+$11.2K	1.01%	15
2018 Q3	$2.26M	Buy	18,457 +1,097	+6%	+$133K	1.31%	12
2018 Q2	$2.19M	Buy	17,360 +673	+4%	+$83.5K	1.33%	7
2018 Q1	$1.96M	Buy	16,687 +1,371	+9%	+$164K	1.13%	12
2017 Q4	$1.92M	Buy	15,316 +542	+4%	+$64.3K	1.23%	12
2017 Q3	$1.74M	Buy	14,774 +1	+0%	+$109	1.29%	14
2017 Q2	$1.54M	Buy	14,773 +4,211	+40%	+$446K	0.99%	21
2017 Q1	$1.13M	Sell	10,562 -96	-0.9%	-$10.8K	0.75%	22
2016 Q4	$1.25M	Buy	+10,658	New	+$1.16M	0.85%	16

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bogart Wealth LLC's CVX Position: Q2 2026 in Review

Bogart Wealth LLC increased its Chevron (CVX) stake by 3.3% in Q2 2026, buying an estimated $385K and bringing the position to 65,042 shares worth $10.8M. The position accounts for 0.37% of the portfolio, ranked #64.

Bogart Wealth LLC first reported a position in CVX in Q4 2016 and has held it in 39 quarters since. The position peaked at $13.8M in Q1 2025. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Bogart Wealth LLC held 65,042 shares of Chevron worth $10.8M as of Q2 2026.
Bogart Wealth LLC bought 2,070 Chevron shares in Q2 2026, an estimated $385K.
Chevron made up 0.37% of Bogart Wealth LLC's portfolio in Q2 2026, its #64 holding.
Bogart Wealth LLC first reported a position in Chevron in Q4 2016 and has held it in 39 quarters since.
Bogart Wealth LLC's Chevron position peaked at $13.8M in Q1 2025.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.