DLK Investment Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Buy
2,392
+1
+0% +$143 0.13% 62
2025
Q1
$400K Sell
2,391
-355
-13% -$59.4K 0.17% 51
2024
Q4
$398K Buy
2,746
+53
+2% +$7.68K 0.17% 52
2024
Q3
$397K Hold
2,693
0.15% 62
2024
Q2
$421K Buy
2,693
+499
+23% +$78.1K 0.17% 59
2024
Q1
$346K Buy
2,194
+70
+3% +$11K 0.15% 64
2023
Q4
$317K Buy
+2,124
New +$317K 0.14% 63