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DLK Investment Management’s Chevron CVX Stock Holding History

DLK Investment Management’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 		$421K Buy
2,693
+235
+10% +$43.7K 0.18% 58
2026
Q1 		$509K Buy
2,458
+6
+0.2% +$1.09K 0.2% 48
2025
Q4 		$374K Sell
2,452
-3
-0.1% -$457 0.14% 59
2025
Q3 		$381K Buy
2,455
+63
+3% +$9.76K 0.14% 58
2025
Q2 		$343K Buy
2,392
+1
+0% +$141 0.13% 62
2025
Q1 		$400K Sell
2,391
-355
-13% -$55.6K 0.17% 51
2024
Q4 		$398K Buy
2,746
+53
+2% +$8.11K 0.17% 52
2024
Q3 		$397K Hold
2,693
– – 0.15% 62
2024
Q2 		$421K Buy
2,693
+499
+23% +$79.6K 0.17% 59
2024
Q1 		$346K Buy
2,194
+70
+3% +$10.6K 0.15% 64
2023
Q4 		$317K Buy
+2,124
New +$321K 0.14% 63

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

DLK Investment Management's CVX Position: Q2 2026 in Review

DLK Investment Management increased its Chevron (CVX) stake by 9.6% in Q2 2026, buying an estimated $43.7K and bringing the position to 2,693 shares worth $421K. The position accounts for 0.18% of the portfolio, ranked #58.

DLK Investment Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $509K in Q1 2026. 1,373 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • DLK Investment Management held 2,693 shares of Chevron worth $421K as of Q2 2026.
  • DLK Investment Management bought 235 Chevron shares in Q2 2026, an estimated $43.7K.
  • Chevron made up 0.18% of DLK Investment Management's portfolio in Q2 2026, its #58 holding.
  • DLK Investment Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • DLK Investment Management's Chevron position peaked at $509K in Q1 2026.
  • 1,373 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.