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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
Q3 		$504K Sell
2,466
-227
-8% -$44.7K 0.18% 57
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

DLK Investment Management's CVX Position: Q3 2026 in Review

DLK Investment Management reduced its Chevron (CVX) stake by 8.4% in Q3 2026, selling an estimated $44.7K and leaving 2,466 shares worth $504K. The position accounts for 0.18% of the portfolio, ranked #57.

DLK Investment Management first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $509K in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • DLK Investment Management held 2,466 shares of Chevron worth $504K as of Q3 2026.
  • DLK Investment Management sold 227 Chevron shares in Q3 2026, an estimated $44.7K.
  • Chevron made up 0.18% of DLK Investment Management's portfolio in Q3 2026, its #57 holding.
  • DLK Investment Management first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • DLK Investment Management's Chevron position peaked at $509K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.