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Dupree Financial Group’s Chevron CVX Stock Holding History

Dupree Financial Group’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 		$5.11M Sell
30,801
-22,160
-42% -$4.12M 1.91% 19
2026
Q1 		$11M Sell
52,961
-628
-1% -$115K 4.41% 7
2025
Q4 		$8.17M Buy
53,589
+436
+0.8% +$66.4K 2.98% 11
2025
Q3 		$8.25M Buy
53,153
+2,308
+5% +$357K 3.14% 11
2025
Q2 		$7.28M Sell
50,845
-917
-2% -$129K 2.87% 9
2025
Q1 		$8.66M Buy
51,762
+593
+1% +$92.8K 3.52% 7
2024
Q4 		$7.41M Buy
51,169
+371
+0.7% +$56.8K 3.39% 10
2024
Q3 		$7.48M Buy
50,798
+25
+0% +$3.72K 2.99% 9
2024
Q2 		$7.94M Sell
50,773
-11,032
-18% -$1.76M 3.61% 8
2024
Q1 		$9.75M Sell
61,805
-1,197
-2% -$181K 4.34% 6
2023
Q4 		$9.4M Buy
+63,002
New +$9.53M 4.6% 5

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Dupree Financial Group's CVX Position: Q2 2026 in Review

Dupree Financial Group reduced its Chevron (CVX) stake by 42% in Q2 2026, selling an estimated $4.12M and leaving 30,801 shares worth $5.11M. The position accounts for 1.91% of the portfolio, ranked #19.

Dupree Financial Group first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $11M in Q1 2026. 2,314 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Dupree Financial Group held 30,801 shares of Chevron worth $5.11M as of Q2 2026.
  • Dupree Financial Group sold 22,160 Chevron shares in Q2 2026, an estimated $4.12M.
  • Chevron made up 1.91% of Dupree Financial Group's portfolio in Q2 2026, its #19 holding.
  • Dupree Financial Group first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Dupree Financial Group's Chevron position peaked at $11M in Q1 2026.
  • 2,314 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.