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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
Q3 		$6.47M Buy
31,702
+901
+3% +$177K 2.34% 17
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

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

Dupree Financial Group's CVX Position: Q3 2026 in Review

Dupree Financial Group increased its Chevron (CVX) stake by 2.9% in Q3 2026, buying an estimated $177K and bringing the position to 31,702 shares worth $6.47M. The position accounts for 2.34% of the portfolio, ranked #17.

Dupree Financial Group first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $11M in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Dupree Financial Group held 31,702 shares of Chevron worth $6.47M as of Q3 2026.
  • Dupree Financial Group bought 901 Chevron shares in Q3 2026, an estimated $177K.
  • Chevron made up 2.34% of Dupree Financial Group's portfolio in Q3 2026, its #17 holding.
  • Dupree Financial Group first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • Dupree Financial Group's Chevron position peaked at $11M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.