Helen Stephens Group
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Helen Stephens Group’s Chevron CVX Stock Holding History

Helen Stephens 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 		$802K Sell
3,930
-48
-1% -$9.45K 0.13% 72
2026
Q2 		$659K Sell
3,978
-14
-0.4% -$2.61K 0.11% 79
2026
Q1 		$826K Buy
3,992
+335
+9% +$61.1K 0.16% 62
2025
Q4 		$557K Buy
3,657
+13
+0.4% +$1.98K 0.12% 64
2025
Q3 		$566K Sell
3,644
-5
-0.1% -$774 0.13% 61
2025
Q2 		$523K Buy
3,649
+145
+4% +$20.4K 0.13% 52
2025
Q1 		$586K Buy
3,504
+15
+0.4% +$2.35K 0.17% 52
2024
Q4 		$505K Buy
3,489
+159
+5% +$24.3K 0.15% 53
2024
Q3 		$490K Sell
3,330
-515
-13% -$76.7K 0.15% 56
2024
Q2 		$601K Buy
3,845
+1
+0% +$159 0.21% 52
2024
Q1 		$606K Sell
3,844
-19
-0.5% -$2.87K 0.23% 43
2023
Q4 		$576K Sell
3,863
-286
-7% -$43.3K 0.26% 43
2023
Q3 		$700K Buy
4,149
+144
+4% +$23.3K 0.36% 38
2023
Q2 		$630K Buy
4,005
+155
+4% +$24.8K 0.32% 42
2023
Q1 		$628K Buy
3,850
+526
+16% +$88.2K 0.33% 43
2022
Q4 		$597K Sell
3,324
-127
-4% -$22.2K 0.36% 40
2022
Q3 		$496K Hold
3,451
– – 0.35% 39
2022
Q2 		$500K Sell
3,451
-37
-1% -$6.12K 0.35% 37
2022
Q1 		$568K Sell
3,488
-115
-3% -$16.5K 0.39% 31
2021
Q4 		$423K Buy
+3,603
New +$409K 0.34% 34

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Helen Stephens Group's CVX Position: Q3 2026 in Review

Helen Stephens Group reduced its Chevron (CVX) stake by 1.2% in Q3 2026, selling an estimated $9.45K and leaving 3,930 shares worth $802K. The position accounts for 0.13% of the portfolio, ranked #72.

Helen Stephens Group first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. The position peaked at $826K in Q1 2026. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Helen Stephens Group held 3,930 shares of Chevron worth $802K as of Q3 2026.
  • Helen Stephens Group sold 48 Chevron shares in Q3 2026, an estimated $9.45K.
  • Chevron made up 0.13% of Helen Stephens Group's portfolio in Q3 2026, its #72 holding.
  • Helen Stephens Group first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • Helen Stephens Group's Chevron position peaked at $826K in Q1 2026.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.