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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
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% +$24.9K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Helen Stephens Group's CVX Position: Q2 2026 in Review

Helen Stephens Group reduced its Chevron (CVX) stake by 0.35% in Q2 2026, selling an estimated $2.61K and leaving 3,978 shares worth $659K. The position accounts for 0.11% of the portfolio, ranked #79.

Helen Stephens Group first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $826K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Helen Stephens Group held 3,978 shares of Chevron worth $659K as of Q2 2026.
  • Helen Stephens Group sold 14 Chevron shares in Q2 2026, an estimated $2.61K.
  • Chevron made up 0.11% of Helen Stephens Group's portfolio in Q2 2026, its #79 holding.
  • Helen Stephens Group first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Helen Stephens Group's Chevron position peaked at $826K in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.