HA
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Helium Advisors’s Chevron CVX Stock Holding History

Helium Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$476K Sell
3,325
-57
-2% -$8.16K 0.3% 53
2025
Q1 		$566K Buy
3,382
+246
+8% +$41.1K 0.41% 45
2024
Q4 		$454K Buy
+3,136
New +$454K 0.36% 50