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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$458K Buy
2,211
+139
+7% +$25.3K 0.44% 53
2025
Q4 		$316K Sell
2,072
-330
-14% -$50.3K 0.32% 62
2025
Q3 		$373K Sell
2,402
-923
-28% -$143K 0.31% 58
2025
Q2 		$476K Sell
3,325
-57
-2% -$8.04K 0.3% 53
2025
Q1 		$566K Buy
3,382
+246
+8% +$38.5K 0.41% 45
2024
Q4 		$454K Buy
+3,136
New +$480K 0.36% 50

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Helium Advisors's CVX Position: Q1 2026 in Review

Helium Advisors increased its Chevron (CVX) stake by 6.7% in Q1 2026, buying an estimated $25.3K and bringing the position to 2,211 shares worth $458K. The position accounts for 0.44% of the portfolio, ranked #53.

Helium Advisors first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $566K in Q1 2025. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Helium Advisors held 2,211 shares of Chevron worth $458K as of Q1 2026.
  • Helium Advisors bought 139 Chevron shares in Q1 2026, an estimated $25.3K.
  • Chevron made up 0.44% of Helium Advisors's portfolio in Q1 2026, its #53 holding.
  • Helium Advisors first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • Helium Advisors's Chevron position peaked at $566K in Q1 2025.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.