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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
Q2 		$368K Buy
2,221
+10
+0.5% +$1.86K 0.31% 71
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Helium Advisors's CVX Position: Q2 2026 in Review

Helium Advisors increased its Chevron (CVX) stake by 0.45% in Q2 2026, buying an estimated $1.86K and bringing the position to 2,221 shares worth $368K. The position accounts for 0.31% of the portfolio, ranked #71.

Helium Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $566K in Q1 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Helium Advisors held 2,221 shares of Chevron worth $368K as of Q2 2026.
  • Helium Advisors bought 10 Chevron shares in Q2 2026, an estimated $1.86K.
  • Chevron made up 0.31% of Helium Advisors's portfolio in Q2 2026, its #71 holding.
  • Helium Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Helium Advisors's Chevron position peaked at $566K in Q1 2025.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.