Helium Advisors
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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
Q3 		$366K Sell
1,790
-431
-19% -$84.9K 0.32% 66
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

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Helium Advisors's CVX Position: Q3 2026 in Review

Helium Advisors reduced its Chevron (CVX) stake by 19% in Q3 2026, selling an estimated $84.9K and leaving 1,790 shares worth $366K. The position accounts for 0.32% of the portfolio, ranked #66.

Helium Advisors first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $566K in Q1 2025. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Helium Advisors held 1,790 shares of Chevron worth $366K as of Q3 2026.
  • Helium Advisors sold 431 Chevron shares in Q3 2026, an estimated $84.9K.
  • Chevron made up 0.32% of Helium Advisors's portfolio in Q3 2026, its #66 holding.
  • Helium Advisors first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • Helium Advisors's Chevron position peaked at $566K in Q1 2025.
  • 2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.