Skip to main content
Livermore
Livermore
ZHEN

Helen Stephens Group, LLC

SEC CIK
0001895252
Latest filing
Jul 31, 2026

CVX holding history

Chevron Corp in every 13F filed by Helen Stephens Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
3,978
Value
$659.4K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of CVX by Helen Stephens Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,978$659.4K0.1%−14−0.4%ReducedHolders
Q1 20263,992$826.0K0.2%+335+9.2%AddedHolders
Q4 20253,657$557.3K0.1%+13+0.4%AddedHolders
Q3 20253,644$565.9K0.1%−5−0.1%ReducedHolders
Q2 20253,649$522.5K0.1%+145+4.1%AddedHolders
Q1 20253,504$586.1K0.2%+15+0.4%AddedHolders
Q4 20243,489$505.4K0.1%+159+4.8%AddedHolders
Q3 20243,330$490.4K0.1%−515−13.4%ReducedHolders
Q2 20243,845$601.4K0.2%+10.0%AddedHolders
Q1 20243,844$606.4K0.2%−19−0.5%ReducedHolders
Q4 20233,863$576.2K0.3%−286−6.9%ReducedHolders
Q3 20234,149$699.7K0.4%+144+3.6%AddedHolders
Q2 20234,005$630.2K0.3%+155+4.0%AddedHolders
Q1 20233,850$628.1K0.3%+526+15.8%AddedHolders
Q4 20223,324$596.6K0.4%−127−3.7%ReducedHolders
Q3 20223,451$496.0K0.3%00.0%UnchangedHolders
Q2 20223,451$500.0K0.4%−37−1.1%ReducedHolders
Q1 20223,488$568.0K0.4%−115−3.2%ReducedHolders
Q4 20213,603$423.0K0.3%–No prior filingHolders