Robertson Stephens Wealth Management, LLC

SEC CIK: 0001767307
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

CVX holding history

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

CVX overview All 13F holders of CVX Full Q2 2026 holdings

Shares (Q2 2026): 21,952
Value: $3.64M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Robertson Stephens Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,952	$3.64M	0.1%	+1,335+6.5%	Added	Holders
Q1 2026	20,617	$4.27M	0.1%	−2,934−12.5%	Reduced	Holders
Q4 2025	23,551	$3.59M	0.1%	+2,970+14.4%	Added	Holders
Q3 2025	20,581	$3.20M	0.1%	+57+0.3%	Added	Holders
Q2 2025	20,524	$2.94M	0.1%	+2,060+11.2%	Added	Holders
Q1 2025	18,464	$3.09M	0.1%	−2,194−10.6%	Reduced	Holders
Q4 2024	20,658	$2.99M	0.1%	−457−2.2%	Reduced	Holders
Q3 2024	21,115	$3.11M	0.1%	−1,966−8.5%	Reduced	Holders
Q2 2024	23,081	$3.61M	0.2%	+1,035+4.7%	Added	Holders
Q1 2024	22,046	$3.48M	0.2%	+295+1.4%	Added	Holders
Q4 2023	21,751	$3.24M	0.2%	−2,128−8.9%	Reduced	Holders
Q3 2023	23,879	$4.03M	0.3%	+1,046+4.6%	Added	Holders
Q2 2023	22,833	$3.59M	0.3%	+648+2.9%	Added	Holders
Q1 2023	22,185	$3.62M	0.3%	+779+3.6%	Added	Holders
Q4 2022	21,406	$3.84M	0.4%	−581−2.6%	Reduced	Holders
Q3 2022	21,987	$3.16M	0.4%	−283−1.3%	Reduced	Holders
Q2 2022	22,270	$3.22M	0.3%	+4,542+25.6%	Added	Holders
Q1 2022	17,728	$2.89M	0.2%	+1,116+6.7%	Added	Holders
Q4 2021	16,612	$1.95M	0.2%	+9,450+131.9%	Added	Holders
Q3 2021	7,162	$726.0K	0.1%	−317−4.2%	Reduced	Holders
Q2 2021	7,479	$783.0K	0.1%	+200+2.7%	Added	Holders
Q1 2021	7,279	$762.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.