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Robertson Stephens Wealth Management’s Chevron CVX Stock Holding History

Robertson Stephens Wealth Management’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 		$3.64M Buy
21,952
+1,335
+6% +$248K 0.09% 151
2026
Q1 		$4.27M Sell
20,617
-2,934
-12% -$535K 0.12% 136
2025
Q4 		$3.59M Buy
23,551
+2,970
+14% +$452K 0.09% 152
2025
Q3 		$3.2M Buy
20,581
+57
+0.3% +$8.83K 0.1% 134
2025
Q2 		$2.94M Buy
20,524
+2,060
+11% +$290K 0.09% 146
2025
Q1 		$3.09M Sell
18,464
-2,194
-11% -$343K 0.11% 156
2024
Q4 		$2.99M Sell
20,658
-457
-2% -$70K 0.11% 161
2024
Q3 		$3.11M Sell
21,115
-1,966
-9% -$293K 0.11% 154
2024
Q2 		$3.61M Buy
23,081
+1,035
+5% +$165K 0.18% 102
2024
Q1 		$3.48M Buy
22,046
+295
+1% +$44.5K 0.18% 101
2023
Q4 		$3.24M Sell
21,751
-2,128
-9% -$322K 0.2% 95
2023
Q3 		$4.03M Buy
23,879
+1,046
+5% +$169K 0.27% 77
2023
Q2 		$3.59M Buy
22,833
+648
+3% +$104K 0.25% 87
2023
Q1 		$3.62M Buy
22,185
+779
+4% +$131K 0.28% 77
2022
Q4 		$3.84M Sell
21,406
-581
-3% -$101K 0.37% 60
2022
Q3 		$3.16M Sell
21,987
-283
-1% -$43.2K 0.33% 62
2022
Q2 		$3.22M Buy
22,270
+4,542
+26% +$751K 0.3% 72
2022
Q1 		$2.89M Buy
17,728
+1,116
+7% +$160K 0.24% 83
2021
Q4 		$1.95M Buy
16,612
+9,450
+132% +$1.07M 0.16% 115
2021
Q3 		$726K Sell
7,162
-317
-4% -$31.6K 0.08% 154
2021
Q2 		$783K Buy
7,479
+200
+3% +$21.1K 0.09% 158
2021
Q1 		$762K Buy
7,279
+1,978
+37% +$193K 0.12% 132
2020
Q4 		$447K Buy
5,301
+1,854
+54% +$150K 0.09% 149
2020
Q3 		$248K Sell
3,447
-2,519
-42% -$212K 0.06% 196
2020
Q2 		$532K Sell
5,966
-3,729
-38% -$334K 0.15% 105
2020
Q1 		$702K Buy
9,695
+4,269
+79% +$422K 0.24% 87
2019
Q4 		$653K Sell
5,426
-6,513
-55% -$767K 0.33% 50
2019
Q3 		$1.42M Buy
11,939
+10,139
+563% +$1.23M 0.72% 33
2019
Q2 		$224K Buy
+1,800
New +$218K 0.22% 65

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robertson Stephens Wealth Management's CVX Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Chevron (CVX) stake by 6.5% in Q2 2026, buying an estimated $248K and bringing the position to 21,952 shares worth $3.64M. The position accounts for 0.09% of the portfolio, ranked #151.

Robertson Stephens Wealth Management first reported a position in CVX in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.27M in Q1 2026. 1,956 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Robertson Stephens Wealth Management held 21,952 shares of Chevron worth $3.64M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 1,335 Chevron shares in Q2 2026, an estimated $248K.
  • Chevron made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Robertson Stephens Wealth Management first reported a position in Chevron in Q2 2019 and has held it in 29 quarters since.
  • Robertson Stephens Wealth Management's Chevron position peaked at $4.27M in Q1 2026.
  • 1,956 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.