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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
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.94M Buy
20,524
+2,060
+11% +$295K 0.09% 144
2025
Q1 		$3.09M Sell
18,464
-2,194
-11% -$367K 0.11% 154
2024
Q4 		$2.99M Sell
20,658
-457
-2% -$66.2K 0.11% 160
2024
Q3 		$3.11M Sell
21,115
-1,966
-9% -$290K 0.11% 153
2024
Q2 		$3.61M Buy
23,081
+1,035
+5% +$162K 0.18% 101
2024
Q1 		$3.48M Buy
22,046
+295
+1% +$46.5K 0.18% 99
2023
Q4 		$3.24M Sell
21,751
-2,128
-9% -$317K 0.2% 94
2023
Q3 		$4.03M Buy
23,879
+1,046
+5% +$176K 0.27% 77
2023
Q2 		$3.59M Buy
22,833
+648
+3% +$102K 0.25% 86
2023
Q1 		$3.62M Buy
22,185
+779
+4% +$127K 0.28% 77
2022
Q4 		$3.84M Sell
21,406
-581
-3% -$104K 0.37% 60
2022
Q3 		$3.16M Sell
21,987
-283
-1% -$40.6K 0.33% 60
2022
Q2 		$3.22M Buy
22,270
+4,542
+26% +$658K 0.3% 70
2022
Q1 		$2.89M Buy
17,728
+1,116
+7% +$182K 0.24% 82
2021
Q4 		$1.95M Buy
16,612
+9,450
+132% +$1.11M 0.16% 114
2021
Q3 		$726K Sell
7,162
-317
-4% -$32.1K 0.08% 153
2021
Q2 		$783K Buy
7,479
+200
+3% +$20.9K 0.09% 158
2021
Q1 		$762K Buy
7,279
+1,978
+37% +$207K 0.12% 132
2020
Q4 		$447K Buy
5,301
+1,854
+54% +$156K 0.09% 149
2020
Q3 		$248K Sell
3,447
-2,519
-42% -$181K 0.06% 196
2020
Q2 		$532K Sell
5,966
-3,729
-38% -$333K 0.15% 105
2020
Q1 		$702K Buy
9,695
+4,269
+79% +$309K 0.24% 87
2019
Q4 		$653K Sell
5,426
-6,513
-55% -$784K 0.33% 50
2019
Q3 		$1.42M Buy
11,939
+10,139
+563% +$1.2M 0.72% 33
2019
Q2 		$224K Buy
+1,800
New +$224K 0.22% 65