Robertson Stephens Wealth Management, LLC

Position in CVX — Chevron Corp

CIK 1767307 San Francisco, CA

Position in CVX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,638,763

-$626,894 QoQ

Shares Held

21,952

+6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,337

of 4,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Energy · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $11,110,923 across 6 Oil & Gas Integrated names. CVX ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	36,405	$4,977,291
2	CVX	Chevron Corp This page	21,952	$3,638,763
3	SU	Suncor Energy Inc	18,266	$980,518
4	TTE	TotalEnergies SE	10,772	$837,630
5	SHEL	Shell plc	5,477	$424,686
6	BP	Bp PLC	6,821	$252,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,638,763	21,952	+6.5%	Shares	Sole	2026-07-29
2026-03-31	$4,265,657	20,617	-12.5%	Shares	Sole	2026-04-28
2025-12-31	$3,589,407	23,551	+14.4%	Shares	Sole	2026-02-02
2025-09-30	$3,196,023	20,581	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$2,938,831	20,524	+11.2%	Shares	Sole	2025-07-24
2025-03-31	$3,088,842	18,464	-10.6%	Shares	Sole	2025-04-17
2024-12-31	$2,992,104	20,658	-2.2%	Shares	Sole	2025-01-27
2024-09-30	$3,109,606	21,115	-8.5%	Shares	Sole	2024-11-12
2024-06-30	$3,610,330	23,081	+4.7%	Shares	Sole	2024-08-13
2024-03-31	$3,477,536	22,046	+1.4%	Shares	Sole	2024-05-15
2023-12-31	$3,244,379	21,751	-8.9%	Shares	Sole	2024-02-06
2023-09-30	$4,026,476	23,879	+4.6%	Shares	Sole	2023-11-13
2023-06-30	$3,592,772	22,833	+2.9%	Shares	Sole	2023-08-11
2023-03-31	$3,619,704	22,185	+3.6%	Shares	Sole	2023-05-11
2022-12-31	$3,842,162	21,406	-2.6%	Shares	Sole	2023-02-14
2022-09-30	$3,158,872	21,987	-1.3%	Shares	Sole	2022-11-14
2022-06-30	$3,224,250	22,270	+25.6%	Shares	Sole	2022-08-12
2022-03-31	$2,886,650	17,728	+6.7%	Shares	Sole	2022-05-16
2021-12-31	$1,949,418	16,612	+131.9%	Shares	Sole	2022-02-14
2021-09-30	$726,584	7,162	-4.2%	Shares	Sole	2021-11-10
2021-06-30	$783,350	7,479	+2.7%	Shares	Sole	2021-08-17
2021-03-31	$762,766	7,279	+37.3%	Shares	Sole	2021-05-07
2020-12-31	$447,669	5,301	+53.8%	Shares	Sole	2021-02-10
2020-09-30	$248,184	3,447	-42.2%	Shares	Sole	2020-11-10
2020-06-30	$532,346	5,966	-38.5%	Shares	Sole	2020-08-12
2020-03-31	$702,499	9,695	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.