Robertson Stephens Wealth Management, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Robertson Stephens Wealth Management, LLC on CVX, newest first. How the timeline and the estimate are built.
Robertson Stephens Wealth Management, LLC held 21,952 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 21,952 sharesChange vs previous 13F +1,335 shares
0.09% of the 13F portfolio, value $3,638,689.
13F-HR 0001172661-26-002897 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,617 sharesChange vs previous 13F -2,934 shares
0.12% of the 13F portfolio, value $4,265,565.
13F-HR 0001172661-26-001551 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,551 sharesChange vs previous 13F +2,970 shares
0.1% of the 13F portfolio, value $3,589,509.
13F-HR 0001172661-26-000416 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,581 sharesChange vs previous 13F +57 shares
0.1% of the 13F portfolio, value $3,196,058.
13F-HR 0001172661-25-004717 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,524 sharesChange vs previous 13F +2,060 shares
0.1% of the 13F portfolio, value $2,938,810.
13F-HR 0001172661-25-002703 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,464 sharesChange vs previous 13F -2,194 shares
0.12% of the 13F portfolio, value $3,088,946.
13F-HR 0001172661-25-001510 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,658 sharesChange vs previous 13F -457 shares
0.11% of the 13F portfolio, value $2,992,164.
13F-HR 0001172661-25-000364 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,115 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $3,109,666.
13F-HR 0001172661-24-004572 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).