A detailed history of Robertson Stephens Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 23,081 shares of CVX stock, worth $3.36 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
23,081
Previous 22,046 4.69%
Holding current value
$3.36 Million
Previous $3.48 Million 3.83%
% of portfolio
0.19%
Previous 0.18%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$152.57 - $166.33 $157,909 - $172,151
1,035 Added 4.69%
23,081 $3.61 Million
Q1 2024

May 15, 2024

BUY
$141.82 - $157.74 $41,836 - $46,533
295 Added 1.36%
22,046 $3.48 Million
Q4 2023

Feb 06, 2024

SELL
$141.77 - $169.1 $301,686 - $359,844
-2,128 Reduced 8.91%
21,751 $3.24 Million
Q3 2023

Nov 13, 2023

BUY
$152.88 - $171.04 $159,912 - $178,907
1,046 Added 4.58%
23,879 $4.03 Million
Q2 2023

Aug 11, 2023

BUY
$150.62 - $172.44 $97,601 - $111,741
648 Added 2.92%
22,833 $3.59 Million
Q1 2023

May 11, 2023

BUY
$152.34 - $187.79 $118,672 - $146,288
779 Added 3.64%
22,185 $3.62 Million
Q4 2022

Feb 14, 2023

SELL
$151.73 - $188.05 $88,155 - $109,257
-581 Reduced 2.64%
21,406 $3.84 Million
Q3 2022

Nov 14, 2022

SELL
$135.94 - $164.63 $38,471 - $46,590
-283 Reduced 1.27%
21,987 $3.16 Million
Q2 2022

Aug 12, 2022

BUY
$142.43 - $181.13 $646,917 - $822,692
4,542 Added 25.62%
22,270 $3.22 Million
Q1 2022

May 16, 2022

BUY
$119.26 - $170.9 $133,094 - $190,724
1,116 Added 6.72%
17,728 $2.89 Million
Q4 2021

Feb 14, 2022

BUY
$104.33 - $118.79 $985,918 - $1.12 Million
9,450 Added 131.95%
16,612 $1.95 Million
Q3 2021

Nov 10, 2021

SELL
$94.29 - $106.21 $29,889 - $33,668
-317 Reduced 4.24%
7,162 $726,000
Q2 2021

Aug 17, 2021

BUY
$100.95 - $110.81 $20,190 - $22,162
200 Added 2.75%
7,479 $783,000
Q1 2021

May 07, 2021

BUY
$84.71 - $111.56 $167,556 - $220,665
1,978 Added 37.31%
7,279 $762,000
Q4 2020

Feb 10, 2021

BUY
$66.88 - $95.62 $123,995 - $177,279
1,854 Added 53.79%
5,301 $447,000
Q3 2020

Nov 10, 2020

SELL
$71.8 - $91.39 $180,864 - $230,211
-2,519 Reduced 42.22%
3,447 $248,000
Q2 2020

Aug 12, 2020

SELL
$68.56 - $103.24 $255,660 - $384,981
-3,729 Reduced 38.46%
5,966 $532,000
Q1 2020

May 01, 2020

BUY
$54.22 - $121.43 $231,465 - $518,384
4,269 Added 78.68%
9,695 $702,000
Q4 2019

Feb 14, 2020

SELL
$111.71 - $122.28 $727,567 - $796,409
-6,513 Reduced 54.55%
5,426 $653,000
Q3 2019

Nov 14, 2019

BUY
$115.18 - $126.54 $1.17 Million - $1.28 Million
10,139 Added 563.28%
11,939 $1.42 Million
Q2 2019

Jul 31, 2019

BUY
$113.85 - $126.68 $204,930 - $228,024
1,800 New
1,800 $224,000

Others Institutions Holding CVX

About CHEVRON CORP


  • Ticker CVX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 1,957,430,016
  • Market Cap $285B
  • Description
  • Chevron Corporation, through its subsidiaries, engages in integrated energy and chemicals operations worldwide. The company operates in two segments, Upstream and Downstream. The Upstream segment is involved in the exploration, development, production, and transportation of crude oil and natural gas; processing, liquefaction, transportation, and...
More about CVX
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