Form 13-F position report

CHEVRON CORPORATION

Reported by Americana Partners LLC

CVX CUSIP 166764100 Manager CIK 0001797678

Reported 102,866 shares, down 3,141 (3.0%) from the prior quarter.

Reported value -6.4%; share count -3.0% vs. the prior quarter.

Reduced
% of reported 13F value 2.08% This manager · Q2 2023
Shares 102,866 Quarter-end amount reported
Reported value $16,185,909 Fair value at quarter end
Consecutive quarters held 15 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 6493000
2022-03-31 8376000
2022-06-30 16405000
2022-09-30 18611000
2022-12-31 19491369
2023-03-31 17296100
2023-06-30 16185909
2023-09-30 15209210
2023-12-31 13570753
2024-03-31 14587050
2024-06-30 14340174
2024-09-30 13349116
2024-12-31 36676529
2025-03-31 42552170
2025-06-30 36474057
2025-09-30 40101943
2025-12-31 40237176
2026-03-31 57537879
2026-06-30 52268765
2026-09-30 65338920

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for CHEVRON CORPORATION held by Americana Partners LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 319,959 +4,632 (1.5%) 1.4% $65,338,920 2026-10-28
Q2 2026 Added 315,327 +37,232 (13.4%) 1.18% $52,268,765 2026-08-05
Q1 2026 Added 278,095 +14,089 (5.3%) 1.49% $57,537,879 2026-05-12
Q4 2025 Added 264,006 +5,767 (2.2%) 1.1% $40,237,176 2026-02-06
Q3 2025 Added 258,239 +3,515 (1.4%) 1.21% $40,101,943 2025-10-29
Q2 2025 Added 254,724 +362 (0.1%) 1.26% $36,474,057 2025-08-07
Q1 2025 Added 254,362 +1,141 (0.5%) 1.65% $42,552,170 2025-05-12
Q4 2024 Added 253,221 +162,577 (179.4%) 1.5% $36,676,529 2025-01-31
Q3 2024 Reduced 90,644 -1,033 (-1.1%) 0.91% $13,349,116 2024-10-28
Q2 2024 Reduced 91,677 -798 (-0.9%) 1.12% $14,340,174 2024-07-30
Q1 2024 Added 92,475 +1,195 (1.3%) 1.22% $14,587,050 2024-05-07
Q4 2023 Added 91,280 +731 (0.8%) 1.29% $13,570,753 2024-01-25
Q3 2023 Reduced 90,549 -12,317 (-12.0%) 1.64% $15,209,210 2023-11-07
Q2 2023 Reduced 102,866 -3,141 (-3.0%) 2.08% $16,185,909 2023-07-31
Q1 2023 Reduced 106,007 -2,564 (-2.4%) 2.73% $17,296,100 2023-05-08
Q4 2022 Reduced 108,571 -21,069 (-16.3%) 3.37% $19,491,369 2023-01-30
Q3 2022 Added 129,640 +15,874 (14.0%) 3.33% $18,611,000 2022-11-14
Q2 2022 Added 113,766 +23,617 (26.2%) 2.94% $16,405,000 2022-08-15
Q1 2022 Added 90,149 +34,819 (62.9%) 2.58% $8,376,000 2022-05-06
Q4 2021 Added 55,330 +5,177 (10.3%) 1.18% $6,493,000 2022-01-28
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

3408 managers reported CHEVRON CORPORATION for Q2 2023.

Managers reporting CHEVRON CORPORATION in Q2 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 161,466,295 +810,716 0.6% $25,406,721,518 41 qtrs
BlackRock Inc Reduced 124,713,810 -9,123,193 0.54% $19,623,718,028 41 qtrs
BERKSHIRE HATHAWAY INC Reduced 123,120,120 -9,287,475 5.56% $19,372,950,883 12 qtrs
STATE STREET CORPORATION Reduced 120,790,528 -5,030,191 1.0% $19,006,389,581 41 qtrs
GEODE CAPITAL MANAGEMENT LLC Reduced 32,557,893 -74,448 0.6% $5,108,538,286 41 qtrs
MORGAN STANLEY Added 31,921,904 +705,202 0.5% $5,022,911,952 41 qtrs
Bank of America Corporation Reduced 27,279,654 -3,364,369 0.45% $4,292,453,532 41 qtrs
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added 23,867,243 +199,759 1.07% $3,732,044,037 41 qtrs
NORTHERN TRUST CORPORATION Reduced 22,135,268 -1,358,355 0.67% $3,482,984,419 41 qtrs
JPMorgan Chase & Co Reduced 20,366,684 -426,051 0.35% $3,204,698,035 41 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2023
Filed
July 31, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
102,866

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.