Form 13-F position report

CHEVRON CORPORATION

Reported by TruWealth Advisors LLC

CVX CUSIP 166764100 Manager CIK 0001834985

Reported 175,382 shares, up 4,697 (2.8%) from the prior quarter.

Reported value 18.9%; share count 2.8% vs. the prior quarter.

Added
% of reported 13F value 2.08% This manager · Q4 2021
Shares 175,382 Quarter-end amount reported
Reported value $20,581,000 Fair value at quarter end
Consecutive quarters held 5 Through Q4 2021

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
2021-06-30 16544000
2021-09-30 17316000
2021-12-31 20581000
2022-03-31 28721000
2022-06-30 19822000
2022-09-30 20598000
2022-12-31 25635798
2023-03-31 23651633
2023-06-30 22585534
2023-09-30 24083421
2023-12-31 23452463
2024-03-31 16289398
2024-06-30 16883431
2024-09-30 15838248
2024-12-31 15870915
2025-03-31 18896043
2025-06-30 4007483
2025-09-30 4288905
2025-12-31 4083993
2026-03-31 5475382

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 TruWealth Advisors LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q1 2026 Reduced 26,462 -334 (-1.2%) 0.26% $5,475,382 2026-04-09
Q4 2025 Reduced 26,796 -822 (-3.0%) 0.2% $4,083,993 2026-01-07
Q3 2025 Reduced 27,618 -369 (-1.3%) 0.22% $4,288,905 2025-10-06
Q2 2025 Reduced 27,987 -84,968 (-75.2%) 0.22% $4,007,483 2025-07-07
Q1 2025 Added 112,955 +3,378 (3.1%) 1.14% $18,896,043 2025-04-10
Q4 2024 Added 109,577 +2,030 (1.9%) 0.96% $15,870,915 2025-01-15
Q3 2024 Reduced 107,547 -390 (-0.4%) 0.97% $15,838,248 2024-10-16
Q2 2024 Added 107,937 +4,669 (4.5%) 1.12% $16,883,431 2024-07-16
Q1 2024 Reduced 103,268 -53,962 (-34.3%) 1.14% $16,289,398 2024-04-15
Q4 2023 Added 157,230 +14,403 (10.1%) 1.79% $23,452,463 2024-01-10
Q3 2023 Reduced 142,827 -710 (-0.5%) 2.07% $24,083,421 2023-10-10
Q2 2023 Reduced 143,537 -1,423 (-1.0%) 1.94% $22,585,534 2023-08-04
Q1 2023 Added 144,960 +2,134 (1.5%) 2.17% $23,651,633 2023-04-25
Q4 2022 Reduced 142,826 -547 (-0.4%) 2.5% $25,635,798 2023-01-27
Q3 2022 Added 143,373 +6,460 (4.7%) 2.18% $20,598,000 2022-10-24
Q2 2022 Reduced 136,913 -39,476 (-22.4%) 2.12% $19,822,000 2022-07-22
Q1 2022 Added 176,389 +1,007 (0.6%) 2.99% $28,721,000 2022-04-27
Q4 2021 Added 175,382 +4,697 (2.8%) 2.08% $20,581,000 2022-01-19
Q3 2021 Added 170,685 +12,734 (8.1%) 1.93% $17,316,000 2021-10-29
Q2 2021 Added 157,951 +2,005 (1.3%) 1.94% $16,544,000 2021-07-29
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

2869 managers reported CHEVRON CORPORATION for Q4 2021.

Managers reporting CHEVRON CORPORATION in Q4 2021.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 163,400,131 +1,652,383 0.44% $19,175,006,000 35 qtrs
STATE STREET CORPORATION Reduced 138,896,127 -1,335,651 0.77% $16,299,461,000 35 qtrs
BlackRock Inc Reduced 126,043,765 -2,633,518 0.38% $14,791,236,000 35 qtrs
BERKSHIRE HATHAWAY INC Added 38,245,036 +9,541,517 1.36% $4,488,055,000 6 qtrs
Bank of America Corporation Added 35,480,772 +1,593,760 0.4% $4,163,669,000 35 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 32,250,237 +667,875 0.45% $3,776,323,000 35 qtrs
NORGES BANK Added 26,515,497 +1,972,039 0.64% $3,111,594,000 35 qtrs
MORGAN STANLEY Added 25,901,170 +1,603,426 0.38% $3,039,502,000 35 qtrs
Capital International Investors Reduced 25,855,794 -1,230,425 0.64% $3,034,208,000 35 qtrs
NORTHERN TRUST CORPORATION Reduced 25,731,963 -346,686 0.49% $3,019,646,000 35 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2021
Filed
January 19, 2022
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
175,382
Shared
0
None
0

“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.