Reported 17,437 shares, up 315 (1.8%) from the prior quarter.
Reported value -9.9%; share count 1.8% vs. the prior 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.
| Date | Holding Value |
|---|---|
| 2023-03-31 | 5613958 |
| 2023-06-30 | 5378354 |
| 2023-09-30 | 2887085 |
| 2023-12-31 | 2600760 |
| 2024-03-31 | 3767513 |
| 2025-09-30 | 556404 |
| 2025-12-31 | 291103 |
| 2026-03-31 | 382558 |
| 2026-06-30 | 304667 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Reduced | 1,838 | -11 (-0.6%) | 1.24% | $304,667 | 2026-08-14 | |
| Q1 2026 | Reduced | 1,849 | -61 (-3.2%) | 1.75% | $382,558 | 2026-05-15 | |
| Q4 2025 | Reduced | 1,910 | -1,673 (-46.7%) | 1.36% | $291,103 | 2026-02-17 | |
| Q3 2025 | Reduced | 3,583 | -20,100 (-84.9%) | 1.78% | $556,404 | 2025-11-14 | |
| Q1 2024 | Added | 23,683 | +6,246 (35.8%) | 0.91% | $3,767,513 | 2024-05-10 | |
| Q4 2023 | Added | 17,437 | +315 (1.8%) | 2.09% | $2,600,760 | 2024-01-30 | |
| Q3 2023 | Reduced | 17,122 | -16,889 (-49.7%) | 2.44% | $2,887,085 | 2023-11-15 | |
| Q2 2023 | Reduced | 34,011 | -561 (-1.6%) | 3.39% | $5,378,354 | 2023-08-15 | |
| Q1 2023 | New | 34,572 | +34,572 (0.0%) | 3.69% | $5,613,958 | 2023-05-15 |
Who else reported the position
3666 managers reported CHEVRON CORPORATION for Q4 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Reduced | 161,522,223 | -402,152 | 0.53% | $24,092,654,764 | 43 qtrs |
| BlackRock Inc | Added | 129,724,993 | +4,669,859 | 0.49% | $19,349,779,853 | 43 qtrs |
| BERKSHIRE HATHAWAY INC | Added | 126,093,326 | +15,845,037 | 5.34% | $18,808,080,506 | 14 qtrs |
| STATE STREET CORPORATION | Added | 124,532,696 | +468,372 | 0.9% | $18,575,296,935 | 43 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 34,566,811 | +761,517 | 0.54% | $5,141,986,338 | 43 qtrs |
| MORGAN STANLEY | Added | 34,416,145 | +249,246 | 0.45% | $5,133,512,676 | 43 qtrs |
| Bank of America Corporation | Reduced | 27,589,547 | -1,647,686 | 0.41% | $4,115,256,872 | 43 qtrs |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | 26,235,473 | +1,999,332 | 0.99% | $3,886,821,350 | 43 qtrs |
| JPMorgan Chase & Co | Added | 25,699,037 | +3,675,069 | 0.37% | $3,833,268,672 | 43 qtrs |
| NORTHERN TRUST CORPORATION | Reduced | 21,859,108 | -846,010 | 0.59% | $3,260,504,549 | 43 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2023
- Filed
- January 30, 2024
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 17,437
“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.