Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | Director · Chairman and CEO | August 14, 2026 | August 18, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CHEVRON CORP
Report date August 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,308 |
Ending reported balance
After 2026-08-14 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-14 · Exercise / conversion · Acquired 317,100 · Balance 343,408 Row 2 · 2026-08-14 · Sale · Disposed 306,789 · Balance 36,619 F1: These shares were sold in multiple transactions at prices ranging from $200.00 to $200.99, inclusive. The price reported in Column 4 reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) and (2) to this Form 4. Row 3 · 2026-08-14 · Sale · Disposed 10,311 · Balance 26,308 F2: These shares were sold in multiple transactions at prices ranging from $201.00 to $201.12, inclusive. The price reported in Column 4 reflects the weighted average sale price. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $88.20 · Expires 2031-01-27 | Direct | 0 |
Reported balance
After 2026-08-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-08-14 · Exercise / conversion · Disposed 317,100 · Balance 0 F4: Option granted 1/27/2021. One-third of the shares subject to the option vested on January 31, 2022, January 31, 2023 and January 31, 2024, respectively. |
| Common StockSEC Table I · non-derivative | IndirectBy Limited Partnership | 17,784 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 17,784 F3: The reporting person owns only a 1% general partnership interest in the limited partnership. The remaining limited partnership interests are owned equally by four separate trusts for the benefit of each of the reporting person's children. The reporting person disclaims beneficial ownership of the shares held by the limited partnership except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) plan | 19,036 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 19,036 |
| Common StockSEC Table I · non-derivative | IndirectBy Wirth Family Trust | 51 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 51 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold in multiple transactions at prices ranging from $200.00 to $200.99, inclusive. The price reported in Column 4 reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) and (2) to this Form 4.
F2: These shares were sold in multiple transactions at prices ranging from $201.00 to $201.12, inclusive. The price reported in Column 4 reflects the weighted average sale price.
F3: The reporting person owns only a 1% general partnership interest in the limited partnership. The remaining limited partnership interests are owned equally by four separate trusts for the benefit of each of the reporting person's children. The reporting person disclaims beneficial ownership of the shares held by the limited partnership except to the extent of his pecuniary interest therein.
F4: Option granted 1/27/2021. One-third of the shares subject to the option vested on January 31, 2022, January 31, 2023 and January 31, 2024, respectively.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 23, 2006 Filed Mar 27, 2006 22:08 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $56.63 | $0.00 |
DisclosureSEC source: 0001127602-06-000615 · form4.xml · derivative · entry 1 Wirth Michael K · CIK 0001354590 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2016-03-23 F1 · derivative.exercise_date: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.