Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | EVP, Sr. Advisor | February 10, 2025 | February 12, 2025 |
| Phillips 66PSX · Entity 2915 | Director | January 15, 2026 | January 20, 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 February 10, 2025 · Filed February 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,365 |
Ending reported balance
After 2025-02-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-10 · Exercise / conversion · Acquired 3,194 · Balance 5,988 F1: Each restricted stock unit is the economic equivalent of one share of Chevron common stock. Row 2 · 2025-02-10 · Tax withholding · Disposed 1,623 · Balance 4,365 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,389 |
Reported balance
After 2025-02-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-02-10 · Exercise / conversion · Disposed 3,194 · Balance 6,389 F1: Each restricted stock unit is the economic equivalent of one share of Chevron common stock. F2: Restricted stock units granted on February 6, 2024 under the Chevron Corporation 2022 Long-Term Incentive Plan. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units. One-third of the shares subject to the award vested on February 10, 2025, and one-third of the shares subject to the award will vest on February 10, 2026 and February 10, 2027, respectively, and settle in shares of Chevron common stock on the date of vesting. Shares issued upon vesting are subject to a two-year post-vesting holding period, which is removed upon termination of employment. F3: This number includes dividend equivalents (403 shares). |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) plan | 1,368 |
Reported balance
Holding disclosure · report date 2025-02-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,368 |
| Common StockSEC Table I · non-derivative | Indirectby Hearne Family Trust | 1,274 |
Reported balance
Holding disclosure · report date 2025-02-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,274 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit is the economic equivalent of one share of Chevron common stock.
F2: Restricted stock units granted on February 6, 2024 under the Chevron Corporation 2022 Long-Term Incentive Plan. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units. One-third of the shares subject to the award vested on February 10, 2025, and one-third of the shares subject to the award will vest on February 10, 2026 and February 10, 2027, respectively, and settle in shares of Chevron common stock on the date of vesting. Shares issued upon vesting are subject to a two-year post-vesting holding period, which is removed upon termination of employment.
F3: This number includes dividend equivalents (403 shares).
Phillips 66
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,517.512 |
Reported balance
After 2026-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 1,423 · Balance 2,517.512 F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026. F3: Includes 2,484.5124 RSUs including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis.
F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026.
F3: Includes 2,484.5124 RSUs including shares acquired through routine dividend transactions that are exempt under Rule 16a-11.
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 |
|---|---|---|---|---|---|---|
| December 16, 2022 Filed Dec 21, 2022 00:40 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 24 | $168.72 | $4,049.28 |
DisclosureSEC source: 0001127602-22-028021 · form4.xml · nonDerivative · entry 2 HEARNE ANDREW NIGEL · CIK 0001946777 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Reflects withholding of shares to cover required tax obligations under the terms of the award agreement due to the reporting person's age and years of service. Read SEC document |
| December 16, 2022 Filed Dec 21, 2022 00:40 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028021 · form4.xml · nonDerivative · entry 1 HEARNE ANDREW NIGEL · CIK 0001946777 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.