Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | Vice President | May 06, 2022 | May 10, 2022 |
| Noble Midstream Partners LPNBLX · Entity 11743 | Director | October 05, 2020 | October 05, 2020 |
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 May 06, 2022 · Filed May 10, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,373 |
Reported balance
After 2022-05-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-05-06 · Exercise / conversion · Acquired 47,700 · Balance 48,373 F1: This number includes dividend accruals (6 shares). |
| Common StockSEC Table I · non-derivative | Direct | 673 |
Reported balance
After 2022-05-06 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-05-06 · Sale · Disposed 47,700 · Balance 673 F2: This transaction was executed in multiple trades at prices ranging from $168.54 to $168.76. The price reported above reflects the weighted-average sales 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 range provided. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $103.71 · Expires 2025-01-28 | Direct | 0 |
Reported balance
After 2022-05-06 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-05-06 · Exercise / conversion · Disposed 47,700 · Balance 0 F4: Option granted 1/28/2015. One-third of the shares subject to the option vested on each of the first, second and third anniversaries of the date of grant. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) plan | 5,170 |
Reported balance
Holding disclosure · report date 2022-05-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,170 F3: Between March 2, 2022 and May 6, 2022, the reporting person acquired 231 shares of Chevron common stock under the Chevron Employee Savings Investment Plan, a 401(k) plan. |
| Common StockSEC Table I · non-derivative | IndirectUK benefits plan | 1,880 |
Reported balance
Holding disclosure · report date 2022-05-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,880 |
Filing footnotes · ownership attribution and instrument terms
F1: This number includes dividend accruals (6 shares).
F2: This transaction was executed in multiple trades at prices ranging from $168.54 to $168.76. The price reported above reflects the weighted-average sales 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 range provided.
F3: Between March 2, 2022 and May 6, 2022, the reporting person acquired 231 shares of Chevron common stock under the Chevron Employee Savings Investment Plan, a 401(k) plan.
F4: Option granted 1/28/2015. One-third of the shares subject to the option vested on each of the first, second and third anniversaries of the date of grant.
Noble Midstream Partners LP
Report date October 05, 2020 · Filed October 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units Representing Limited Partner InterestsSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2020-10-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| January 31, 2020 Filed Feb 4, 2020 21:30 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 4,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003516 · form4.xml · nonDerivative · entry 1 PARFITT COLIN E · CIK 0001768748 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,842 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. F1 · price: Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units. The restricted stock units are payable in cash and vested on January 31, 2020. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 22:01 UTC | CHEVRON CORP CVX · Entity 2804 | GrantRestricted Stock Units · Derivative | 3,270 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002920 · form4.xml · derivative · entry 2 PARFITT COLIN E · CIK 0001768748 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,270 Underlying: Common Stock · 3,270 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units granted under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2025. F2 · derivative.exercise_date: Restricted stock units granted under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2025. F2 · derivative.expiration_date: Restricted stock units granted under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2025. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 22:01 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 27,700 | $0.00 Strike: $110.37 | $0.00 |
DisclosureSEC source: 0001127602-20-002920 · form4.xml · derivative · entry 1 PARFITT COLIN E · CIK 0001768748 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,700 Underlying: Common Stock · 27,700 shares Expires 2030-01-29 F1 · derivative.exercise_date: One-third of the shares subject to the option vest on January 31, 2021, January 31, 2022 and January 31, 2023, respectively. Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:53 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionRestricted Stock Units · Derivative | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035572 · form4.xml · derivative · entry 8 PARFITT COLIN E · CIK 0001768748 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,585 Underlying: Common Stock · 23 shares Expires not disclosed 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. F7 · derivative.exercise_price: Restricted stock units granted on January 25, 2017 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2022. F7 · derivative.exercise_date: Restricted stock units granted on January 25, 2017 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2022. F7 · derivative.expiration_date: Restricted stock units granted on January 25, 2017 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2022. F8 · balance_after: Between December 18, 2018 and December 17, 2019, the reporting person acquired dividend equivalents (99 shares). Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:53 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionRestricted Stock Units · Derivative | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035572 · form4.xml · derivative · entry 7 PARFITT COLIN E · CIK 0001768748 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,366 Underlying: Common Stock · 41 shares Expires not disclosed 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. F4 · derivative.exercise_price: Restricted stock units granted on January 31, 2018 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2023. F5 · shares: This number includes dividend equivalent (1 share). F4 · derivative.exercise_date: Restricted stock units granted on January 31, 2018 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2023. F4 · derivative.expiration_date: Restricted stock units granted on January 31, 2018 under the Chevron Corporation Long-Term Incentive Plan. Each restricted stock unit is the economic equivalent of one share of Chevron Corporation common stock. Restricted stock units accrue dividend equivalents in the form of additional restricted stock units and are payable in cash upon vesting on January 31, 2023. F5 · derivative.underlying_shares: This number includes dividend equivalent (1 share). F6 · balance_after: This number includes dividend equivalents (91 shares). Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 01:53 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 23 | $118.60 | $2,727.80 |
DisclosureSEC source: 0001127602-19-035572 · form4.xml · nonDerivative · entry 4 PARFITT COLIN E · CIK 0001768748 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602 F2 · 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 17, 2019 Filed Dec 20, 2019 01:53 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035572 · form4.xml · nonDerivative · entry 3 PARFITT COLIN E · CIK 0001768748 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625 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 |
| December 17, 2019 Filed Dec 20, 2019 01:53 UTC | CHEVRON CORP CVX · Entity 2804 | Tax withholdingCommon Stock | 41 | $118.60 | $4,862.60 |
DisclosureSEC source: 0001127602-19-035572 · form4.xml · nonDerivative · entry 2 PARFITT COLIN E · CIK 0001768748 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602 F2 · 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 17, 2019 Filed Dec 20, 2019 01:53 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035572 · form4.xml · nonDerivative · entry 1 PARFITT COLIN E · CIK 0001768748 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 643 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. F1 · balance_after: This number includes dividend accruals (22 shares). 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.