Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | Executive Vice President | February 07, 2011 | February 09, 2011 |
| DEVON ENERGY CORP/DEDVN · Entity 3022 | Director | June 04, 2025 | June 05, 2025 |
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 07, 2011 · Filed February 09, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 85,102 |
Reported balance
After 2011-02-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2011-02-07 · Exercise / conversion · Acquired 20,000 · Balance 85,102 |
| Common StockSEC Table I · non-derivative | Direct | 91,272 |
Reported balance
After 2011-02-07 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2011-02-07 · Exercise / conversion · Acquired 6,170 · Balance 91,272 |
| Common StockSEC Table I · non-derivative | Direct | 93,137 |
Reported balance
After 2011-02-07 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2011-02-07 · Exercise / conversion · Acquired 1,865 · Balance 93,137 |
| Common StockSEC Table I · non-derivative | Direct | 65,102 |
Reported balance
After 2011-02-07 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2011-02-07 · Sale · Disposed 28,035 · Balance 65,102 F1: This number includes dividend equivalent accruals (89 shares) from awards granted under the Chevron Long-Term Incentive Plan. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.06 · Expires 2014-06-30 | Direct | 40,000 |
Reported balance
After 2011-02-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2011-02-07 · Exercise / conversion · Disposed 20,000 · Balance 40,000 F3: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $89.15 · Expires 2011-06-22 | Direct | 0 |
Reported balance
After 2011-02-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2011-02-07 · Exercise / conversion · Disposed 6,170 · Balance 0 |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $89.15 · Expires 2011-06-22 | Direct | 0 |
Reported balance
After 2011-02-07 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2011-02-07 · Exercise / conversion · Disposed 1,865 · Balance 0 |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) plan | 37,953 |
Reported balance
Holding disclosure · report date 2011-02-07 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 37,953 F2: Between November 2, 2010 and February 7, 2011, the reporting person acquired 441 shares of Chevron Common Stock under the Chevron Employee Savings Investment Plan, a 401(k) plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This number includes dividend equivalent accruals (89 shares) from awards granted under the Chevron Long-Term Incentive Plan.
F2: Between November 2, 2010 and February 7, 2011, the reporting person acquired 441 shares of Chevron Common Stock under the Chevron Employee Savings Investment Plan, a 401(k) plan.
F3: One-third of the shares subject to the option vest on each of the first, second and third anniversaries of the date of grant.
DEVON ENERGY CORP/DE
Report date June 04, 2025 · Filed June 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 115,963 |
Reported balance
After 2025-06-04 transaction · row 1
1 source rowRow 1 · 2025-06-04 · Grant · Acquired 10,061 · Balance 115,963 F1: Represents restricted stock granted on June 4, 2025, to vest 100% on the day immediately following the grant date. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 941 |
Reported balance
Holding disclosure · report date 2025-06-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 941 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock granted on June 4, 2025, to vest 100% on the day immediately following the grant date.
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 |
|---|---|---|---|---|---|---|
| August 05, 2004 Filed Aug 9, 2004 21:31 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 7,695 | $87.56 | $673,811.91 |
DisclosureSEC source: 0000093410-04-000073 · edgar.xml · nonDerivative · entry 2 BETHANCOURT JOHN E · CIK 0001244969 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,009 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 |
| August 05, 2004 Filed Aug 9, 2004 21:31 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 1,070 | $85.92 | $91,931.40 |
DisclosureSEC source: 0000093410-04-000073 · edgar.xml · nonDerivative · entry 1 BETHANCOURT JOHN E · CIK 0001244969 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,314 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 equivalent accruals under the ChevronTexaco Deferred Compensation Plan for Management Employees. Read SEC document |
| June 30, 2004 Filed Jul 1, 2004 21:10 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $94.11 | $0.00 |
DisclosureSEC source: 0000093410-04-000057 · edgar.xml · derivative · entry 1 BETHANCOURT JOHN E · CIK 0001244969 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2014-06-30 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 |
| June 01, 2004 Filed Jun 2, 2004 17:59 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,543 | Not disclosed Strike: $90.02 | Not disclosed |
DisclosureSEC source: 0000093410-04-000045 · edgar.xml · derivative · entry 4 BETHANCOURT JOHN E · CIK 0001244969 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,543 shares Expires 2004-06-24 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. F3 · price: This transaction is an exercise of a Non-Qualified Stock Option and the conversion price is reported in Column 2. Read SEC document |
| June 01, 2004 Filed Jun 2, 2004 17:59 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 1,543 | $91.39 | $141,009.83 |
DisclosureSEC source: 0000093410-04-000045 · edgar.xml · nonDerivative · entry 2 BETHANCOURT JOHN E · CIK 0001244969 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,175 F1 · balance_after: This number includes dividend equivalent accruals under the ChevronTexaco Deferred Compensation Plan for Management Employees. Read SEC document |
| June 01, 2004 Filed Jun 2, 2004 17:59 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 1,543 | $90.02 | $138,893.15 |
DisclosureSEC source: 0000093410-04-000045 · edgar.xml · nonDerivative · entry 1 BETHANCOURT JOHN E · CIK 0001244969 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,718 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 equivalent accruals under the ChevronTexaco Deferred Compensation Plan for Management Employees. Read SEC document |
| Date not disclosed Filed Jul 8, 2003 18:53 UTC | CHEVRON CORP CVX · Entity 2804 | OtherCommon Stock | 306.82 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000093410-03-000002 · edgar.xml · nonDerivative · entry 5 BETHANCOURT JOHN E · CIK 0001244969 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · by son Disclosed balance after: Not disclosed Read SEC document |
| Date not disclosed Filed Jul 8, 2003 18:53 UTC | CHEVRON CORP CVX · Entity 2804 | OtherCommon Stock | 306.82 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000093410-03-000002 · edgar.xml · nonDerivative · entry 4 BETHANCOURT JOHN E · CIK 0001244969 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · by son Disclosed balance after: Not disclosed Read SEC document |
| Date not disclosed Filed Jul 8, 2003 18:53 UTC | CHEVRON CORP CVX · Entity 2804 | OtherCommon Stock | 307.74 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000093410-03-000002 · edgar.xml · nonDerivative · entry 3 BETHANCOURT JOHN E · CIK 0001244969 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · by daughter Disclosed balance after: Not disclosed Read SEC document |
| Date not disclosed Filed Jul 8, 2003 18:53 UTC | CHEVRON CORP CVX · Entity 2804 | OtherCommon Stock | 13,377.77 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000093410-03-000002 · edgar.xml · nonDerivative · entry 2 BETHANCOURT JOHN E · CIK 0001244969 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · by 401(k) plan Disclosed balance after: Not disclosed Read SEC document |
| Date not disclosed Filed Jul 8, 2003 18:53 UTC | CHEVRON CORP CVX · Entity 2804 | OtherCommon Stock | 26,936.64 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000093410-03-000002 · edgar.xml · nonDerivative · entry 1 BETHANCOURT JOHN E · CIK 0001244969 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed 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.