Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEVRON CORPCVX · Entity 2804 | Director · Vice Chairman of the Board | March 25, 2009 | March 27, 2009 |
| JACOBS SOLUTIONS INC.J · Entity 3307 | Director | November 24, 2025 | November 26, 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 March 25, 2009 · Filed March 27, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,522 |
Reported balance
After 2009-03-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2009-03-25 · Grant · Acquired 3,000 · Balance 38,522 F1: This number represents stock units to be paid in shares of Chevron Common Stock (one share for each stock unit) within 60 days following November 1, 2010. The stock units earn dividend equivalents in the form of additional stock units based on the closing stock price of Chevron Common Stock on the dividend payment date. F2: This number includes 1) a transfer of 7,576 shares made on August 27, 2008 under the grantor retained annuity trust (GRAT) and grantor retained annuity trust by spouse (Spouse GRAT) and 2) dividend equivalent accruals (608 shares) from awards granted under the Chevron Long-Term Incentive Plan. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) plan | 46,752 |
Reported balance
Holding disclosure · report date 2009-03-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 46,752 F3: Between May 29, 2008 and March 25, 2009, the reporting person acquired 1,812 shares of Chevron Common Stock under the Chevron Employee Savings Investment Plan, a 401(k) plan. |
| Common StockSEC Table I · non-derivative | Indirectby GRAT | 3,312 |
Reported balance
Holding disclosure · report date 2009-03-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,312 |
| Common StockSEC Table I · non-derivative | Indirectby Spouse GRAT | 3,312 |
Reported balance
Holding disclosure · report date 2009-03-25 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,312 |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents stock units to be paid in shares of Chevron Common Stock (one share for each stock unit) within 60 days following November 1, 2010. The stock units earn dividend equivalents in the form of additional stock units based on the closing stock price of Chevron Common Stock on the dividend payment date.
F2: This number includes 1) a transfer of 7,576 shares made on August 27, 2008 under the grantor retained annuity trust (GRAT) and grantor retained annuity trust by spouse (Spouse GRAT) and 2) dividend equivalent accruals (608 shares) from awards granted under the Chevron Long-Term Incentive Plan.
F3: Between May 29, 2008 and March 25, 2009, the reporting person acquired 1,812 shares of Chevron Common Stock under the Chevron Employee Savings Investment Plan, a 401(k) plan.
JACOBS SOLUTIONS INC.
Report date November 24, 2025 · Filed November 26, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,000 |
Reported balance
After 2025-11-24 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-11-24 · Purchase · Acquired 1,000 · Balance 1,000 F1: Shares held in family trust. |
| Common StockSEC Table I · non-derivative | Direct | 68,960 |
Reported balance
Holding disclosure · report date 2025-11-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 68,960 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held in family trust.
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 |
|---|---|---|---|---|---|---|
| May 03, 2006 Filed May 5, 2006 19:35 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 300 | $61.56 | $18,468.00 |
DisclosureSEC source: 0001127602-06-001093 · form4.xml · nonDerivative · entry 8 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,973 Read SEC document |
| May 03, 2006 Filed May 5, 2006 19:35 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 100 | $61.57 | $6,157.00 |
DisclosureSEC source: 0001127602-06-001093 · form4.xml · nonDerivative · entry 7 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,273 Read SEC document |
| May 03, 2006 Filed May 5, 2006 19:35 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 10,000 | $61.58 | $615,800.00 |
DisclosureSEC source: 0001127602-06-001093 · form4.xml · nonDerivative · entry 6 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,373 Read SEC document |
| May 03, 2006 Filed May 5, 2006 19:35 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 5,300 | $61.59 | $326,427.00 |
DisclosureSEC source: 0001127602-06-001093 · form4.xml · nonDerivative · entry 5 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,373 Read SEC document |
| May 03, 2006 Filed May 5, 2006 19:35 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 10,200 | $61.60 | $628,320.00 |
DisclosureSEC source: 0001127602-06-001093 · form4.xml · nonDerivative · entry 4 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,673 Read SEC document |
| May 03, 2006 Filed May 5, 2006 19:35 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 900 | $61.61 | $55,449.00 |
DisclosureSEC source: 0001127602-06-001093 · form4.xml · nonDerivative · entry 3 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,873 Read SEC document |
| May 03, 2006 Filed May 5, 2006 19:35 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 3,200 | $61.62 | $197,184.00 |
DisclosureSEC source: 0001127602-06-001093 · form4.xml · nonDerivative · entry 2 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,773 Read SEC document |
| May 03, 2006 Filed May 5, 2006 19:35 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 70,000 | $40.47 | $2,832,816.00 |
DisclosureSEC source: 0001127602-06-001093 · form4.xml · nonDerivative · entry 1 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,973 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 532 shares acquired from dividend equivalent accruals under the Chevron Long-Term Incentive Plan. Read SEC document |
| March 23, 2006 Filed Mar 27, 2006 21:57 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 170,000 | $0.00 Strike: $56.63 | $0.00 |
DisclosureSEC source: 0001127602-06-000612 · form4.xml · derivative · entry 1 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,000 Underlying: Common Stock · 170,000 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 |
| November 03, 2005 Filed Nov 4, 2005 23:05 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 17,800 | Not disclosed Strike: $33.13 | Not disclosed |
DisclosureSEC source: 0001127602-05-001938 · form4.xml · derivative · entry 4 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,800 shares Expires 2006-10-30 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 · derivative.exercise_price: The option exercise price and number of shares are adjusted for the September 10, 2004, 2-for-1 stock split of Chevron Corporation Common Stock. F3 · shares: The option exercise price and number of shares are adjusted for the September 10, 2004, 2-for-1 stock split of Chevron Corporation Common Stock. F4 · price: This transaction is an exercise of a Non-Qualified Stock Option and the conversion price is reported in Column 2. F3 · derivative.underlying_shares: The option exercise price and number of shares are adjusted for the September 10, 2004, 2-for-1 stock split of Chevron Corporation Common Stock. Read SEC document |
| November 03, 2005 Filed Nov 4, 2005 23:05 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 17,800 | $58.79 | $1,046,462.00 |
DisclosureSEC source: 0001127602-05-001938 · form4.xml · nonDerivative · entry 2 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,441 Read SEC document |
| November 03, 2005 Filed Nov 4, 2005 23:05 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 17,800 | $33.13 | $589,625.00 |
DisclosureSEC source: 0001127602-05-001938 · form4.xml · nonDerivative · entry 1 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,241 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 25,390 shares received from both the September 10, 2004, 2-for-1 stock split of Chevron Corporation Common Stock and dividend equivalent accruals under the Chevron Long-Term Incentive Plan. Read SEC document |
| June 29, 2005 Filed Jun 29, 2005 22:16 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 180,000 | $0.00 Strike: $56.76 | $0.00 |
DisclosureSEC source: 0001127602-05-001371 · form4.xml · derivative · entry 1 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 Underlying: Common Stock · 180,000 shares Expires 2015-06-29 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 |
| August 26, 2004 Filed Aug 30, 2004 16:09 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 17,200 | Not disclosed Strike: $48.38 | Not disclosed |
DisclosureSEC source: 0000093410-04-000079 · edgar.xml · derivative · entry 4 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,200 shares Expires 2005-06-28 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. F2 · price: This transaction is an exercise of an Employee Stock Option and the conversion price is reported in column 2. Read SEC document |
| August 26, 2004 Filed Aug 30, 2004 16:09 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 17,200 | $94.51 | $1,625,572.00 |
DisclosureSEC source: 0000093410-04-000079 · edgar.xml · nonDerivative · entry 2 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,051 Read SEC document |
| August 26, 2004 Filed Aug 30, 2004 16:09 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 17,200 | $48.38 | $832,050.00 |
DisclosureSEC source: 0000093410-04-000079 · edgar.xml · nonDerivative · entry 1 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,251 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 |
| June 30, 2004 Filed Jul 1, 2004 21:15 UTC | CHEVRON CORP CVX · Entity 2804 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $94.11 | $0.00 |
DisclosureSEC source: 0000093410-04-000060 · edgar.xml · derivative · entry 1 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 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 |
| February 18, 2004 Filed Feb 19, 2004 23:36 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,100 | Not disclosed Strike: $42.38 | Not disclosed |
DisclosureSEC source: 0000093410-04-000004 · edgar.xml · derivative · entry 4 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,100 shares Expires 2004-06-29 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. F2 · price: This transaction is an exercise of an Employee Stock Option and the conversion price is reported in Column 2. Read SEC document |
| February 18, 2004 Filed Feb 19, 2004 23:36 UTC | CHEVRON CORP CVX · Entity 2804 | SaleCommon Stock | 11,000 | $86.52 | $951,756.30 |
DisclosureSEC source: 0000093410-04-000004 · edgar.xml · nonDerivative · entry 2 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,051 Read SEC document |
| February 18, 2004 Filed Feb 19, 2004 23:36 UTC | CHEVRON CORP CVX · Entity 2804 | Exercise / conversionCommon Stock | 15,100 | $42.38 | $639,862.50 |
DisclosureSEC source: 0000093410-04-000004 · edgar.xml · nonDerivative · entry 1 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,051 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 |
| January 28, 2004 Filed Mar 8, 2004 17:15 UTC | CHEVRON CORP CVX · Entity 2804 | Disposition to issuerLTIP Performance Shares · Derivative | 7,000 | $81.38 Strike: $0.00 | $569,660.00 |
DisclosureSEC source: 0000093410-04-000019 · edgar.xml · derivative · entry 1 ROBERTSON PETER J · CIK 0001020290 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,500 Underlying: Common Stock · 7,000 shares Expires not disclosed F1 · derivative.exercise_date: Settlement of Performance Shares granted under the ChevronTexaco Corporation Long-Term Incentive Plan following the conclusion of a three-year Performance Period. F1 · derivative.expiration_date: Settlement of Performance Shares granted under the ChevronTexaco Corporation Long-Term Incentive Plan following the conclusion of a three-year Performance Period. 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.