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$CVX:NYSE · CHEVRON CORPORATION

Sector: energywar

Conviction from: S&PCitrini

Chevron is an integrated energy company engaged in oil and natural-gas exploration and production, refining, marketing, chemicals, and lower-carbon energy.

5 tracked filer(s) hold this · 2 opened, 0 added, 2 trimmed in 31-MAR-2026

Aggregate 13FScore 56 — mean of 5 scored holder(s) · buyers (new/add) avg 54. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
59 North Capital Management, LP (auto-surfaced)52New buy1,022,484$211,551,9406.3%
Bridgewater55New buy2,827$584,9060.0%
Bill Nygren / Oakmark (Harris Associates)68Holds (flat)1,350$279,3150.0%
Warren Buffett / Berkshire Hathaway62Trimmed -35%84,375,856$17,457,364,6066.6%
Ancora42Trimmed -5%244,451$50,576,9741.1%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

14 disclosed trade(s) by 8 filer(s).

Trade dateWhoTypeAmount
2026-06-15David J. Taylor OH02BUY$1,001 - $15,000PTR
2026-03-27Alan Armstrong senateSELL$1,001 - $15,000PTR
2026-03-12David J. Taylor OH02SELL$1,001 - $15,000PTR
2026-03-11David J. Taylor OH02SELL$1,001 - $15,000PTR
2026-02-26David J. Taylor OH02SELL$1,001 - $15,000PTR
2026-02-10Gilbert Cisneros CA31BUY$15,001 - $50,000PTR
2026-01-09Gilbert Cisneros CA31SELL$1,001 - $15,000PTR
2026-01-09Gilbert Cisneros CA31SELL$15,001 - $50,000PTR
2025-12-29Markwayne Mullin senateBUY$15,001 - $50,000PTR
2025-12-24Gilbert Cisneros CA31SELL$1,001 - $15,000PTR
2025-12-22Roger Williams TX25SELL$15,001 - $50,000PTR
2025-12-18Julie Johnson TX32SELL$1,001 - $15,000PTR
2025-02-07Tim Walberg MI05BUY$15,001 - $50,000PTR
2024-10-23Julia Letlow LA05BUY$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

18 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentSELL$50,001 - $100,000PTR
2026-07-01Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-07-01Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-07-01Trump, Donald J PresidentSELL$15,001 - $50,000PTR
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-07-01Trump, Donald J PresidentSELL$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,004 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,004 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,004 - $45,000PTR

Serenity (@aleabitoreddit) full tracker →

Watching · 6 mention(s), 0 personal-position post(s) · first 2026-02-20 · last 2026-04-24

“Just putting out there... Would have been +15.02% in 2W equal-weighted return. On 30 different stocks... mostly medium-large cap. 1. $INTC +29.62% 2. $MRVL +40.95% 3. $TSM +4.72% 4. $COHR +18.9% 5. $RKLB +26.76% 6. $DRAM +12.29% 7. $AVGO +18.32% 8. $AMZN +9.17% 9. $ARM +36.6% 10. $TSEM -1.25% 11. $IBIT +7.68% 12. $NBIS +15.22% 13. $GOOGL +6.41% 14. $AMKR +32.25% 15. $HOOD +19.14% 16. $CRCL +17…” post →

All 6 tweet(s) mentioning this ticker
DateTweet
2026-04-24Just putting out there... Would have been +15.02% in 2W equal-weighted return. On 30 different stocks... mostly medium-large cap. 1. $INTC +29.62% 2. $MRVL +40.95% 3. $TSM +4.72% 4. $COHR +18.9% 5. $RKLB +26.76% 6. $DRAM +12.29% 7. $AVGO +18.32% 8. $AMZN +9.17% 9. $ARM +36.6% 10. $TSEM -1.25% 11… → · 1643 likes · 317,745 views
2026-03-26Holy sht… $SPY index down close to -5% YTD. Pershing Square NAV down almost -20% YTD. One of the worst starts to the year for the broader market. On the bright side? $CVX and $LMT, Oil and War executives and companies that bring positivity and joy to the common people are happy. And… If yo… → · 401 likes · 72,142 views
2026-02-21Year to Date: 316.4% From January 2026 into February 2026. Reflection of my short term trades and longs: > Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year > Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up > Bought into defense like $LPTH, $OSS… → · 1922 likes · 475,173 views
2026-02-20@Sandeman52 Thanks! Biggest concentration in memory, photonics, and semi bottlenecks right now. Tons of random Japanese and Korean supply chain names like Nittobo and SK Hynix. Shifting a lot of my fintech positions into power like $XLU leaps + holding some $CVX leaps. → · 51 likes · 7,525 views
2026-02-20I don't do your hold for dear life strategy with a few individual stocks and hedge along the way. I personally hedge by shifting portfolio concentration by doing sector rotation. For example Iran/US tensions $CVX / $XLE and likely defense goes up, trim other weightings. These are natural hedges … → · 40 likes · 5,431 views
2026-02-20You do realize all the Venezuelan names like $CVX or Gold Reserves held all their gains and are still going up right? Try and name one illiquid "low cap" Asian name I've bought. None of them from Nitto Boseki, Samsung/SK hynix, Nayna, Unimicron fit that description. Extremely dishonest framing. → · 5 likes · 1,790 views

Citrini Research coverage report library →

ReportDateStance
#98 — Macro Memo: Summer Blues2025-06-17LONG

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.