Stake Increases:
Chevron Corp (CVX): CVX is a large (top five) 5.41% of the portfolio position purchased in Q3 2020 at prices between ~$72 and ~$91. Q1 2021 saw a ~50% selling at prices between ~$85 and ~$112 while in Q3 2021 there was a ~25% stake increase at prices between ~$94 and ~$106. That was followed with another one-third increase next quarter at prices between ~$102 and ~$119. Q1 2022 saw a whopping ~315% stake increase at prices between ~$119 and ~$171. The last three quarters saw a one-third selling at prices between ~$150 and ~$188. There was a ~14% stake increase this quarter at prices between ~$142 and ~$169. The stock currently trades at ~$151.

Note 1: Berkshire has a ~6.2% ownership stake in the business.

Note 2: Berkshire likely avoided disclosing these stakes in the Q3 2020 13F filing by making use of the “section 13(f) Confidential Treatment Requests”. An amendment filed later disclosed the activity.

Berkshire Hathaway FAQ

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