Tim PAPA signed Chevron Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chevron Corporation's EIN is 94-0890210.
Download the official 2024 Form 5500 (PDF) for Chevron Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chevron Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, an ESOP, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$212K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $2.9M |
| — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | INVESTMENT ADVISOR | $67K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | CONSULTANT | $42K | — |
| CAPFINANCIAL PARTNERS | 26-0058143 | — | CONSULTANT | $15K | — |
| INFORMA INVESTMENTS SOLUTIONS | 04-2705709 | — | CONSULTANT | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | ACCOUNTANT/AUDITOR | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEYFARTH SHAW LLP | 36-2152202 | — | LEGAL | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHEVRON CORPORATION | 94-0890210 | — | PLAN SPONSOR | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BTC EQUITY INDEX C BLACKROCK INST. TRUST COMPANY, N.A. · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $6.8B | 33.5% | |
| * Chevron Corporation Common Stock 33,193,767 ^ | Common Stocks | — | — | $4.8B | 23.6% | |
| BTC EXTENDED MKTS M BLACKROCK INST. TRUST COMPANY, N. A · EIN 86-1965666 / PN 001 | Common Collective Trust | — | — | $1.5B | 7.4% | |
| BlackRock Extended Equity Market Fund M 140,269,507 ^ | Other securities | — | — | $1.5B | 7.4% | |
| BTC GOV SH TM INV C BLACKROCK INST. TRUST COMPANY, N.A. · EIN 90-0815478 / PN 001 | Common Collective Trust | — | — | $989.7M | 4.9% | |
| BlackRock Government Short-Term Invstmnt Acct C 989,689,284 ^ | Other securities | — | — | $989.7M | 4.9% | |
| BTC MSCI ACWI EXUS C BLACKROCK INST. TRUST COMPANY, N.A. · EIN 83-0377925 / PN 001 | Common Collective Trust | — | — | $941.5M | 4.6% | |
| FIDELITY BROKERAGELINK ^ | Mutual Funds | — | — | $583.8M | 2.9% | |
| BlackRock LifePath Index Retirement Account C 46,174,914 ^ | Other securities | — | — | $528.7M | 2.6% | |
| BTC LIFEPATH RET C BLACKROCK INST. TRUST COMPANY, N.A. · EIN 71-0986421 / PN 001 | Common Collective Trust | — | — | $528.7M | 2.6% | |
| BTC US DEBT INDEX C BLACKROCK INST. TRUST COMPANY, N.A. · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $480.7M | 2.4% | |
| BTC LIFEPATH 2045 C BLACKROCK INST. TRUST COMPANY, N.A. · EIN 20-5115008 / PN 001 | Common Collective Trust | — | — | $397.9M | 2.0% | |
| BTC LIFEPATH 2035 C BLACKROCK INST. TRUST COMPANY, N.A. · EIN 20-5114956 / PN 001 | Common Collective Trust | — | — | $381.5M | 1.9% | |
| BTC LIFEPATH 2040 C BLACKROCK INST. TRUST COMPANY, N.A. · EIN 71-0986419 / PN 001 | Common Collective Trust | — | — | $367.3M | 1.8% | |
| BTC LIFEPATH 2030 C BLACKROCK INST. TRUST COMPANY, N.A. · EIN 71-0986424 / PN 001 | Common Collective Trust | — | — | $356.2M | 1.7% | |
| BTC LIFEPATH 2050 C BLACKROCK INST. TRUST COMPANY, N.A. · EIN 26-0896020 / PN 001 | Common Collective Trust | — | — | $335.1M | 1.6% | |
| Capital Group EuropPacific Growth Trust 25,139,106 ^ | Common Stocks | — | — | $325.8M | 1.6% | |
| CG EUROPAC GRTH U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $325.8M | 1.6% | |
| BTC LIFEPATH 2055 C BLACKROCK INST. TRUST COMPANY, N.A. · EIN 27-2470604 / PN 001 | Common Collective Trust | — | — | $217.2M | 1.1% | |
| Principal Diversified Real Asset Fund 9,897,166 ^ | Other securities | — | — | $140.2M | 0.7% | |
| PIF DVRSD REAL AST 3 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $140.2M | 0.7% | |
| BTC LIFEPATH 2060 C BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1878775 / PN 001 | Common Collective Trust | — | — | $113.8M | 0.6% | |
| EARNEST SMID CP CORE SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $57.9M | 0.3% | |
| BTC LIFEPATH 2065 C BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1770109 / PN 001 | Common Collective Trust | — | — | $53.3M | 0.3% | |
| FHLG 30YR 4% 09/01/2052#SD8244 34,028,800 ^ | Bonds / Notes | — | — | $31.1M | 0.2% | |
| American General Life Insurance Co. 6.13% 24,417,659 ^ | Bonds / Notes | — | — | $24.4M | 0.1% | |
| FHLG 30YR 3.5% 06/52#SD8221 27,316,939 ^ | Bonds / Notes | — | — | $24.2M | 0.1% | |
| New York Life Insurance Co. 6.14% 23,310,915 ^ | Bonds / Notes | — | — | $23.3M | 0.1% | |
| Pacific Life Insurance Co. 5.65% 19,749,390 ^ | Bonds / Notes | — | — | $19.7M | <0.1% | |
| Prudential Insurance Co. 5.65% 19,746,622 ^ | Bonds / Notes | — | — | $19.7M | <0.1% | |
| FNMA 30YR 4% 09/01/2052#MA4732 21,499,015 ^ | Agency / Mortgage-Backed | — | — | $19.7M | <0.1% | |
| UNITED STATES TREASURY BOND 4.125% 08/15/2053 20,838,000 ^ | U.S. Treasuries | — | — | $18.6M | <0.1% | |
| UST NOTES 3.875% 08/15/2034 17,886,000 ^ | Bonds / Notes | — | — | $16.9M | <0.1% | |
| UNITED STATES TREASURY BOND 4.625% 11/15/2044 14,673,000 ^ | U.S. Treasuries | — | — | $14.2M | <0.1% | |
| UNITED STATES TREASURY BOND 4.25% 02/15/2054 15,504,000 ^ | U.S. Treasuries | — | — | $14.1M | <0.1% | |
| UNITED STATES TREASURY BOND 4.5% 11/15/2054 11,950,000 ^ | U.S. Treasuries | — | — | $11.4M | <0.1% | |
| Lincoln National Life Insurance Co. 5.87% 10,914,452 ^ | Bonds / Notes | — | — | $10.9M | <0.1% | |
| Principal Life Insurance Co. 5.86% 10,877,177 ^ | Bonds / Notes | — | — | $10.9M | <0.1% | |
| Minnesota Life Insurance Co. 5.60% 10,854,081 ^ | Bonds / Notes | — | — | $10.9M | <0.1% | |
| UNITED STATES TREASURY BOND 4.5% 02/15/2044 11,247,000 ^ | U.S. Treasuries | — | — | $10.7M | <0.1% | |
| FHLG 30YR 3.5% 05/01/2052#SD8214 11,301,554 ^ | Bonds / Notes | — | — | $10.0M | <0.1% | |
| NAVIENT STUDENT LOAN TRUST 2017-2 SOFR30A+116.448 9,818,390 ^ | Other securities | — | — | $9.9M | <0.1% | |
| FHLG 30YR 4% 07/01/2052#SD8227 10,755,600 ^ | Bonds / Notes | — | — | $9.8M | <0.1% | |
| Cash & Cash Equivalents State Street Bank & Trust Co Short Term Investment Fund 9,595,564 ^ | Cash / Money Market | — | — | $9.6M | <0.1% | |
| FHLG 30YR 2.5% 11/01/2051#RA6337 11,392,809 ^ | Bonds / Notes | — | — | $9.4M | <0.1% | |
| FHLG 30YR 3% 04/01/2052#SD1000 10,904,003 ^ | Bonds / Notes | — | — | $9.4M | <0.1% | |
| Unsettled Sales & Purchases | Other securities | — | — | $9.3M | <0.1% | |
| FNMA 30YR 2.5% 11/01/2051#FM9719 10,313,818 ^ | Agency / Mortgage-Backed | — | — | $8.5M | <0.1% | |
| FHLG 30YR 3.5% 07/01/2052#RA7656 9,094,227 ^ | Bonds / Notes | — | — | $8.1M | <0.1% | |
| FNMA 30YR 2% 07/51#MA4378 10,024,729 ^ | Agency / Mortgage-Backed | — | — | $7.8M | <0.1% |
