JBH Investment Trust plans major Chevron (CVX) stock sale after prior large disposals

Rhea-AI Filing Summary

JBH Investment Trust, associated with Chevron Corporation, plans to sell 100,000 shares of Chevron common stock through J.P. Morgan Securities LLC on or after August 3, 2026 on the NYSE. The shares trace back to a 1999 bequest from the Estate of Leon Hess via a trust distribution.

In the prior three months, JBH Investment Trust reported sales of 195,000 shares of common stock on May 6, 2026 for $36,031,520 and 380,000 shares on May 20, 2026 for $73,414,767.

Key Figures

Planned shares to be sold: 100,000 shares Shares sold May 6, 2026: 195,000 shares Proceeds May 6, 2026: $36,031,520 +2 more

5 metrics

Planned shares to be sold 100,000 shares Common stock planned sale on or after August 3, 2026

Shares sold May 6, 2026 195,000 shares Common stock sale by JBH Investment Trust

Proceeds May 6, 2026 $36,031,520 Value of 195,000 shares sold

Shares sold May 20, 2026 380,000 shares Common stock sale by JBH Investment Trust

Proceeds May 20, 2026 $73,414,767 Value of 380,000 shares sold

Key Terms

Distribution from Trust, Bequest, Investment Trust, Common Stock

4 terms

Distribution from Trust financial

"Common Stock | 06/15/1999 | Distribution from Trust | Bequest"

Bequest financial

"Distribution from Trust | Bequest by the Estate of Leon Hess"

Investment Trust financial

"JBH Investment Trust C/o Chevron Corporation 1400 Smith Street"

Common Stock financial

"Common Stock | J.P. Morgan Securities LLC 270 Park Avenue"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

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Available on EDGAR 08/03/2026 - 07:01 PM Accepted by SEC EDGAR 08/03/2026 - 07:00 PM Learn about SEC filing dates

FAQ

What stock sale is JBH Investment Trust planning for Chevron (CVX)?

JBH Investment Trust plans to sell 100,000 shares of Chevron common stock through J.P. Morgan Securities LLC on or after August 3, 2026 on the NYSE, according to the disclosed planned transaction.

How many Chevron (CVX) shares did JBH Investment Trust sell in May 2026?

JBH Investment Trust reported selling 195,000 shares on May 6, 2026 and 380,000 shares on May 20, 2026, for total disclosed proceeds of $36,031,520 and $73,414,767, respectively.

What is the origin of the Chevron (CVX) shares being sold by JBH Investment Trust?

The shares were acquired via a distribution from a trust, stemming from a bequest by the Estate of Leon Hess, which initially acquired the shares on May 7, 1999, with a trust distribution dated June 15, 1999.

Which broker will handle JBH Investment Trust’s planned Chevron (CVX) share sale?

The planned sale of 100,000 Chevron common shares will be handled by J.P. Morgan Securities LLC, located at 270 Park Avenue, 10th Floor, New York, NY 10017, as the selling broker for the transaction.

On which exchange will JBH Investment Trust’s Chevron (CVX) shares be sold?

The 100,000 Chevron common shares covered by the planned transaction are listed for sale on the NYSE, consistent with Chevron’s common stock trading venue as indicated in the disclosure.

What dollar amounts were received from JBH Investment Trust’s recent Chevron (CVX) sales?

JBH Investment Trust received $36,031,520 from selling 195,000 shares on May 6, 2026, and $73,414,767 from selling 380,000 shares on May 20, 2026, based on the reported transaction values.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common Stock	J.P. Morgan Securities LLC 270 Park Avenue, 10th Floor New York NY 10017	100000	19683000	1991597732	08/03/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common Stock	06/15/1999	Distribution from Trust	Bequest by the Estate of Leon Hess which acquired the shares on May 7, 1999			100000	08/03/2026	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
JBH Investment Trust C/o Chevron Corporation 1400 Smith Street Houston TX 77002	Common Stock	05/06/2026	195000	36031520
JBH Investment Trust C/o Chevron Corporation 1400 Smith Street Houston TX 77002	Common Stock	05/20/2026	380000	73414767

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)