Berkshire Hathaway boosts Chevron position, cuts HP and Apple stakes

Warren Buffett’s Berkshire Hathaway disclosed in an SEC filing its holdings as of December 31, 2023. Berkshire exited four positions during the fourth quarter, including by size of previous position, DR Horton (DHI), Markel Group (MKL), StoneCo (STNE), and Globe Life (GL). Berkshire increased its stake in three holdings, including by size of previous position, Chevron (CVX), SiriusXM (SIRI), and Occidental (OXY), . Berkshire reduced its stake in three holdings, including by size of previous position, HP (HPQ), Paramount Global (PARA), and Apple (AAPL). Berkshire’s top holdings as of December 31, in order of size, were Apple, Bank of America (BAC), American Express (AXP), Coca-Cola (KO), and Chevron.