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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: Texas HQ: Houston, TX

Chevron Corporation Retirement Plan Trust

$11.9B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($701.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Private Credit, Venture Capital, Infrastructure (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
20
5 Open Source Trails Below
Sum of Disclosed Rows
$701.6M
Total AUM: $11.9B
Median Disclosed Amount
$37.2M
Range: $20.0M – $50.4M
Disclosed Fund Multiples
14.1% Mean IRR (n=13) · 1.54x Mean TVPI (n=13)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Chevron Corporation Retirement Plan Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Disclosed Amount Disclosed Performance Primary Source Trail
Invesco Strategic Opportunities III, LP Buyout 2025
$41.6M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Hidden Harbor III Buyout 2025
$37.2M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
BentallGreenOak US Cold Storage, LP Private Equity 2025
$25.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Antares Capital Credit Fund VI Private Credit 2024
$41.6M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
Crescent Capital Credit Solutions Fund X Private Credit 2024
$37.2M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing

Forward-Looking Searches, Pacing Plans & Governance Updates — Chevron Corporation Retirement Plan Trust

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Chevron Corporation Retirement Plan Trust (Corporate Pension Plan, $11.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 11.5% vs. 11.5% Actual; $100.0M Unallocated Target Bandwidth). DOL Form 5500 Master Trust & SEC Form 10-K Note (CIK 0000093410, $11.9B plan assets): Active LDI private credit (12.0% target), core/mid-market buyout (11.5% target), infrastructure, and PE secondaries pacing ($15M-$75M checks). Gatekeeper / Intake Conduit: Callan.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Chevron Corporation Retirement Plan Trust

439 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chevron Corporation Retirement Plan Trust (19 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 8 Shared Vehicles

Hamilton Lane Fund-of-Funds & Horizon Platform

Fund of Funds / Seeder Conshohocken, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Invesco Strategic Opportunities III, LP (2025 Vintage)
Chevron Corporation Retirement Plan Trust: $41.6M · SEC EDGAR Filing
Hamilton Lane Fund-of-Funds & Horizon Platform: $2.21B · SEC Form ADV 7.B

Additional shared vehicles: OCM Power Opportunities Fund III, LP (2023 Vintage) · OMERS Ventures Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Gallatin Valley Aroostook Northrop University Foundation & Endowment Pool

University Endowment Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
OCM Power Opportunities Fund III, LP (2023 Vintage)
Chevron Corporation Retirement Plan Trust: $36.5M · SEC EDGAR Filing
Gallatin Valley Aroostook Northrop University Foundation & Endowment Pool: $19.0M · IRS Form 990 Sched D

Additional shared vehicles: OMERS Ventures Fund IV (2022 Vintage) · Oak HC/FT Partners V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Cowlitz Chelan Sterling Mutual & Casualty Insurance General Account

Insurance Company Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
OMERS Ventures Fund IV (2022 Vintage)
Chevron Corporation Retirement Plan Trust: $41.8M · SEC EDGAR Filing
Cowlitz Chelan Sterling Mutual & Casualty Insurance General Account: $95.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: OCM Power Opportunities Fund III, LP (2023 Vintage) · Oak HC/FT Partners V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+436 Additional Institutional LPs Report Shared Vehicles with Chevron Corporation Retirement Plan Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Chevron Corporation Retirement Plan Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Chevron Corporation Retirement Plan Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (439 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Chevron Corporation Retirement Plan Trust

Buyout LPs →Private Equity LPs →Private Credit LPs →Venture Capital LPs →Infrastructure LPs →

Frequently Asked Questions: Chevron Corporation Retirement Plan Trust

What type of institutional allocator is Chevron Corporation Retirement Plan Trust and what is their typical disclosed ticket size?

Chevron Corporation Retirement Plan Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Texas; Headquarters: Houston, TX). Across 20 historical disclosure records tracked on Prilago ($701.6M total parsed USD across disclosed rows), the median disclosed amount is $37.2M (range: $20.0M to $50.4M).

Which private-market strategies appear in Chevron Corporation Retirement Plan Trust's public disclosures?

Chevron Corporation Retirement Plan Trust has disclosed records across Buyout, Private Equity, Private Credit, Venture Capital, Infrastructure. Open preview records include Invesco Strategic Opportunities III, LP (2025 Vintage), Hidden Harbor III (2025 Vintage), BentallGreenOak US Cold Storage, LP (2025 Vintage), Antares Capital Credit Fund VI (2024 Vintage).

How are Chevron Corporation Retirement Plan Trust's historical records substantiated and separated from active searches on Prilago?

Records for Chevron Corporation Retirement Plan Trust cite primary public disclosures (SEC EDGAR Filing), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Chevron Corporation Retirement Plan Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chevron-corporation-retirement-plan-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Chevron Corporation Retirement Plan Trust?

In Prilago's bilateral commitment graph, Chevron Corporation Retirement Plan Trust shares resolved underlying fund vehicles with 439 institutional LPs across 19 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Hamilton Lane Fund-of-Funds & Horizon Platform (8 shared vehicles, e.g. Invesco Strategic Opportunities III, LP (2025 Vintage)), Gallatin Valley Aroostook Northrop University Foundation & Endowment Pool (8 shared vehicles, e.g. OCM Power Opportunities Fund III, LP (2023 Vintage)), Cowlitz Chelan Sterling Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. OMERS Ventures Fund IV (2022 Vintage)).

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