Buffett’s $10.0B Alphabet Add — and the Chevron Cut Behind It
This is an AI analysis of an interesting pattern in QuantyFight data derived from SEC 13F holdings: Berkshire Hathaway posted the largest dollar position increase in the latest hedge-movement leaderboard — a roughly $10.01B add in Alphabet Class A (GOOGL) — while the same book shows an ~$2.38B cut in Chevron (CVX).
What changed in Berkshire’s Alphabet line
Berkshire Hathaway Inc (CIK 1067983) tops QuantyFight’s hedge movement dollar-increase leaderboard for Q1 2026 versus Q4 2025. The GOOGL line moved from 17,846,142 shares to 54,249,798 shares — a delta of +36,403,656 shares. On QuantyFight, that share increase is valued at roughly +$10.01 billion (dollar move +$10,014,229,467).
The add lifts GOOGL to about $15.60B — 5.93% of Berkshire’s disclosed long book (~$263.1B) on QuantyFight
(accession 0001193125-26-226661, period of report 2026-03-31) —
making Alphabet Class A the seventh-largest named holding after AAPL, AXP, KO, BAC, CVX, and OXY.
Berkshire × GOOGL — QuantyFight position change
Source: QuantyFight · Hedge movement · Berkshire / GOOGL · Q1 2026 vs Q4 2025
The Chevron cut sitting next to the GOOGL add
On the same QuantyFight dollar-decrease leaderboard, Berkshire’s CVX reduction is among the top 13F Q1 dollar losers: about −$2.38B (−45,780,506 shares; 130,156,362 → 84,375,856), a −0.90% disclosed-AUM impact. Berkshire still reports a large Chevron line (~$17.46B / 6.64% of book after the trim), so this is a sizeable downshift — not a full exit.
Same manager, opposite moves — GOOGL add vs CVX cut
| Ticker | $ move | Δ shares | AUM % impact | Role |
|---|---|---|---|---|
| GOOGL | +$10.01B | +36,403,656 | +3.81% | Top dollar increase |
| CVX | −$2.38B | −45,780,506 | −0.90% | Among top 13F Q1 dollar losers |
Source: QuantyFight dollar-movers / dollar-losers · hedge-movement
Berkshire’s disclosed book after the pivot
The Berkshire holdings view on QuantyFight for Q1 2026 (accession 0001193125-26-226661, period of report 2026-03-31) lists reportable long positions totaling about
$263.1 billion in disclosed long value (table_value_total $263,095,703,570 — SEC 13F longs only).
Berkshire disclosed long allocation (Q1 2026)
| # | Ticker | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | AAPL | $57.84B | 21.99% | 227,917,808 |
| 2 | AXP | $45.86B | 17.43% | 151,610,700 |
| 3 | KO | $30.42B | 11.56% | 400,000,000 |
| 4 | BAC | $25.04B | 9.52% | 513,624,165 |
| 5 | CVX | $17.46B | 6.64% | 84,375,856 |
| 6 | OXY | $17.22B | 6.55% | 264,941,431 |
| 7 | GOOGL | $15.60B | 5.93% | 54,249,798 |
| 8 | CB | $11.16B | 4.24% | — |
| 9 | MCO | $10.76B | 4.09% | — |
| 10 | KHC | $7.32B | 2.78% | — |
Source: quantyfight.com/funds/1067983 · Q1 2026 holdings · accession 0001193125-26-226661 · period of report 2026-03-31 · filed values from QuantyFight’s 13F-derived book (ultimate source: SEC Form 13F data sets)
Where Berkshire sits among GOOGL holders
Absolute GOOGL ownership is still dominated by large allocators. On quantyfight.com/stocks/GOOGL, Berkshire’s ~$15.60B / 54.25M-share line sits well behind the top absolute holders — BlackRock, FMR, State Street, Geode, and Morgan Stanley — and may not crack the top 10 by absolute filed value — yet GOOGL is a much larger percentage of Berkshire’s own disclosed book (5.93%) than of those giants’ books.
Top disclosed GOOGL holders (Q1 2026 snapshot)
| # | Manager | Value | Shares | % of manager book |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $128.5B | — | — |
| 2 | FMR LLC | $68.0B | — | — |
| 3 | State Street Corp | $65.1B | — | — |
| 4 | Geode Capital | $43.5B | — | — |
| 5 | Morgan Stanley | $34.8B | — | — |
| — | Berkshire Hathaway | $15.60B | 54,249,798 | 5.93% |
Source: quantyfight.com/stocks/GOOGL
How to explore this on QuantyFight
- Open Hedge movement and locate Berkshire / GOOGL at the top of dollar increases and Berkshire / CVX at the top of dollar decreases.
- Click Berkshire’s fund page for the full holdings table and concentration.
- Open GOOGL to compare Berkshire with BlackRock, FMR, State Street, and other holders.
- Use Sectors and Ask for broader Technology / Energy context on the same catalog.