Thus, New England Asset Management is WarrenBuffett's "secret" portfolio. Because NEAM is managing $642 million in assets, it's well past the threshold of needing to file a quarterly 13F.
WarrenBuffett once said ... $17.4 million with its stake in Chevron accounting for 5.9% of the total portfolio. Buffett first initiated a position in Chevron in late 2020.