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Chevron
CVX

Overview Fund Activity

2,311 hedge funds and large institutions have $89.3B invested in Chevron in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 942 increasing their positions, 1,102 reducing their positions, and 360 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,311
Holders Change
-273
Holders Change %
-10.57%
% of All Funds
51.05%
Holding in Top 10
55
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-49.54%
% of All Funds
1.21%
New
125
Increased
942
Reduced
1,102
Closed
360
Calls
$1.22B
Puts
$1.1B
Net Calls
+$112M
Net Calls Change
+$17.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$450M
2
BlackRock
BlackRock
New York
+$450M
3
Franklin Resources
Franklin Resources
California
+$358M
4
Charles Schwab
Charles Schwab
California
+$324M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$317M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.15B
2
CSIA
Charles Schwab Investment Advisory
California
-$468M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$315M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$303M
5
Lazard Asset Management
Lazard Asset Management
New York
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
2476
GeoWealth Management
Illinois
– -$397K -3,292 Closed
ACM
2477
Armbruster Capital Management
New York
– -$395K -3,274 Closed
AF
2478
Affiance Financial
Minnesota
– -$383K -3,179 Closed
QT
2479
Quantbot Technologies
New York
– -$382K -3,178 Closed
SIM
2480
Sterling Investment Management
Arizona
– -$381K -3,163 Closed
SFG
2481
SNS Financial Group
Minnesota
– -$379K -3,151 Closed
CP
2482
Camelot Portfolios
Ohio
– -$378K -3,136 Closed
MAP
2483
Milestone Advisory Partners
North Carolina
– -$377K -3,131 Closed
EDRIA
2484
Edmonds Duncan Registered Investment Advisors
Kansas
– -$373K -3,098 Closed
HFA
2485
High Falls Advisors
New York
– -$371K -3,079 Closed
ERIM
2486
Eagle Ridge Investment Management
Connecticut
– -$370K -3,069 Closed
VCP
2487
Vista Capital Partners
Oregon
– -$367K -3,051 Closed
BFA
2488
Beacon Financial Advisory
Ohio
– -$367K -3,047 Closed
RBFC
2489
Roman Butler Fullerton & Co
Missouri
– -$367K -3,047 Closed
MYIA
2490
Mount Yale Investment Advisors
Colorado
– -$325K -3,035 Closed
MSA
2491
Marino Stram & Associates
Massachusetts
– -$364K -3,020 Closed
CYG
2492
Clean Yield Group
Vermont
– -$363K -3,013 Closed
AFAS
2493
Acorn Financial Advisory Services
Virginia
– -$357K -2,962 Closed
BRG
2494
Bay Rivers Group
Virginia
– -$357K -2,959 Closed
GC
2495
Garde Capital
Washington
– -$352K -2,921 Closed
RWA
2496
Redhawk Wealth Advisors
Minnesota
– -$349K -2,894 Closed
CWM
2497
Campbell Wealth Management
Virginia
– -$347K -2,876 Closed
TF
2498
Trek Financial
Arizona
– -$346K -2,867 Closed
UTC
2499
Unified Trust Company
Kentucky
– -$340K -2,826 Closed
ACA
2500
Anchor Capital Advisors
Massachusetts
– -$339K -2,814 Closed
98 99
100
101 102