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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 %
AWM
2526
Aevitas Wealth Management
Massachusetts
– -$308K -2,559 Closed
BJ
2527
Brouwer & Janachowski
California
– -$305K -2,530 Closed
PFC
2528
Poplar Forest Capital
California
– -$305K -2,528 Closed
ZAM
2529
Zevin Asset Management
Massachusetts
– -$303K -2,516 Closed
TSS
2530
Two Sigma Securities
New York
– -$302K -2,508 Closed
BC
2531
Brio Consultants
California
– -$301K -2,501 Closed
FC
2532
FCA Corp
Texas
– -$301K -2,500 Closed
RA
2533
Rational Advisors
New York
– -$301K -2,492 Closed
PWAC
2534
Private Wealth Advisors (California)
California
– -$299K -2,478 Closed
PDM
2535
Penn Davis McFarland
Texas
– -$296K -2,453 Closed
NRI
2536
NFP Retirement Inc
California
– -$292K -2,436 Closed
OBWP
2537
O'Brien Wealth Partners
Massachusetts
– -$293K -2,433 Closed
DACG
2538
Donor Advised Charitable Giving
California
– -$293K -2,430 Closed
HFS
2539
Haverford Financial Services
Pennsylvania
– -$292K -2,420 Closed
HIS
2540
Harvest Investment Services
Illinois
– -$289K -2,402 Closed
FA
2541
FCG Advisors
New Jersey
– -$286K -2,377 Closed
SNB
2542
Security National Bank
Nebraska
– -$286K -2,373 Closed
CA
2543
Corrado Advisors
New Jersey
– -$285K -2,366 Closed
CWM
2544
CCG Wealth Management
California
– -$285K -2,361 Closed
LF
2545
LifeSteps Financial
California
– -$284K -2,360 Closed
ICM
2546
IMS Capital Management
Oregon
– -$284K -2,353 Closed
OEP
2547
Ocean Endowment Partners
Illinois
– -$283K -2,350 Closed
BFG
2548
Barber Financial Group
Kansas
– -$283K -2,345 Closed
FPGK
2549
Financial Partners Group (Kansas)
Kansas
– -$260K -2,340 Closed
SCA
2550
SMH Capital Advisors
Texas
– -$282K -2,338 Closed
100 101
102
103 104