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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 %
AAIM
2551
Asset Advisors Investment Management
Georgia
– -$271K -2,334 Closed
BCMO
2552
Buckingham Capital Management (Ohio)
Ohio
– -$281K -2,331 Closed
MAP
2553
Managed Asset Portfolios
Michigan
– -$279K -2,313 Closed
SHJ
2554
Sharkey, Howes & Javer
Colorado
– -$279K -2,312 Closed
GCA
2555
Gradient Capital Advisors
California
– -$279K -2,311 Closed
BIA
2556
Barry Investment Advisors
Massachusetts
– -$269K -2,306 Closed
FC
2557
Financial Consulate
Maryland
– -$274K -2,275 Closed
TC
2558
TAP Consulting
Missouri
– -$274K -2,270 Closed
MWM
2559
Minot Wealth Management
Massachusetts
– -$254K -2,252 Closed
VFPI
2560
Vantage Financial Partners (Illinois)
Illinois
– -$271K -2,250 Closed
SWP
2561
Summit Wealth Partners
Florida
– -$269K -2,236 Closed
HWM
2562
Howard Wealth Management
Connecticut
– -$269K -2,233 Closed
TC
2563
Trilogy Capital
California
– -$263K -2,212 Closed
MECA
2564
Miller Equity Capital Advisors
Texas
– -$263K -2,185 Closed
FA
2565
Faithward Advisors
Pennsylvania
– -$263K -2,185 Closed
SCM
2566
Smith Capital Management
Arkansas
– -$262K -2,172 Closed
OFS
2567
OneAscent Financial Services
Alabama
– -$261K -2,169 Closed
AAM
2568
American Asset Management
Florida
– -$261K -2,167 Closed
DM
2569
Diker Management
New York
– -$260K -2,156 Closed
FI
2570
Financial Insights
Washington
– -$260K -2,154 Closed
HIM
2571
Hotaling Investment Management
Pennsylvania
– -$258K -2,144 Closed
CMTU
2572
Capital Markets Trading (UK)
United Kingdom
– -$257K -2,134 Closed
GWAG
2573
Garrett Wealth Advisory Group
Texas
– -$259K -2,132 Closed
AMC
2574
Asset Management Corp
Illinois
– -$256K -2,122 Closed
WAM
2575
Weiss Asset Management
Massachusetts
– -$255K -2,120 Closed
101 102
103
104 105