CVX icon

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 %
AMG
2576
Asset Management Group
Connecticut
– -$255K -2,119 Closed
GAM
2577
Gould Asset Management
California
– -$255K -2,117 Closed
AWA
2578
Alaska Wealth Advisors
Alaska
– -$255K -2,117 Closed
MWPCG
2579
Measured Wealth Private Client Group
New Hampshire
– -$255K -2,113 Closed
HCIA
2580
Hochman Cole Investment Advisors
Illinois
– -$254K -2,107 Closed
TB
2581
Terril Brothers
Missouri
– -$254K -2,106 Closed
XSC
2582
X-Square Capital
Puerto Rico
– -$253K -2,095 Closed
WTFG
2583
Wells Trecaso Financial Group
Ohio
– -$250K -2,078 Closed
IP
2584
Isthmus Partners
Wisconsin
– -$250K -2,077 Closed
RIG
2585
Roosevelt Investment Group
New York
– -$249K -2,068 Closed
HA
2586
HYA Advisors
Missouri
– -$249K -2,068 Closed
DA
2587
DSC Advisors
Illinois
– -$248K -2,061 Closed
TCOK
2588
Trust Company of Kansas
Kansas
– -$247K -2,050 Closed
AWM
2589
Arbor Wealth Management
Florida
– -$245K -2,032 Closed
GAM
2590
Grandview Asset Management
Pennsylvania
– -$244K -2,012 Closed
SIM
2591
Sadoff Investment Management
Wisconsin
– -$242K -2,007 Closed
HC
2592
Hamilton Capital
Ohio
– -$241K -2,001 Closed
CCMT
2593
CMT Capital Markets Trading
Germany
– -$241K -2,000 Closed
SC
2594
Scholtz & Company
Connecticut
– -$241K -2,000 Closed
FFIC
2595
First Fiduciary Investment Counsel
Ohio
– -$241K -2,000 Closed
IHL
2596
Investment House LLC
California
– -$241K -2,000 Closed
SFC
2597
SYM Financial Corp
Indiana
– -$241K -1,997 Closed
VFP
2598
Verus Financial Partners
Virginia
– -$240K -1,994 Closed
VAG
2599
VisionPoint Advisory Group
Texas
– -$240K -1,994 Closed
KA
2600
Klingman & Associates
New York
– -$240K -1,990 Closed
102 103
104
105 106