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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 %
CI
2601
Capital Innovations
Wisconsin
– -$239K -1,985 Closed
LSC
2602
Lesa Sroufe & Co
Washington
– -$238K -1,975 Closed
NFG
2603
Nadler Financial Group
Illinois
– -$238K -1,971 Closed
TC
2604
Tatro Capital
Kentucky
– -$237K -1,969 Closed
IWA
2605
Inspirion Wealth Advisors
Illinois
– -$237K -1,963 Closed
PFA
2606
Pure Financial Advisors
California
– -$236K -1,957 Closed
FIM
2607
Fernwood Investment Management
Massachusetts
– -$236K -1,955 Closed
DGI
2608
Disciplined Growth Investors
Minnesota
– -$235K -1,950 Closed
ACM
2609
Aljian Capital Management
Nevada
– -$259K -1,950 Closed
MWM
2610
Maltin Wealth Management
New Jersey
– -$235K -1,949 Closed
FWCM
2611
First Western Capital Management
California
– -$233K -1,936 Closed
AFG
2612
Affinia Financial Group
Massachusetts
– -$233K -1,933 Closed
CBOR
2613
Community Bank of Raymore
Missouri
– -$231K -1,917 Closed
BWM
2614
BT Wealth Management
Georgia
– -$228K -1,890 Closed
ACM
2615
Ayrshire Capital Management
Connecticut
– -$227K -1,882 Closed
CF
2616
Corrigan Financial
Rhode Island
– -$227K -1,881 Closed
AIA
2617
AIMZ Investment Advisors
California
– -$225K -1,866 Closed
BSAM
2618
Blue Square Asset Management
New York
– -$224K -1,858 Closed
B
2619
Bellecapital
Switzerland
– -$223K -1,850 Closed
GCMG
2620
Gyroscope Capital Management Group
Florida
– -$223K -1,848 Closed
MGIA
2621
Matthew Goff Investment Advisor
Texas
– -$223K -1,847 Closed
ECM
2622
Ensemble Capital Management
California
– -$220K -1,826 Closed
RCP
2623
Rothschild Capital Partners
New York
– -$219K -1,821 Closed
PA
2624
Planning Alternatives
Michigan
– -$219K -1,820 Closed
MCM
2625
Mattern Capital Management
Colorado
– -$218K -1,808 Closed
103 104
105
106 107