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Chevron
CVX

Overview Fund Activity

3,768 hedge funds and large institutions have $219B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,660 increasing their positions, 1,507 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,768
Holders Change
+56
Holders Change %
+1.51%
% of All Funds
51.17%
Holding in Top 10
162
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+67.01%
% of All Funds
2.2%
New
256
Increased
1,660
Reduced
1,507
Closed
133
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.47B
2
DZ Bank
DZ Bank
Germany
+$338M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$275M
4
Charles Schwab
Charles Schwab
California
+$263M
5
Citigroup
Citigroup
New York
+$199M

Top Sellers

1
State Street
State Street
Massachusetts
-$887M
2
Capital International Investors
Capital International Investors
California
-$833M
3
Swiss National Bank
Swiss National Bank
Switzerland
-$712M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$241M
5
HF
HRT Financial
New York
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
2601
Cladis Investment Advisory
Montana
$632K +$8.37K +50 +1%
SIC
2602
Sterling Investment Counsel
New York
$628K +$263K +1,573 +72%
RMSCM
2603
R.M. Sincerbeaux Capital Management
New York
$627K – – –
GEA
2604
Glen Eagle Advisors
New Jersey
$627K -$38.8K -232 -6%
GJIA
2605
Glass Jacobson Investment Advisors
Maryland
$626K – – –
PWM
2606
Prentice Wealth Management
New York
$626K +$23.1K +138 +4%
TTIC
2607
Tower Trust & Investment Company
Iowa
$626K +$626K +4,600 New
EA
2608
Eclectic Associates
California
$626K +$66.2K +396 +12%
EWM
2609
Elite Wealth Management
Washington
$625K -$251K -1,500 -29%
OCG
2610
Opus Capital Group
Ohio
$625K +$7.69K +46 +1%
PSF
2611
Pacific Sun Financial
California
$625K -$21.6K -129 -3%
HA
2612
HC Advisors
Georgia
$625K -$7.36K -44 -1%
KFA
2613
Kapstone Financial Advisors
Ohio
$625K -$7.7K -46 -1%
APG
2614
Abacus Planning Group
South Carolina
$624K -$225K -1,343 -26%
WCP
2615
Wealthcare Capital Partners
Pennsylvania
$620K +$2.84K +17 +0.5%
VCS
2616
Vaughan & Co Securities
New Jersey
$619K +$5.52K +33 +0.9%
VM
2617
VPR Management
Texas
$619K +$167K +1,000 +37%
AG
2618
Algert Global
California
$618K +$114K +682 +23%
MSA
2619
Marino Stram & Associates
Massachusetts
$618K +$2.51K +15 +0.4%
TCA
2620
Trifecta Capital Advisors
Illinois
$617K -$3.66M -21,908 -86%
SA
2621
Shilanski & Associates
Alaska
$617K +$2.34K +14 +0.4%
BIC
2622
Beach Investment Counsel
Pennsylvania
$617K – – –
ODFS
2623
O'Donnell Financial Services
California
$617K +$2.51K +15 +0.4%
AIM
2624
Advyzon Investment Management
Illinois
$616K -$10.4K -62 -2%
AP
2625
Appleton Partners
Massachusetts
$616K +$68.7K +411 +13%
103 104
105
106 107