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 %
KWA
2626
KCS Wealth Advisory
California
– -$218K -1,805 Closed
DC
2627
Derby & Company
Massachusetts
– -$217K -1,801 Closed
IFO
2628
Independent Family Office
New York
– -$217K -1,800 Closed
MA
2629
MONECO Advisors
Connecticut
– -$207K -1,791 Closed
SWM
2630
Southern Wealth Management
Texas
– -$216K -1,791 Closed
MCMT
2631
Moon Capital Management (Tennessee)
Tennessee
– -$216K -1,790 Closed
SHWM
2632
Smith & Howard Wealth Management
Georgia
– -$215K -1,784 Closed
RTS
2633
Round Table Services
New Jersey
– -$214K -1,776 Closed
KM
2634
Kalos Management
Georgia
– -$213K -1,772 Closed
PM
2635
Penbrook Management
New York
– -$213K -1,765 Closed
BRA
2636
Bender Robert & Associates
California
– -$213K -1,765 Closed
ODG
2637
O'Dell Group
Ohio
– -$212K -1,761 Closed
QCIG
2638
Quad-Cities Investment Group
Iowa
– -$210K -1,753 Closed
HFA
2639
Huber Financial Advisors
Illinois
– -$211K -1,748 Closed
BDF
2640
Black Diamond Financial
Maryland
– -$210K -1,746 Closed
WP
2641
WealthShield Partners
North Carolina
– -$210K -1,740 Closed
EWA
2642
ERTS Wealth Advisors
Michigan
– -$207K -1,720 Closed
EM
2643
ELCO Management
New York
– -$205K -1,700 Closed
DWM
2644
Dorchester Wealth Management
Quebec, Canada
– -$205K -1,700 Closed
CFA
2645
Capstone Financial Advisors
Illinois
– -$204K -1,689 Closed
FAM
2646
Fenimore Asset Management
New York
– -$203K -1,683 Closed
WA
2647
Wambolt & Associates
Colorado
– -$201K -1,671 Closed
JIP
2648
JBJ Investment Partners
South Carolina
– -$201K -1,670 Closed
WA
2649
Wealth Architects
California
– -$201K -1,668 Closed
PGAM
2650
Princeton Global Asset Management
New Jersey
– -$160 -1,330 Closed
103 104 105
106
107