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Chevron
CVX

Overview Fund Activity

3,442 hedge funds and large institutions have $205B invested in Chevron in 2023 Q4 according to their latest regulatory filings, with 376 funds opening new positions, 1,464 increasing their positions, 1,295 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,442
Holders Change
+132
Holders Change %
+3.99%
% of All Funds
50.46%
Holding in Top 10
155
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-42.16%
% of All Funds
2.27%
New
376
Increased
1,464
Reduced
1,295
Closed
194
Calls
$4.16B
Puts
$4.51B
Net Calls
-$358M
Net Calls Change
-$879M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$10.3B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$18.8B
3
Capital World Investors
Capital World Investors
California
$2.31B
4
BlackRock
BlackRock
New York
$19.3B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$687M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.89B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$866M
4
Amundi
Amundi
France
$1.7B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$39.9M +$4.47M +30,000 +13%
RG
277
Rathbones Group
United Kingdom
$39.7M -$307K -2,055 -0.8%
Public Sector Pension Investment Board (PSP Investments)
278
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$39.2M -$23.1M -155,110 -37%
VF
279
Vest Financial
Virginia
$39.2M +$9.71M +65,072 +33%
LSV Asset Management
280
LSV Asset Management
Illinois
$38.9M -$6.41M -42,988 -14%
SIC
281
Schwartz Investment Counsel
Michigan
$38.8M – – –
DIA
282
Davidson Investment Advisors
Montana
$38.6M +$258K +1,727 +0.7%
VIP
283
Vantage Investment Partners
Missouri
$38.4M – – –
JFG
284
Jefferies Financial Group
New York
$38M +$17.9M +119,996 +89%
ELI
285
Empire Life Investments
Ontario, Canada
$37.8M +$21.4M +143,142 +130%
MIS
286
Morningstar Investment Services
Illinois
$37.7M +$18.8M +125,344 +99%
AAM
287
Advisors Asset Management
Colorado
$37.6M -$2.25M -15,112 -6%
DCM
288
Donaldson Capital Management
Indiana
$37.5M -$834K -5,590 -2%
RPC
289
Rossmore Private Capital
Connecticut
$37.3M +$72.8K +488 +0.2%
Pathstone Holdings
290
Pathstone Holdings
New Jersey
$37.3M +$37.3M +249,478 New
NYLIM
291
New York Life Investment Management
New York
$37.2M -$4.25M -28,516 -10%
MAM
292
Martingale Asset Management
Massachusetts
$36.8M -$2.97M -19,912 -7%
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$36.3M +$4.24M +28,448 +13%
MHC
294
Meyer Handelman Company
New York
$35.8M -$9.7K -65 -0%
FRM
295
Foundation Resource Management
Arkansas
$35.6M +$370K +2,478 +1%
GI
296
Gradient Investments
Minnesota
$35.4M +$1.52M +10,208 +4%
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$35.3M +$1.94M +12,993 +6%
BCM
298
Becker Capital Management
Oregon
$35.3M +$630K +4,222 +2%
GLA
299
Great Lakes Advisors
Illinois
$35.1M +$10.4M +69,670 +42%
MOACM
300
Mutual of America Capital Management
New York
$35M -$1.99M -13,330 -5%
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