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Chevron
CVX

Overview Fund Activity

3,443 hedge funds and large institutions have $205B invested in Chevron in 2023 Q4 according to their latest regulatory filings, with 377 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
3,443
Holders Change
+133
Holders Change %
+4.02%
% of All Funds
50.47%
Holding in Top 10
155
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-42.16%
% of All Funds
2.27%
New
377
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
+$5.17B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$2.36B
3
Capital World Investors
Capital World Investors
California
+$701M
4
BlackRock
BlackRock
New York
+$697M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$686M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$694M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$499M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$493M
4
Amundi
Amundi
France
-$412M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
IDBONY
3001
Israel Discount Bank of New York
New York
$290K -$5.67K -38 -2%
CSIA
3002
Charles Schwab Investment Advisory
California
$289K +$43.7K +293 +18%
TSWM
3003
Tyler-Stone Wealth Management
Ohio
$288K +$1.49K +10 +0.5%
ITB
3004
Idaho Trust Bank
Idaho
$288K -$74.6K -500 -21%
SBF
3005
Sara-Bay Financial
Florida
$288K – – –
RTC
3006
Riverview Trust Company
Washington
$287K – – –
JJBC
3007
James J. Burns & Company
New York
$286K +$286K +1,914 New
T
3008
Tidemark
California
$285K +$285K +1,911 New
MAG
3009
MRA Advisory Group
New Jersey
$285K -$385K -2,582 -57%
JWS
3010
Juncture Wealth Strategies
Arizona
$285K -$26.3K -176 -8%
VFP
3011
Verus Financial Partners
Virginia
$284K +$20.6K +138 +8%
TF
3012
Theory Financial
Colorado
$284K – – –
PIP
3013
Peachtree Investment Partners
Florida
$284K +$447 +3 +0.2%
IWP
3014
Innova Wealth Partners
Pennsylvania
$283K -$104K -700 -27%
HWMC
3015
Heritage Wealth Management (California)
California
$283K +$283K +1,899 New
TFP
3016
Tilia Fiduciary Partners
North Carolina
$283K -$6.41K -43 -2%
AWM
3017
AllSquare Wealth Management
New York
$283K – – –
CKAIS
3018
Christensen King & Associates Investment Services
Washington
$282K +$282K +1,891 New
OCM
3019
Osterweis Capital Management
California
$282K -$24.6K -165 -8%
ACM
3020
Armbruster Capital Management
New York
$282K – – –
LFG
3021
Lockerman Financial Group
California
$281K +$15.7K +105 +6%
FPTW
3022
Franklin, Parlapiano, Turner & Welch
Texas
$280K – – –
TB
3023
Terril Brothers
Missouri
$280K +$298 +2 +0.1%
FP
3024
Fiduciary Planning
Florida
$280K +$149 +1 +0.1%
TFM
3025
TFC Financial Management
Massachusetts
$280K +$4.03K +27 +1%
119 120
121
122 123