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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, 1,661 increasing their positions, 1,506 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
1,661
Reduced
1,506
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 %
DA
3326
Dash Acquisitions
California
$270K -$2.85K -20 -1%
GCA
3327
Gallagher Capital Advisors
Texas
$270K -$11.9K -71 -4%
DWM
3328
Dopkins Wealth Management
New York
$270K -$586K -3,500 -68%
FB
3329
Finward Bancorp
Indiana
$269K +$25.3K +151 +10%
SOAG
3330
Silver Oak Advisory Group
Oregon
$269K +$269K +1,612 New
GCM
3331
G2 Capital Management
Ohio
$269K – – –
BRG
3332
Bay Rivers Group
Virginia
$269K +$20.9K +125 +8%
WW
3333
Westshore Wealth
California
$268K – – –
Cohen & Steers
3334
Cohen & Steers
New York
$268K -$14.6M -86,974 -98%
PGAM
3335
Princeton Global Asset Management
New Jersey
$268K +$81.4K +487 +44%
BCP
3336
Blue Chip Partners
Michigan
$268K +$669 +4 +0.3%
MF
3337
Montis Financial
Massachusetts
$268K – – –
SC
3338
Sykon Capital
New York
$268K – – –
GA
3339
Gordian Advisors
Arizona
$268K – – –
JAFL
3340
Jay A. Fishman Ltd
Michigan
$267K -$251K -1,503 -49%
SSW
3341
Stone Summit Wealth
Florida
$265K -$3.18K -19 -1%
OC
3342
Optima Capital
Oregon
$265K +$18.1K +108 +7%
Q1WB
3343
Quest 10 Wealth Builders
Virginia
$265K -$47.5K -284 -15%
FFA
3344
Fi3 Financial Advisors
Indiana
$264K -$45.5K -272 -15%
RPSA
3345
Richard P. Slaughter Associates
Texas
$264K -$2.22M -13,277 -89%
TCM
3346
Triumph Capital Management
Colorado
$264K +$264K +1,579 New
HHAA
3347
Henry H. Armstrong Associates
Pennsylvania
$264K – – –
PFW
3348
Petros Family Wealth
Minnesota
$264K +$669 +4 +0.3%
LFA
3349
Level Financial Advisors
New York
$264K +$264K +1,576 New
CNBOF
3350
City National Bank of Florida
Florida
$263K +$263K +1,570 New
132 133
134
135 136