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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 %
CAM
3476
Councilmark Asset Management
Tennessee
$220K +$220K +1,315 New
RBCM
3477
Raub Brock Capital Management
California
$220K -$52.9K -316 -19%
BFG
3478
Bouchey Financial Group
New York
$220K +$220K +1,313 New
MCIA
3479
Mountain Capital Investment Advisors
Colorado
$219K +$30.2K +217 +16%
MWP
3480
Meridian Wealth Partners
Pennsylvania
$219K -$142K -848 -39%
BAM
3481
BTS Asset Management
Massachusetts
$218K +$218K +1,303 New
BF
3482
Blankinship & Foster
California
$218K +$218K +1,303 New
AWA
3483
Aquire Wealth Advisors
Utah
$218K +$218K +1,302 New
CA
3484
Cumberland Advisors
Florida
$217K +$217K +1,300 New
SMH
3485
Sanders Morris Harris
Texas
$217K +$217K +1,300 New
CFG
3486
CKW Financial Group
Hawaii
$217K +$336 +2 +0.2%
HWM
3487
Howard Wealth Management
Connecticut
$217K +$217K +1,297 New
TPW
3488
Transatlantique Private Wealth
New York
$217K -$22.9K -137 -10%
AL
3489
ADE LLC
Maryland
$217K -$50.2K -300 -19%
WAS
3490
WESPAC Advisors SoCal
California
$216K +$216K +1,294 New
HWM
3491
HRC Wealth Management
Idaho
$216K +$216K +1,292 New
PFM
3492
Phillips Financial Management
Indiana
$216K +$216K +1,292 New
1WM
3493
1858 Wealth Management
Ohio
$216K +$216K +1,290 New
ACM
3494
Ascent Capital Management
Oregon
$216K +$216K +1,289 New
CWM
3495
Centurion Wealth Management
Virginia
$215K – – –
DC
3496
Dorval Corp
Minnesota
$215K +$215K +1,357 New
VC
3497
Vestor Capital
Illinois
$215K +$2.34K +14 +1%
RWRC
3498
R.W. Roge & Company
New York
$215K +$215K +1,290 New
MWA
3499
Miller Wealth Advisors
Colorado
$215K +$1.84K +11 +0.9%
SWRP
3500
Summit Wealth & Retirement Planning
California
$214K +$214K +1,280 New
138 139
140
141 142