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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 %
UWM
3501
USAdvisors Wealth Management
Minnesota
$214K +$214K +1,279 New
HWM
3502
Hobbs Wealth Management
Indiana
$214K +$214K +1,278 New
BAM
3503
Bellevue Asset Management
Washington
$214K +$1K +6 +0.5%
HFS
3504
Hughes Financial Services
Virginia
$214K +$214K +1,267 New
VPF
3505
Vantage Point Financial
Illinois
$213K +$213K +1,275 New
PHIC
3506
Pine Haven Investment Counsel
Massachusetts
$213K +$213K +1,275 New
SI
3507
Seeds Investor
New York
$213K +$213K +1,275 New
CKAIS
3508
Christensen King & Associates Investment Services
Washington
$213K +$213K +1,284 New
BI
3509
BFI Infinity
Switzerland
$213K +$213K +1,271 New
EL
3510
EWA LLC
Pennsylvania
$212K +$212K +1,268 New
CWA
3511
Core Wealth Advisors
Florida
$212K +$212K +1,266 New
EE
3512
EWG Elevate
California
$212K -$273K -1,630 -56%
EFG
3513
Ehrlich Financial Group
California
$211K +$211K +1,263 New
GKIM
3514
GW&K Investment Management
Massachusetts
$211K +$53.3K +318 +34%
FFC
3515
Frederick Financial Consultants
Maryland
$211K +$211K +1,261 New
HHRDM
3516
H&H Retirement Design & Management
Nevada
$211K +$668 +5 +0.3%
SSWM
3517
Strait & Sound Wealth Management
California
$211K -$29.1K -174 -12%
MWA
3518
Motive Wealth Advisors
Michigan
$211K +$211K +1,259 New
GWP
3519
Gateway Wealth Partners
Wisconsin
$210K +$210K +1,252 New
GMA
3520
Glassy Mountain Advisors
Maryland
$209K +$209K +1,249 New
DFP
3521
Defined Financial Planning
California
$209K +$209K +1,239 New
DP
3522
Denver PWM
Colorado
$208K +$203K +1,211 +4,037%
BBW
3523
Blue Barn Wealth
Utah
$207K +$207K +1,240 New
JTWM
3524
Jackson Thornton Wealth Management
Alabama
$207K -$12K -87 -5%
CFP
3525
Comprehensive Financial Planning
Pennsylvania
$207K +$1.34K +8 +0.7%
139 140
141
142 143