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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 %
SC
3526
SRB Corp
Massachusetts
– -$491K -2,913 Closed
SFS
3527
Summit Financial Strategies
Ohio
– -$463K -2,744 Closed
GWP
3528
Gateway Wealth Partners
Wisconsin
– -$441K -2,613 Closed
AWM
3529
Avitas Wealth Management
California
– -$437K -2,591 Closed
OMC
3530
Old Mission Capital
Illinois
– -$411K -2,440 Closed
PAM
3531
PVG Asset Management
Colorado
– -$397K -2,354 Closed
PFG
3532
PAX Financial Group
Texas
– -$393K -2,329 Closed
DTL
3533
Dynamic Technology Lab
Singapore
– -$366K -2,169 Closed
MCI
3534
MRP Capital Investments
Georgia
– -$364K -2,158 Closed
OTPPB
3535
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$355K -2,105 Closed
PIA
3536
Powell Investment Advisors
Florida
– -$346K -2,054 Closed
EA
3537
Ellsworth Advisors
Ohio
– -$340K -2,008 Closed
DC
3538
Defender Capital
North Carolina
– -$338K -2,005 Closed
FSG
3539
Financial Strategies Group
Michigan
– -$335K -1,998 Closed
RWA
3540
Rooted Wealth Advisors
Illinois
– -$287K -1,987 Closed
CFG
3541
Carr Financial Group
Massachusetts
– -$288K -1,952 Closed
PFC
3542
Phocas Financial Corp
California
– -$323K -1,914 Closed
GCM
3543
Goldstream Capital Management
Hong Kong
– -$316K -1,872 Closed
IFA
3544
Index Fund Advisors
California
– -$309K -1,833 Closed
EC
3545
EdgeRock Capital
Colorado
– -$299K -1,775 Closed
PAG
3546
Paladin Advisory Group
Iowa
– -$299K -1,774 Closed
BA
3547
Bridge Advisory
California
– -$289K -1,716 Closed
SC
3548
Saiph Capital
New Jersey
– -$286K -1,696 Closed
OR
3549
Olympiad Research
Connecticut
– -$276K -1,634 Closed
FEG
3550
Financial Enhancement Group
Indiana
– -$270K -1,633 Closed
140 141
142
143 144