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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 %
LAM
3576
Lifestyle Asset Management
Texas
– -$221K -1,312 Closed
CCM
3577
Condor Capital Management
New Jersey
– -$221K -1,310 Closed
HAC
3578
Harbor Advisory Corp
New Hampshire
– -$221K -1,308 Closed
AWA
3579
Aquire Wealth Advisors
Utah
– -$220K -1,302 Closed
CMP
3580
Courage Miller Partners
Virginia
– -$219K -1,299 Closed
DGI
3581
Disciplined Growth Investors
Minnesota
– -$218K -1,295 Closed
RIP
3582
RAM Investment Partners
Washington
– -$218K -1,293 Closed
RWI
3583
Red Wave Investments
Pennsylvania
– -$218K -1,293 Closed
CA
3584
Cumberland Advisors
Florida
– -$218K -1,290 Closed
GSAM
3585
Grant Street Asset Management
Pennsylvania
– -$216K -1,281 Closed
KPWG
3586
KFA Private Wealth Group
Virginia
– -$215K -1,275 Closed
WH
3587
Whitcomb & Hess
Ohio
– -$215K -1,274 Closed
PP
3588
Pegasus Partners
Wisconsin
– -$215K -1,274 Closed
SHFA
3589
SC&H Financial Advisors
Maryland
– -$215K -1,273 Closed
GMA
3590
Glassy Mountain Advisors
Maryland
– -$212K -1,273 Closed
SOAG
3591
Silver Oak Advisory Group
Oregon
– -$214K -1,272 Closed
AC
3592
AWM Capital
Arizona
– -$214K -1,271 Closed
FNWM
3593
Financial Network Wealth Management
Utah
– -$211K -1,271 Closed
CIM
3594
Corbyn Investment Management
Maryland
– -$213K -1,264 Closed
GWA
3595
GGM Wealth Advisors
Maryland
– -$212K -1,257 Closed
SF
3596
Safeguard Financial
Wisconsin
– -$212K -1,256 Closed
IWP
3597
Invenio Wealth Partners
Florida
– -$211K -1,253 Closed
TIA
3598
Tiemann Investment Advisors
California
– -$211K -1,250 Closed
PHIC
3599
Pine Haven Investment Counsel
Massachusetts
– -$211K -1,250 Closed
DSA
3600
Droms Strauss Advisors
Missouri
– -$210K -1,248 Closed
142 143
144
145 146