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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, 1,660 increasing their positions, 1,507 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
51.18%
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
1,660
Reduced
1,507
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 %
MECA
3851
Miller Equity Capital Advisors
Texas
– -$264K -1,821 Closed
WWG
3852
West Wealth Group
California
– -$260K -1,796 Closed
EI
3853
Ellevest Inc
New York
– -$250K -1,723 Closed
JWM
3854
Jupiter Wealth Management
Colorado
– -$246K -1,700 Closed
CFO
3855
Custos Family Office
Texas
– -$244K -1,686 Closed
PIAS
3856
PCA Investment Advisory Services
Ohio
– -$243K -1,681 Closed
AA
3857
ABC Arbitrage
France
– -$240K -1,657 Closed
BA
3858
Bluesphere Advisors
Pennsylvania
– -$240K -1,655 Closed
AFAS
3859
Acorn Financial Advisory Services
Virginia
– -$237K -1,636 Closed
SF
3860
Safeguard Financial
Wisconsin
– -$237K -1,635 Closed
SWIG
3861
Strategic Wealth Investment Group
Kentucky
– -$233K -1,609 Closed
BCM
3862
Bayesian Capital Management
New York
– -$231K -1,596 Closed
BPAMU
3863
BTG Pactual Asset Management US
New York
– -$228K -1,573 Closed
PFA
3864
Petra Financial Advisors
Colorado
– -$223K -1,537 Closed
DI
3865
Disciplined Investors
Texas
– -$236K -1,520 Closed
BA
3866
BCM Advisors
Louisiana
– -$228K -1,490 Closed
AWA
3867
AmeriServ Wealth Advisors
Pennsylvania
– -$213K -1,473 Closed
HOWA
3868
Heritage Oak Wealth Advisors
Florida
– -$210K -1,447 Closed
ICM
3869
Intrepid Capital Management
Florida
– -$201K -1,388 Closed
BCM
3870
BluePath Capital Management
Georgia
– -$215K -1,385 Closed
SGAM
3871
Smith Group Asset Management
Texas
– -$200K -1,383 Closed
OPPS
3872
Obsidian Personal Planning Solutions
Maryland
– -$205K -1,376 Closed
FEG
3873
Financial Enhancement Group
Indiana
– -$202K -1,300 Closed
LJHT
3874
Laurie J. Hall Trustee
– -$164K -1,129 Closed
VFA
3875
Values First Advisors
Tennessee
– -$162K -1,118 Closed
153 154
155
156 157