CVX icon

Chevron
CVX

Overview Fund Activity

2,560 hedge funds and large institutions have $135B invested in Chevron in 2021 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 1,214 increasing their positions, 878 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,560
Holders Change
+90
Holders Change %
+3.64%
% of All Funds
45.08%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.22%
New
226
Increased
1,214
Reduced
878
Closed
109
Calls
$2.27B
Puts
$1.94B
Net Calls
+$324M
Net Calls Change
+$302M

Top Buyers

1
State Street
State Street
Massachusetts
$14.4B
2
Capital World Investors
Capital World Investors
California
$2.12B
3
GQG Partners
GQG Partners
Florida
$555M
4
BlackRock
BlackRock
New York
$13.8B
5
DZ Bank
DZ Bank
Germany
$524M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.48B
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$890M
3
Franklin Resources
Franklin Resources
California
$2.38B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$770M
5
Vanguard Group
Vanguard Group
Pennsylvania
$16.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
PSP
401
Principal Street Partners
Tennessee
$14M +$14M +133,217 New
SPC
402
Stewart & Patten Company
California
$13.9M -$210K -2,008 -1%
Bank Julius Baer & Co
403
Bank Julius Baer & Co
Switzerland
$13.9M +$3.04M +29,008 +28%
WTC
404
WhitTier Trust Company
Nevada
$13.8M +$559K +5,331 +4%
Jones Financial Companies
405
Jones Financial Companies
Missouri
$13.7M +$231K +2,206 +2%
BB
406
Busey Bank
Illinois
$13.7M +$1.18M +11,305 +9%
ACM
407
Azimuth Capital Management
Michigan
$13.6M +$4.83M +46,139 +55%
BCM
408
BTR Capital Management
California
$13.5M +$118K +1,128 +0.9%
MAA
409
Matrix Asset Advisors
New York
$13.5M +$99.4K +949 +0.7%
ESB
410
Essex Savings Bank
Connecticut
$13.4M -$41.6K -416 -0.3%
TU
411
TDAM USA
Ontario, Canada
$13.3M +$1.36M +13,001 +11%
AAIM
412
American Assets Investment Management
California
$13.1M – – –
GD
413
Grandfield & Dodd
New York
$13.1M +$94.2K +899 +0.7%
KRS
414
Kentucky Retirement Systems
Kentucky
$13.1M -$90.6K -865 -0.7%
Acadian Asset Management
415
Acadian Asset Management
Massachusetts
$13M +$8.99M +85,765 +225%
CDH
416
Charles D. Hyman
$12.9M +$254K +2,424 +2%
BBA
417
BLB&B Advisors
Pennsylvania
$12.8M +$3.92M +37,404 +44%
NMERB
418
New Mexico Educational Retirement Board
New Mexico
$12.8M – – –
BWM
419
Buckley Wealth Management
Nevada
$12.7M -$206K -1,962 -2%
HCM
420
Hilton Capital Management
New York
$12.7M -$10.7M -102,198 -46%
EWM
421
Evercore Wealth Management
New York
$12.7M -$327K -3,124 -3%
SOAMC
422
Spirit of America Management Corp
New York
$12.6M -$68.1K -650 -0.5%
SFS
423
Sowell Financial Services
Arkansas
$12.6M +$794K +7,280 +7%
OA
424
Oxbow Advisors
Texas
$12.6M +$3.13M +29,853 +33%
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$12.6M +$1.69M +16,174 +16%
15 16
17
18 19