CVX icon

Chevron
CVX

Overview Fund Activity

3,443 hedge funds and large institutions have $205B invested in Chevron in 2023 Q4 according to their latest regulatory filings, with 377 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
3,443
Holders Change
+133
Holders Change %
+4.02%
% of All Funds
50.47%
Holding in Top 10
155
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-42.16%
% of All Funds
2.27%
New
377
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
+$5.17B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$2.36B
3
Capital World Investors
Capital World Investors
California
+$701M
4
BlackRock
BlackRock
New York
+$697M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$686M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$694M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$499M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$493M
4
Amundi
Amundi
France
-$412M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
401
Kestra Private Wealth Services
Texas
$20.8M +$1.74M +11,658 +9%
BS
402
Banco Santander
Spain
$20.7M +$3.73M +24,990 +22%
LCM
403
Laurion Capital Management
New York
$20.6M -$1.73M -11,609 -8%
TAL
404
TIG Advisors LLC
New York
$20.6M +$20.6M +138,075 New
YCM
405
Yaupon Capital Management
New York
$20.6M +$20.6M +137,900 New
CWM
406
Congress Wealth Management
Massachusetts
$20.6M -$377K -2,525 -2%
OPERF
407
Oregon Public Employees Retirement Fund
Oregon
$20.4M -$45.2K -303 -0.2%
VWM
408
Valley Wealth Managers
New Jersey
$20.4M +$446K +2,989 +2%
CDH
409
Charles D. Hyman
$20.4M +$37.4K +251 +0.2%
GAM
410
Guinness Asset Management
United Kingdom
$20.4M -$383K -2,569 -2%
WJWM
411
Williams Jones Wealth Management
New York
$20.3M -$2.07M -13,877 -9%
SCTC
412
Sanibel Captiva Trust Company
Florida
$20.3M +$20.3M +136,149 New
VV
413
Verity & Verity
South Carolina
$20.3M +$495K +3,318 +3%
ESB
414
Essex Savings Bank
Connecticut
$20.1M +$166K +1,110 +0.8%
ECU
415
Eisler Capital (UK)
United Kingdom
$20.1M +$12.6M +84,376 +168%
RIL
416
Rothschild Investment LLC
Illinois
$20M -$127K -851 -0.6%
MSRPS
417
Maryland State Retirement & Pension System
Maryland
$20M -$347K -2,325 -2%
LI
418
LMCG Investments
Massachusetts
$19.7M -$166K -1,115 -0.8%
BSA
419
Braun Stacey Associates
New York
$19.6M -$1.31M -8,789 -6%
BBA
420
BLB&B Advisors
Pennsylvania
$19.6M +$530K +3,551 +3%
MCM
421
MAI Capital Management
Ohio
$19.5M +$1.09M +7,333 +6%
FNBOO
422
First National Bank of Omaha
Nebraska
$19.4M -$1.53M -10,232 -7%
HWM
423
HB Wealth Management
Georgia
$19.4M +$184K +1,234 +1%
AHB
424
Abner Herrman & Brock
New Jersey
$19.4M -$256K -1,716 -1%
Wealthfront Advisers
425
Wealthfront Advisers
California
$19.4M -$2.79M -18,702 -13%
15 16
17
18 19