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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
+$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 %
WorldQuant Millennium Advisors
426
WorldQuant Millennium Advisors
New York
$19.4M -$53M -355,244 -73%
OWP
427
Obermeyer Wealth Partners
Colorado
$19.4M -$806K -5,401 -4%
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$19.2M -$12.1M -80,903 -39%
BRWA
429
B. Riley Wealth Advisors
Florida
$18.9M +$724K +4,853 +4%
UBV
430
United Bank (Virginia)
Virginia
$18.9M +$196K +1,314 +1%
PFS
431
Prospera Financial Services
Texas
$18.9M +$5.26M +35,242 +39%
JCM
432
Janney Capital Management
Pennsylvania
$18.7M -$548K -3,677 -3%
CM
433
Churchill Management
California
$18.5M -$569K -3,815 -3%
VW
434
Vantage Wealth
California
$18.5M +$4.07M +27,292 +28%
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$18.5M -$538K -3,610 -3%
RWP
436
RWA Wealth Partners
Massachusetts
$18.3M +$15.9M +106,638 +657%
NIM
437
Northeast Investment Management
Massachusetts
$18.2M +$785K +5,264 +5%
CIC
438
Carnegie Investment Counsel
Ohio
$18.1M +$168K +1,123 +0.9%
LBC
439
Lowe Brockenbrough & Co
Virginia
$17.9M -$1.31M -8,783 -7%
H
440
HoyleCohen
California
$17.8M +$240K +1,610 +1%
MCM
441
Maple Capital Management
Vermont
$17.8M +$4.02M +26,960 +29%
CIC
442
Canal Insurance Company
South Carolina
$17.8M – – –
C
443
Certuity
Florida
$17.8M +$1.96M +13,116 +12%
MGIM
444
M&G Investment Management
United Kingdom
$17.8M -$1.09M -7,288 -6%
FFA
445
First Foundation Advisors
California
$17.7M -$2.18M -14,585 -11%
IWA
446
Icon Wealth Advisors
Texas
$17.7M +$17.7M +118,392 New
AssetMark Inc
447
AssetMark Inc
California
$17.7M +$421K +2,825 +2%
HIMCH
448
Hartford Investment Management Co (HIMCO)
Connecticut
$17.6M -$566K -3,794 -3%
SBH
449
Segall Bryant & Hamill
Illinois
$17.6M -$45.8M -306,872 -72%
HTHT
450
Hemenway Trust Hemenway Trust
New Hampshire
$17.5M -$1.77M -11,849 -9%
16 17
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