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Chevron
CVX

Overview Fund Activity

3,249 hedge funds and large institutions have $217B invested in Chevron in 2023 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,457 increasing their positions, 1,275 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,249
Holders Change
-20
Holders Change %
-0.61%
% of All Funds
52%
Holding in Top 10
261
Holding in Top 10 Change
-91
Holding in Top 10 Change %
-25.85%
% of All Funds
4.18%
New
187
Increased
1,457
Reduced
1,275
Closed
137
Calls
$3.48B
Puts
$3.28B
Net Calls
+$192M
Net Calls Change
+$673M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$1.66B
2
Wells Fargo
Wells Fargo
California
+$460M
3
AS
Altshuler Shaham
Israel
+$390M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
5
Renaissance Technologies
Renaissance Technologies
New York
+$322M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$4.99B
2
Bank of America
Bank of America
North Carolina
-$840M
3
NEAM
New England Asset Management
Connecticut
-$715M
4
Capital International Investors
Capital International Investors
California
-$440M
5
Barclays
Barclays
United Kingdom
-$410M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
501
Carnegie Investment Counsel
Ohio
$15.8M +$1.6M +9,780 +11%
UAS
502
United Asset Strategies
New York
$15.8M +$50.9K +312 +0.3%
GIM
503
Goelzer Investment Management
Indiana
$15.8M -$517K -3,169 -3%
MCM
504
MAI Capital Management
Ohio
$15.8M +$206K +1,265 +1%
LW
505
Linscomb Wealth
Texas
$15.7M -$951K -5,826 -6%
BIM
506
Bridges Investment Management
Nebraska
$15.7M +$226K +1,387 +1%
WSFS
507
Wilmington Savings Fund Society
Delaware
$15.5M -$25.1K -154 -0.2%
SB
508
Simmons Bank
Arkansas
$15.5M +$611K +3,743 +4%
PCIA
509
Prime Capital Investment Advisors
Kansas
$15.4M -$9.04M -55,385 -37%
MIA
510
MainStreet Investment Advisors
Illinois
$15.4M +$573K +3,511 +4%
FA
511
FDx Advisors
Illinois
$15.4M – – –
KPWS
512
Kestra Private Wealth Services
Texas
$15.3M +$1.82M +11,149 +13%
HR
513
Howe & Rusling
New York
$15.3M +$684K +4,194 +5%
SW
514
SteelPeak Wealth
California
$15.3M +$2.77M +16,965 +22%
TBA
515
Tower Bridge Advisors
Pennsylvania
$15.3M +$36.1K +221 +0.2%
FSA
516
Franklin Street Advisors
North Carolina
$15.3M +$2.15M +13,172 +16%
VW
517
Vantage Wealth
California
$15.2M -$31.8K -195 -0.2%
AFCM
518
Applied Finance Capital Management
Puerto Rico
$15.1M +$226K +1,386 +2%
MFA
519
Mayflower Financial Advisors
Massachusetts
$15.1M +$43.1K +264 +0.3%
IWC
520
Integrated Wealth Concepts
Massachusetts
$15M +$9.8M +60,050 +188%
WIC
521
Woodmont Investment Counsel
Tennessee
$15M +$474K +2,905 +3%
BFIM
522
Beese Fulmer Investment Management
Ohio
$14.9M +$176K +1,076 +1%
PIMJS
523
PKO Investment Management Joint-Stock
Poland
$14.8M +$604K +3,700 +4%
CAG
524
Crestwood Advisors Group
Massachusetts
$14.8M -$1.48M -9,068 -9%
Two Sigma Advisers
525
Two Sigma Advisers
New York
$14.8M -$30.1M -184,700 -67%
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