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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 %
EWM
551
Empirical Wealth Management
Washington
$13.2M -$176K -1,182 -1%
MGP
552
Metis Global Partners
California
$13.2M +$1.98M +13,258 +18%
MC
553
Miramar Capital
Illinois
$13.1M +$320K +2,147 +3%
FSA
554
Franklin Street Advisors
North Carolina
$13.1M -$2.13M -14,276 -14%
FBB
555
Fulton Breakefield Broenniman
Maryland
$13M +$532K +3,569 +4%
MIA
556
MainStreet Investment Advisors
Illinois
$12.9M -$531K -3,563 -4%
CRC
557
Curi RMB Capital
Illinois
$12.9M -$1.32M -8,858 -9%
ECM
558
Estabrook Capital Management
New York
$12.9M -$71.1K -477 -0.5%
HR
559
Howe & Rusling
New York
$12.9M -$794K -5,322 -6%
B
560
Bailard
California
$12.7M -$398K -2,667 -3%
DWP
561
Daymark Wealth Partners
Ohio
$12.7M +$133K +1,915 +1%
MA
562
Mutual Advisors
Nebraska
$12.7M +$1.08M +7,258 +9%
SC
563
SouthState Corp
Florida
$12.5M +$362K +2,428 +3%
LW
564
Linscomb Wealth
Texas
$12.4M -$519K -3,478 -4%
SCA
565
Stonebridge Capital Advisors
Minnesota
$12.4M +$429K +2,874 +4%
LNC
566
Lincoln National Corp
Pennsylvania
$12.4M +$516K +3,457 +4%
FAB
567
First American Bank
Illinois
$12.3M -$100K -671 -0.8%
CA
568
CSM Advisors
Pennsylvania
$12.3M -$141K -945 -1%
PCM
569
Parsons Capital Management
Rhode Island
$12.3M -$1.44M -9,647 -11%
GW
570
GW & Wade
Massachusetts
$12.2M +$908K +6,089 +8%
GAI
571
General American Investors
New York
$12.2M – – –
TW
572
Transform Wealth
Colorado
$12.2M -$369K -2,471 -3%
SC
573
Savant Capital
Illinois
$12.2M -$172K -1,154 -1%
NIP
574
Nicholas Investment Partners
California
$12.1M – – –
CVM
575
Cheviot Value Management
California
$12.1M -$758K -5,034 -6%
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