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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 %
PFO
601
Pathstone Family Office
New Jersey
$11.6M -$6.79M -41,912 -37%
Two Sigma Investments
602
Two Sigma Investments
New York
$11.6M +$10.2M +62,700 +755%
AIP
603
ARS Investment Partners
New York
$11.6M +$223K +1,366 +2%
DP
604
Dearborn Partners
Illinois
$11.5M -$37K -227 -0.3%
LWCFA
605
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.5M -$48K -294 -0.4%
CWM
606
Calamos Wealth Management
Illinois
$11.5M -$5.38M -32,978 -32%
MBTD
607
Mechanics Bank - Trust Department
California
$11.4M +$134K +823 +1%
CIC
608
Cutler Investment Counsel
Oregon
$11.4M +$102K +625 +0.9%
BFO
609
Boston Family Office
Massachusetts
$11.4M +$1.57M +9,638 +16%
B
610
Barings
North Carolina
$11.4M – – –
MDCM
611
Morgan Dempsey Capital Management
Wisconsin
$11.4M +$250K +1,532 +2%
VCM
612
Violich Capital Management
California
$11.4M -$32.6K -200 -0.3%
BAMF
613
BI Asset Management Fondsmaeglerselskab
Denmark
$11.4M +$3.53M +21,649 +45%
BWL
614
Bogart Wealth LLC
Virginia
$11.3M +$426K +2,612 +4%
CIA
615
CCM Investment Advisers
South Carolina
$11.3M -$611K -3,743 -5%
LIM
616
Leavell Investment Management
Alabama
$11.3M -$309K -1,891 -3%
TCOV
617
Trust Company of Vermont
Vermont
$11.2M +$564K +3,457 +5%
HT
618
HighTower Trust
Texas
$11.2M -$677K -4,243 -6%
BCWM
619
Bartlett & Co Wealth Management
Ohio
$11.1M -$293K -1,797 -3%
BC
620
Bartlett & Co
Ohio
$11.1M -$293K -1,797 -3%
BFEC
621
Benjamin F. Edwards & Company
Missouri
$11.1M +$2.74M +16,805 +33%
MIC
622
Means Investment Company
Maine
$11.1M -$214K -1,314 -2%
NB
623
NBT Bank
New York
$11.1M -$139K -851 -1%
AWAG
624
ARS Wealth Advisors Group
Florida
$11.1M -$929K -5,696 -8%
BCM
625
BTC Capital Management
Iowa
$11.1M -$3.06M -18,773 -22%
23 24
25
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