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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 %
IC
601
IEQ Capital
California
$11.3M -$991K -6,646 -8%
SCP
602
Stamos Capital Partners
California
$11.2M +$1.99M +13,370 +22%
PWM
603
Perigon Wealth Management
California
$11.2M +$80.4K +539 +0.7%
CAG
604
Crestwood Advisors Group
Massachusetts
$11.2M -$536K -3,593 -5%
IIM
605
INTECH Investment Management
Florida
$11.1M -$226K -1,513 -2%
CGH
606
Crossmark Global Holdings
Texas
$11.1M -$165K -1,106 -1%
LG
607
LaFleur & Godfrey
Michigan
$11.1M +$2.17M +14,543 +24%
UAS
608
United Asset Strategies
New York
$11.1M +$277K +1,854 +3%
GAM
609
Griffin Asset Management
New York
$11M +$357K +2,394 +3%
TCOV
610
Trust Company of Vermont
Vermont
$10.9M -$1.68M -11,274 -13%
AAA
611
Adams Asset Advisors
Texas
$10.9M +$566K +3,796 +5%
WANY
612
Wealthspire Advisors (New York)
New York
$10.9M +$5.1M +34,188 +88%
CIC
613
Cutler Investment Counsel
Oregon
$10.8M +$325K +2,180 +3%
PCOC
614
Power Corp of Canada
Canada
$10.8M +$10.7M +71,913 +42,552%
WIC
615
Willis Investment Counsel
Georgia
$10.7M -$18.6K -125 -0.2%
Walleye Trading
616
Walleye Trading
New York
$10.7M +$10.7M +71,720 New
MLICM
617
Metropolitan Life Insurance Company (MetLife)
New York
$10.7M -$291K -1,948 -3%
SWP
618
Stratos Wealth Partners
Ohio
$10.7M +$648K +4,341 +6%
CLOS
619
Compagnie Lombard Odier SCmA
Switzerland
$10.6M +$4.68M +31,390 +79%
CTA
620
Colonial Trust Advisors
South Carolina
$10.6M -$48.2K -323 -0.5%
EGA
621
Eagle Global Advisors
Texas
$10.5M -$1.4M -9,387 -12%
AIP
622
ARS Investment Partners
New York
$10.5M -$211K -1,416 -2%
BWP
623
Baldwin Wealth Partners
Massachusetts
$10.5M -$13.1K -88 -0.1%
GCA
624
Guardian Capital Advisors
Ontario, Canada
$10.4M -$347K -2,318 -3%
FFN
625
Focus Financial Network
Minnesota
$10.4M +$8.14M +54,596 +365%
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