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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 %
FFP
651
FourThought Financial Partners
Florida
$10.2M +$142K +869 +1%
FIA
652
Foundations Investment Advisors
Arizona
$10.2M +$724K +4,437 +8%
TMAM
653
Tokio Marine Asset Management
Japan
$10.1M +$600K +3,676 +6%
FLPIM
654
F.L. Putnam Investment Management
Massachusetts
$10.1M +$1.95M +11,953 +24%
IAN
655
Integrated Advisors Network
Texas
$10.1M -$332K -2,032 -3%
SFO
656
Stokes Family Office
Louisiana
$10.1M -$57.8K -354 -0.6%
AIP
657
Ameritas Investment Partners
Nebraska
$10M -$679K -4,162 -6%
SAM
658
Strategy Asset Managers
California
$10M +$1.15M +7,020 +13%
Optiver Holding
659
Optiver Holding
Netherlands
$9.99M +$9.99M +61,248 New
ECM
660
EagleClaw Capital Management
Massachusetts
$9.99M +$1.9M +11,646 +23%
1IA
661
1834 Investment Advisors
Wisconsin
$9.95M +$1.35M +8,286 +16%
TG
662
TCW Group
California
$9.94M -$13.9M -85,342 -58%
PWM
663
Perigon Wealth Management
California
$9.94M +$230K +1,411 +2%
TPCW
664
TD Private Client Wealth
New York
$9.93M +$1.93M +11,803 +24%
SFS
665
Sowell Financial Services
Arkansas
$9.92M -$4.06M -24,867 -29%
PCA
666
Peddock Capital Advisors
Massachusetts
$9.91M +$45.8K +281 +0.5%
SHGA
667
Sand Hill Global Advisors
California
$9.9M +$31K +190 +0.3%
SWP
668
Stratos Wealth Partners
Ohio
$9.87M -$522K -3,199 -5%
PTB
669
Pioneer Trust Bank
Oregon
$9.83M +$70.2K +430 +0.7%
CL
670
Choreo LLC
Illinois
$9.8M +$8.28M +50,734 +544%
SWM
671
SeaCrest Wealth Management
New York
$9.79M +$189K +1,160 +2%
NMIFOAC
672
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$9.79M – – –
MIC
673
Meridian Investment Counsel
California
$9.79M – – –
SCA
674
Snowden Capital Advisors
New York
$9.76M +$1.23M +7,530 +14%
IIM
675
Intact Investment Management
Quebec, Canada
$9.69M +$571K +3,500 +6%
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