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Chevron
CVX

Overview Fund Activity

3,768 hedge funds and large institutions have $219B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,660 increasing their positions, 1,507 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,768
Holders Change
+56
Holders Change %
+1.51%
% of All Funds
51.18%
Holding in Top 10
162
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+67.01%
% of All Funds
2.2%
New
256
Increased
1,660
Reduced
1,507
Closed
133
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.47B
2
DZ Bank
DZ Bank
Germany
+$338M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$275M
4
Charles Schwab
Charles Schwab
California
+$263M
5
Citigroup
Citigroup
New York
+$199M

Top Sellers

1
State Street
State Street
Massachusetts
-$887M
2
Capital International Investors
Capital International Investors
California
-$833M
3
Swiss National Bank
Swiss National Bank
Switzerland
-$712M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$241M
5
HF
HRT Financial
New York
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
651
World Investment Advisors
California
$11M +$275K +1,643 +3%
GWMIA
652
Global Wealth Management Investment Advisory
Florida
$11M +$441K +2,639 +4%
IIM
653
Intact Investment Management
Quebec, Canada
$11M -$1M -6,000 -8%
EWA
654
EverSource Wealth Advisors
Alabama
$10.9M -$291K -1,741 -3%
SWP
655
Stratos Wealth Partners
Ohio
$10.9M -$1.77M -10,589 -14%
DP
656
Dearborn Partners
Illinois
$10.9M -$297K -1,774 -3%
OHIS
657
Oak Harvest Investment Services
Texas
$10.9M +$252K +1,504 +2%
HAI
658
Hennessy Advisors Inc
California
$10.9M -$92K -550 -0.8%
BBI
659
Baxter Bros Inc
Connecticut
$10.9M -$235K -1,404 -2%
CCM
660
Coldstream Capital Management
Washington
$10.8M +$80.5K +481 +0.7%
Man Group
661
Man Group
United Kingdom
$10.8M +$1.29M +7,712 +14%
GC
662
Grimes & Company
Massachusetts
$10.8M +$403K +2,410 +4%
LTI
663
Laffer Tengler Investments
Tennessee
$10.8M +$111K +661 +1%
MIA
664
MainStreet Investment Advisors
Illinois
$10.7M -$205K -1,223 -2%
AG
665
Advocate Group
Minnesota
$10.7M +$215K +1,284 +2%
CIC
666
Cutler Investment Counsel
Oregon
$10.7M -$399K -2,385 -4%
CVM
667
Cheviot Value Management
California
$10.7M +$152K +1,122 +1%
NCM
668
Novare Capital Management
North Carolina
$10.7M +$44.7K +267 +0.4%
VAS
669
Vestmark Advisory Solutions
Massachusetts
$10.7M +$5.38M +32,146 +102%
SOAMC
670
Spirit of America Management Corp
New York
$10.6M -$1.66M -9,900 -13%
GT
671
Greenleaf Trust
Michigan
$10.6M +$428K +2,557 +4%
CANC
672
Culbertson A N & Co
Virginia
$10.6M +$219K +1,308 +2%
AIP
673
ARS Investment Partners
New York
$10.6M -$163K -1,125 -2%
MBTD
674
Mechanics Bank - Trust Department
California
$10.6M +$97.4K +582 +0.9%
BFS
675
Bard Financial Services
Connecticut
$10.5M +$50.2K +300 +0.5%
25 26
27
28 29