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Chevron
CVX

Overview Fund Activity

2,311 hedge funds and large institutions have $89.3B invested in Chevron in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 942 increasing their positions, 1,102 reducing their positions, and 360 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,311
Holders Change
-273
Holders Change %
-10.57%
% of All Funds
51.05%
Holding in Top 10
55
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-49.54%
% of All Funds
1.21%
New
125
Increased
942
Reduced
1,102
Closed
360
Calls
$1.22B
Puts
$1.1B
Net Calls
+$112M
Net Calls Change
+$17.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$450M
2
BlackRock
BlackRock
New York
+$450M
3
Franklin Resources
Franklin Resources
California
+$358M
4
Charles Schwab
Charles Schwab
California
+$324M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$317M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.15B
2
CSIA
Charles Schwab Investment Advisory
California
-$468M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$315M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$303M
5
Lazard Asset Management
Lazard Asset Management
New York
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
751
Biondo Investment Advisors
Pennsylvania
$3.34M -$155K -2,102 -4%
IC
752
IEQ Capital
California
$3.33M +$1.97M +27,244 +146%
CAL
753
Capital Analysts LLC
Pennsylvania
$3.33M +$2.05M +28,251 +160%
BPGAM
754
BTG Pactual Global Asset Management
Bermuda
$3.29M +$3.29M +45,454 New
CIC
755
Cornercap Investment Counsel
Georgia
$3.27M -$106K -1,462 -3%
LIM
756
Leavell Investment Management
Alabama
$3.27M -$52.7K -728 -2%
LDB
757
Lee, Danner & Bass
Tennessee
$3.27M +$53.3K +735 +2%
RCYC
758
Richard C. Young & Co
Rhode Island
$3.27M +$3.27M +45,099 New
CK
759
Cohen Klingenstein
New York
$3.25M – – –
BFIC
760
Bedell Frazier Investment Counselling
California
$3.25M +$121K +1,675 +4%
KLWA
761
Kelly Lawrence W & Associates
California
$3.24M -$459K -6,340 -12%
FNBT
762
FineMark National Bank & Trust
Florida
$3.23M -$192K -2,644 -6%
APSI
763
Asset Planning Services Inc
Louisiana
$3.22M +$149K +2,050 +5%
HWM
764
Hohimer Wealth Management
Washington
$3.22M +$1.83M +20,416 +132%
CCM
765
Coldstream Capital Management
Washington
$3.21M -$127K -1,747 -4%
AC
766
Abbrea Capital
California
$3.21M -$90K -1,242 -3%
IFAM
767
Institutional & Family Asset Management
Colorado
$3.2M +$1.24M +17,155 +63%
MJP
768
Michael J. Puzo
$3.19M +$333K +4,593 +12%
BCB
769
Brian C. Broderick
$3.19M +$154K +2,129 +5%
First Manhattan
770
First Manhattan
New York
$3.19M -$8.62K -119 -0.3%
FCBT
771
First Citizens Bank & Trust
North Carolina
$3.16M -$498K -6,874 -14%
RP
772
Rice Partnership
Hawaii
$3.15M +$246K +3,391 +8%
FIM
773
Frontier Investment Management
Texas
$3.15M +$338K +4,665 +12%
LWAC
774
Laurel Wealth Advisors (California)
California
$3.13M -$189K -2,609 -6%
FMTC
775
Farmers & Merchants Trust Company
California
$3.12M +$18.8K +259 +0.6%
29 30
31
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