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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 %
CC
751
Courier Capital
New York
$7.8M -$305K -1,867 -4%
CCFCSB
752
Cape Cod Five Cents Savings Bank
Massachusetts
$7.79M +$378K +2,314 +5%
RWM
753
Refined Wealth Management
Utah
$7.79M -$1.14M -6,963 -13%
SFA
754
Sequoia Financial Advisors
Ohio
$7.75M -$7.14M -43,783 -48%
PWW
755
Pettyjohn Wood & White
Virginia
$7.7M -$30.3K -186 -0.4%
VCA
756
Verdence Capital Advisors
Maryland
$7.7M -$660K -4,043 -8%
AMI
757
Amica Mutual Insurance
Rhode Island
$7.68M – – –
FCH
758
Freestone Capital Holdings
Washington
$7.67M +$37.5K +230 +0.5%
GLLW
759
Graves Light Lenhart Wealth
Virginia
$7.66M -$113K -691 -1%
RIA
760
Regal Investment Advisors
Michigan
$7.65M +$655K +4,017 +9%
AAMA
761
Advanced Asset Management Advisors
Ohio
$7.65M +$163 +1 +0%
RP
762
Rowlandmiller & Partners
Georgia
$7.64M +$112K +686 +1%
FFA
763
Farther Finance Advisors
California
$7.57M +$322K +1,976 +4%
FIM
764
Fruth Investment Management
Texas
$7.57M -$16.3K -100 -0.2%
DT
765
Diversified Trust
Tennessee
$7.56M +$144K +882 +2%
SAMC
766
Spectrum Asset Management (California)
California
$7.54M -$704K -4,317 -9%
LKIM
767
Lawson Kroeker Investment Management
Nebraska
$7.5M +$2.18M +13,346 +41%
FHB
768
First Hawaiian Bank
Hawaii
$7.48M +$334K +2,045 +5%
GC
769
Grimes & Company
Massachusetts
$7.48M +$567K +3,475 +8%
SCP
770
Shorepoint Capital Partners
Massachusetts
$7.47M +$140K +859 +2%
SGI
771
Summit Global Investments
Utah
$7.46M -$2.5M -15,333 -25%
OCM
772
One Capital Management
California
$7.42M +$472K +2,894 +7%
LWM
773
Lyell Wealth Management
California
$7.42M +$327K +2,005 +5%
CCM
774
Coldstream Capital Management
Washington
$7.39M +$123K +755 +2%
ECG
775
Edge Capital Group
Georgia
$7.39M -$3.76M -23,061 -34%
29 30
31
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