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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 %
JPWM
751
Jamison Private Wealth Management
Georgia
$8.6M +$499K +2,985 +6%
TW
752
TritonPoint Wealth
Maryland
$8.57M +$314K +1,877 +4%
TSS
753
Thomas Story & Son
Indiana
$8.52M +$191K +1,141 +2%
CNBT
754
Canandaigua National Bank & Trust
New York
$8.5M -$86.2K -515 -1%
PTB
755
Pioneer Trust Bank
Oregon
$8.48M -$424K -2,535 -5%
Acadian Asset Management
756
Acadian Asset Management
Massachusetts
$8.45M +$6.21M +37,155 +278%
FB
757
Fulton Bank
Pennsylvania
$8.43M -$412K -2,460 -5%
EFS
758
Essex Financial Services
Connecticut
$8.42M +$41K +245 +0.5%
WC
759
Woodstock Corp
Massachusetts
$8.4M +$215K +1,288 +3%
PF
760
Phoenix Financial
Israel
$8.38M -$58.5K -349 -0.7%
RIA
761
Regal Investment Advisors
Michigan
$8.36M -$3.4M -20,349 -29%
BCV
762
Banque Cantonale Vaudoise
Switzerland
$8.36M +$8.36M +49,971 New
SG
763
StoneX Group
New York
$8.35M +$37.8K +226 +0.5%
CI
764
CX Institutional
Indiana
$8.31M -$1.28M -7,681 -13%
SCP
765
Stamos Capital Partners
California
$8.3M -$6.28M -37,551 -43%
BIAS
766
Beacon Investment Advisory Services
New Jersey
$8.3M +$652K +3,899 +9%
VFA
767
Valeo Financial Advisors
Indiana
$8.3M +$982K +5,873 +13%
ERIC
768
Eagle Rock Investment Company
Georgia
$8.28M -$48.8K -292 -0.6%
FMWA
769
Forvis Mazars Wealth Advisors
Missouri
$8.26M +$393K +2,349 +5%
MDCM
770
Morgan Dempsey Capital Management
Wisconsin
$8.2M -$804K -4,803 -9%
LPT
771
Legacy Private Trust
Wisconsin
$8.18M +$102K +609 +1%
JIR
772
James Investment Research
Ohio
$8.14M +$39.3K +235 +0.5%
PI
773
PFG Investments
New York
$8.13M +$37.3K +223 +0.5%
ONB
774
Old National Bancorp
Indiana
$8.09M -$1.18M -7,071 -13%
MJP
775
Michael J. Puzo
$8.03M +$103K +616 +1%
29 30
31
32 33