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Chevron
CVX

Overview Fund Activity

3,443 hedge funds and large institutions have $205B invested in Chevron in 2023 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 1,464 increasing their positions, 1,295 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,443
Holders Change
+133
Holders Change %
+4.02%
% of All Funds
50.47%
Holding in Top 10
155
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-42.16%
% of All Funds
2.27%
New
377
Increased
1,464
Reduced
1,295
Closed
194
Calls
$4.16B
Puts
$4.51B
Net Calls
-$358M
Net Calls Change
-$879M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.17B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$2.36B
3
Capital World Investors
Capital World Investors
California
+$701M
4
BlackRock
BlackRock
New York
+$697M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$686M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$694M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$499M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$493M
4
Amundi
Amundi
France
-$412M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
776
Valeo Financial Advisors
Indiana
$7.2M +$832K +5,580 +13%
PWW
777
Pettyjohn Wood & White
Virginia
$7.2M +$105K +704 +1%
NC
778
Nicholas Company
Wisconsin
$7.18M – – –
MA
779
Montag & Associates
Georgia
$7.18M -$237K -1,591 -3%
SC
780
Stolper & Co
Oklahoma
$7.16M -$5.37K -36 -0.1%
WAG
781
Wallace Advisory Group
California
$7.14M -$5.56K -33 -0.1%
EFS
782
Essex Financial Services
Connecticut
$7.14M +$648K +4,342 +10%
BCM
783
Bluefin Capital Management
New York
$7.14M +$7.14M +47,641 New
NW
784
NewEdge Wealth
Pennsylvania
$7.12M +$318K +2,135 +5%
CCFCSB
785
Cape Cod Five Cents Savings Bank
Massachusetts
$7.12M -$7.9M -52,949 -53%
SCA
786
Snowden Capital Advisors
New York
$7.1M -$1.29M -8,659 -15%
1SB
787
1ST Source Bank
Indiana
$7.09M -$286K -1,919 -4%
TW
788
TritonPoint Wealth
Maryland
$7.07M +$7.07M +47,398 New
SAM
789
Shell Asset Management
Netherlands
$7.06M -$1.82M -12,221 -21%
GI
790
GLOBALT Investments
Georgia
$7.06M +$7.06M +47,326 New
RB
791
Rodgers Brothers
Pennsylvania
$7.06M -$121K -808 -2%
SGAM
792
Smith Group Asset Management
Texas
$7.05M +$7.05M +47,275 New
CSPIA
793
Cary Street Partners Investment Advisory
Virginia
$7.05M +$10.1K +68 +0.1%
AM
794
AGF Management
Ontario, Canada
$7.05M +$564K +3,781 +9%
IAN
795
Integrated Advisors Network
Texas
$7.04M +$1.12M +7,490 +19%
AMI
796
Amica Mutual Insurance
Rhode Island
$7.03M – – –
FCA
797
FLC Capital Advisors
California
$7.02M +$3.54M +23,714 +102%
OIA
798
OneDigital Investment Advisors
Kansas
$7.01M +$892K +5,979 +15%
RDWM
799
Red Door Wealth Management
Tennessee
$7.01M +$1.47M +9,860 +27%
BIAS
800
Beacon Investment Advisory Services
New Jersey
$6.99M +$344K +2,305 +5%
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