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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 %
IPW
801
Inlet Private Wealth
Florida
$2.9M -$90.6K -1,250 -3%
CT
802
Chicago Trust
Illinois
$2.89M +$148K +2,037 +5%
SCM
803
Symons Capital Management
Pennsylvania
$2.89M +$2.89M +39,827 New
SC
804
Stralem & Co
New York
$2.85M +$283K +3,903 +11%
SIG
805
Sky Investment Group
Connecticut
$2.84M +$158K +2,183 +6%
FIB
806
First Interstate Bank
Montana
$2.84M -$54.6K -754 -2%
LS
807
Livforsakringsbolaget Skandia
Sweden
$2.84M +$283K +3,900 +11%
BIAS
808
Beacon Investment Advisory Services
New Jersey
$2.83M -$215K -2,967 -7%
LKIM
809
Lawson Kroeker Investment Management
Nebraska
$2.83M +$7.25K +100 +0.3%
NSIM
810
North Star Investment Management
Illinois
$2.82M +$596K +8,225 +27%
SC
811
Schulhoff & Co
Ohio
$2.82M +$8.55K +118 +0.3%
IAN
812
Integrated Advisors Network
Texas
$2.81M +$602K +8,302 +27%
HWA
813
Heritage Wealth Advisors
Virginia
$2.81M +$1.94M +26,817 +224%
BCM
814
Brookmont Capital Management
Texas
$2.8M +$108K +1,484 +4%
FA
815
FMA Advisory
Pennsylvania
$2.78M -$52.2K -720 -2%
TMAM
816
Tokio Marine Asset Management
Japan
$2.78M +$131K +1,805 +5%
FM
817
Foster & Motley
Ohio
$2.76M -$745K -10,274 -21%
RHFI
818
Reilly Herbert Faulkner III
$2.76M -$23.5K -324 -0.8%
LSV Asset Management
819
LSV Asset Management
Illinois
$2.76M -$5.63M -77,710 -67%
BAM
820
Barrett Asset Management
New York
$2.76M -$177K -2,440 -6%
NMIFOAC
821
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.76M – – –
TNBTD
822
Trustmark National Bank Trust Department
Mississippi
$2.72M +$489K +6,756 +22%
WT
823
Washington Trust
Rhode Island
$2.71M -$7.34M -101,243 -73%
WIA
824
Wealthstreet Investment Advisors
Texas
$2.7M -$35.1K -484 -1%
BAC
825
Boys Arnold & Co
North Carolina
$2.69M -$224K -3,092 -8%
31 32
33
34 35