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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 %
AAMA
801
Advanced Asset Management Advisors
Ohio
$6.98M +$298 +2 +0%
AWA
802
Arkadios Wealth Advisors
Georgia
$6.97M +$3.17M +21,281 +84%
PMG
803
ProVise Management Group
Florida
$6.96M +$323K +2,166 +5%
QPBE
804
Quintet Private Bank (Europe)
Luxembourg
$6.96M +$5.74M +38,484 +471%
MJP
805
Michael J. Puzo
$6.95M +$233K +1,565 +3%
FIM
806
Fruth Investment Management
Texas
$6.93M +$29.8K +200 +0.4%
LKIM
807
Lawson Kroeker Investment Management
Nebraska
$6.91M +$39.1K +262 +0.6%
WAS
808
Wealth Advisory Solutions
Indiana
$6.89M -$1.04M -6,962 -13%
BIG
809
Boothe Investment Group
Delaware
$6.89M -$22.7K -152 -0.3%
RP
810
Rowlandmiller & Partners
Georgia
$6.89M -$42.8K -287 -0.6%
XF
811
XML Financial
Maryland
$6.89M +$497K +3,332 +8%
EWA
812
EverSource Wealth Advisors
Alabama
$6.88M +$321K +2,152 +5%
HWAM
813
Hennion & Walsh Asset Management
New Jersey
$6.87M +$538K +3,609 +8%
TFS
814
Thoroughbred Financial Services
Tennessee
$6.85M -$107K -720 -2%
FI
815
FJ Investments
Utah
$6.8M +$6.8M +45,600 New
MCM
816
Marathon Capital Management
Maryland
$6.78M -$63.7K -427 -0.9%
GLLW
817
Graves Light Lenhart Wealth
Virginia
$6.78M +$104K +694 +2%
LPT
818
Legacy Private Trust
Wisconsin
$6.77M +$46.4K +311 +0.7%
FNB
819
Farmers National Bank
Kentucky
$6.74M -$23K -154 -0.3%
HC
820
Hourglass Capital
Texas
$6.72M +$199K +1,333 +3%
BSW
821
Buckingham Strategic Wealth
Missouri
$6.7M -$349K -2,343 -5%
ECM
822
Evergreen Capital Management
Washington
$6.69M +$572K +3,836 +9%
KA
823
Kovack Advisors
Florida
$6.67M +$356K +2,384 +6%
PPW
824
Parcion Private Wealth
Washington
$6.65M +$1.03M +6,923 +18%
BBHC
825
Brown Brothers Harriman & Co
New York
$6.62M -$381K -2,552 -5%
31 32
33
34 35