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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 %
FTA
826
Financial & Tax Architects
Missouri
$7.2M +$187K +1,116 +3%
CK
827
Cohen Klingenstein
New York
$7.19M – – –
CCFCSB
828
Cape Cod Five Cents Savings Bank
Massachusetts
$7.18M – – –
SG Americas Securities
829
SG Americas Securities
New York
$7.18M +$5.7M +34,058 +386%
MWM
830
Marietta Wealth Management
Georgia
$7.17M +$348K +2,080 +5%
QWP
831
Quotient Wealth Partners
Texas
$7.17M +$154K +920 +2%
ISB
832
Iowa State Bank
Iowa
$7.17M -$213K -1,275 -3%
BTI
833
Blue Trust Inc
Georgia
$7.17M +$417K +2,491 +6%
AWE
834
Avidian Wealth Enterprises
Texas
$7.16M +$211K +1,259 +3%
SCA
835
Sage Capital Advisors
South Dakota
$7.1M +$154K +919 +2%
WI
836
Wahed Invest
New York
$7.08M -$129K -772 -2%
CCG
837
Cypress Capital Group
Florida
$7.07M -$601K -3,593 -8%
PAM
838
Panagora Asset Management
Massachusetts
$7.07M -$2.87M -17,134 -29%
PA
839
Procyon Advisors
Connecticut
$7.07M +$598K +3,654 +9%
HBWM
840
Hollow Brook Wealth Management
New York
$7.06M -$290K -1,733 -4%
SAM
841
Shell Asset Management
Netherlands
$7.05M -$276K -1,651 -4%
JF
842
Jump Financial
Illinois
$7.02M +$6.38M +38,129 +988%
KFS
843
Kurt F. Somerville
$7.02M -$150K -894 -2%
MIC
844
Means Investment Company
Maine
$7.01M -$2.15M -12,880 -24%
BHWA
845
Beacon Harbor Wealth Advisors
Virginia
$6.98M -$82.6K -494 -1%
FNBT
846
FineMark National Bank & Trust
Florida
$6.98M -$35.8K -214 -0.5%
CW
847
CreativeOne Wealth
Kansas
$6.97M +$314K +1,876 +5%
SIM
848
Stratos Investment Management
Ohio
$6.96M +$1.89M +11,288 +37%
First Manhattan
849
First Manhattan
New York
$6.95M -$147K -878 -2%
RSVP
850
Ramsay Stattman Vela & Price
Colorado
$6.93M +$973K +5,816 +16%
32 33
34
35 36