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Chevron
CVX

Overview Fund Activity

3,249 hedge funds and large institutions have $217B invested in Chevron in 2023 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,457 increasing their positions, 1,275 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,249
Holders Change
-20
Holders Change %
-0.61%
% of All Funds
52%
Holding in Top 10
261
Holding in Top 10 Change
-91
Holding in Top 10 Change %
-25.85%
% of All Funds
4.18%
New
187
Increased
1,457
Reduced
1,275
Closed
137
Calls
$3.48B
Puts
$3.28B
Net Calls
+$192M
Net Calls Change
+$673M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$1.66B
2
Wells Fargo
Wells Fargo
California
+$460M
3
AS
Altshuler Shaham
Israel
+$390M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
5
Renaissance Technologies
Renaissance Technologies
New York
+$322M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$4.99B
2
Bank of America
Bank of America
North Carolina
-$840M
3
NEAM
New England Asset Management
Connecticut
-$715M
4
Capital International Investors
Capital International Investors
California
-$440M
5
Barclays
Barclays
United Kingdom
-$410M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
851
DFPG Investments
Utah
$6.31M +$1.27M +7,781 +25%
EWA
852
EverSource Wealth Advisors
Alabama
$6.29M +$227K +1,391 +4%
PAM
853
Paradigm Asset Management
New York
$6.29M -$8.16K -50 -0.1%
KA
854
Kovack Advisors
Florida
$6.28M +$519K +3,178 +9%
GIA
855
Gladstone Institutional Advisory
Florida
$6.28M -$771K -4,725 -11%
QCM
856
Quantinno Capital Management
New York
$6.28M -$170K -1,039 -3%
HFM
857
Hartford Financial Management
Connecticut
$6.27M -$57.9K -355 -0.9%
GIM
858
Greylin Investment Management
Virginia
$6.25M +$151K +923 +2%
B
859
Bailard
California
$6.24M +$2.36M +14,486 +61%
SDIC
860
South Dakota Investment Council
South Dakota
$6.22M – – –
WF
861
WoodTrust Financial
Wisconsin
$6.22M +$25.3K +155 +0.4%
WW
862
Windle Wealth
Oklahoma
$6.2M -$32.8K -201 -0.5%
CAM
863
Close Asset Management
United Kingdom
$6.19M +$433K +2,655 +8%
MOS
864
MGO One Seven
Ohio
$6.19M +$2.19M +13,395 +55%
BAM
865
Belpointe Asset Management
Nevada
$6.17M -$229K -1,405 -4%
MFG
866
Monte Financial Group
Connecticut
$6.17M -$49.1K -301 -0.8%
CTA
867
Chesley Taft & Associates
Illinois
$6.13M -$563K -3,449 -8%
RWP
868
Ridgecrest Wealth Partners
California
$6.13M -$2.45K -15 -0%
MWM
869
Madison Wealth Management
Ohio
$6.12M -$38K -233 -0.6%
HFS
870
Haverford Financial Services
Pennsylvania
$6.12M +$6.12M +37,479 New
PWP
871
Principle Wealth Partners
Connecticut
$6.11M -$480K -2,941 -7%
IAM
872
Innovis Asset Management
Illinois
$6.09M +$36.7K +225 +0.6%
MS
873
Madden Securities
Texas
$6.09M -$357K -2,187 -6%
ECM
874
ExodusPoint Capital Management
New York
$6.08M +$6.08M +37,269 New
SC
875
Schulhoff & Co
Ohio
$6.07M +$4.24K +26 +0.1%
33 34
35
36 37