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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 %
VWA
876
Visionary Wealth Advisors
Illinois
$2.41M +$1.04M +14,285 +75%
BP
877
BBR Partners
New York
$2.41M +$1.12M +15,498 +87%
SBSB
878
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.39M +$164K +2,266 +7%
IEFM
879
IQ EQ Fund Management
Ireland
$2.39M -$14.6K -202 -0.6%
KWILP
880
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.39M +$469K +6,475 +24%
SCA
881
Snowden Capital Advisors
New York
$2.38M -$1.06M -14,636 -31%
CA
882
Clearstead Advisors
Ohio
$2.38M -$496K -6,839 -17%
RIL
883
Rothschild Investment LLC
Illinois
$2.38M +$251K +3,471 +12%
MA
884
Mutual Advisors
Nebraska
$2.37M +$2.9K +40 +0.1%
YIA
885
YHB Investment Advisors
Connecticut
$2.37M -$78K -1,077 -3%
RC
886
Roundview Capital
New Jersey
$2.36M +$306K +4,225 +15%
OIM
887
Opus Investment Management
Massachusetts
$2.36M – – –
TFS
888
Thoroughbred Financial Services
Tennessee
$2.36M +$424K +5,852 +22%
SVWAG
889
Sound View Wealth Advisors Group
Georgia
$2.35M -$49.3K -680 -2%
SNT
890
Security National Trust
West Virginia
$2.35M -$109K -1,502 -4%
IC
891
Inscription Capital
Texas
$2.34M -$18.2K -251 -0.8%
OPCM
892
Osborne Partners Capital Management
California
$2.33M -$17K -234 -0.7%
ACM
893
Argyle Capital Management
Pennsylvania
$2.33M +$29K +400 +1%
BCM
894
Boltwood Capital Management
California
$2.33M -$120K -1,655 -5%
KCMRT
895
Kemper Corp Master Retirement Trust
Illinois
$2.32M – – –
CFA
896
CWS Financial Advisors
Michigan
$2.32M – – –
ETI
897
Enterprise Trust & Investment
California
$2.31M -$32.6K -450 -1%
WPC
898
White Pine Capital
Minnesota
$2.31M +$75.8K +1,046 +3%
IMOV
899
Investment Management of Virginia
Virginia
$2.3M -$248K -3,426 -10%
ET
900
Equitable Trust
Tennessee
$2.3M +$69.4K +958 +3%
34 35
36
37 38