CVX icon

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 %
RWA
901
River Wealth Advisors
Pennsylvania
$2.28M -$126K -1,735 -5%
GG
902
Greenwood Gearhart
Arkansas
$2.28M -$45.8K -632 -2%
TCA
903
Tortoise Capital Advisors
Kansas
$2.28M +$1.79M +24,766 +372%
RWM
904
RKL Wealth Management
Pennsylvania
$2.28M -$310K -4,278 -12%
ACM
905
Alta Capital Management
Utah
$2.27M +$1.09M +15,040 +92%
GIP
906
Granite Investment Partners
California
$2.27M -$14.5K -200 -0.6%
BAAM
907
Baker Avenue Asset Management
California
$2.27M +$1.13M +15,621 +100%
HFM
908
Hartford Financial Management
Connecticut
$2.27M -$286K -3,953 -11%
AAM
909
Azzad Asset Management
Virginia
$2.26M -$2.99M -41,307 -57%
PA
910
Prism Advisors
California
$2.26M +$769K +10,618 +52%
PWP
911
Private Wealth Partners
California
$2.26M -$2.84M -39,250 -56%
IF
912
Insight Folios
North Carolina
$2.26M +$401K +5,530 +22%
MHS
913
M Holdings Securities
Oregon
$2.26M +$1.33M +18,371 +144%
NCM
914
Narwhal Capital Management
Georgia
$2.26M -$12.6K -174 -0.6%
FMWA
915
Forvis Mazars Wealth Advisors
Missouri
$2.25M -$420K -5,797 -16%
DSC
916
Duncker Streett & Co
Missouri
$2.25M -$100K -1,385 -4%
BST
917
Bath Savings Trust
Maine
$2.24M -$60.6K -836 -3%
MAFM
918
Mid Atlantic Financial Management
Pennsylvania
$2.23M +$69.6K +960 +3%
NNP
919
Nachman Norwood & Parrott
South Carolina
$2.23M -$295K -4,066 -12%
CVM
920
Cheviot Value Management
California
$2.23M -$85.4K -1,179 -4%
RWA
921
Ropes Wealth Advisors
Massachusetts
$2.23M -$170K -2,342 -7%
BO
922
Bank OZK
Arkansas
$2.21M -$60K -828 -3%
AF
923
Arrow Financial
New York
$2.21M -$50.5K -696 -2%
CSM
924
CAMG Solamere Management
North Carolina
$2.2M +$817K +11,252 +59%
GHAM
925
Gilman Hill Asset Management
Connecticut
$2.19M -$197K -2,724 -8%
35 36
37
38 39