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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 %
WANY
926
Wealthspire Advisors (New York)
New York
$2.19M +$1.5M +20,724 +220%
HVIA
927
Hudson Valley Investment Advisors
New York
$2.18M -$379K -5,236 -15%
BS
928
Boenning & Scattergood
Pennsylvania
$2.18M -$482K -6,659 -18%
CVSCT
929
C.V. Starr & Co Trust
New York
$2.17M – – –
AMG
930
Advisors Management Group
Wisconsin
$2.17M +$61.6K +850 +3%
BCCM
931
Bridge Creek Capital Management
Massachusetts
$2.16M +$34.4K +475 +2%
AMIM
932
Aull & Monroe Investment Management
Alabama
$2.15M -$101K -1,400 -4%
PT
933
Plimoth Trust
Massachusetts
$2.15M -$59K -815 -3%
NAMP
934
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.14M +$392K +5,417 +23%
FMTCOCP
935
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.13M +$39.9K +550 +2%
ECM
936
Evergreen Capital Management
Washington
$2.13M -$343K -4,741 -14%
LA
937
Lynch & Associates
Indiana
$2.13M -$1.81M -25,031 -46%
RFM
938
Royal Fund Management
Florida
$2.12M +$1.46M +20,218 +223%
CCG
939
Cypress Capital Group
Florida
$2.12M -$34.1K -470 -2%
GWMIA
940
Global Wealth Management Investment Advisory
Florida
$2.12M +$348K +4,798 +20%
AHC
941
Adell Harriman & Carpenter
Texas
$2.11M -$85.6K -1,182 -4%
FAIM
942
Financial Advocates Investment Management
Washington
$2.11M -$844K -11,651 -29%
BMO
943
Beck Mack & Oliver
New York
$2.11M -$217K -3,000 -9%
LC
944
Lavaca Capital
Texas
$2.11M -$147K -2,027 -7%
HSA
945
HBK Sorce Advisory
Pennsylvania
$2.1M -$335K -4,617 -14%
CI
946
Conning Inc
Connecticut
$2.1M -$45K -621 -2%
ZB
947
Zions Bancorporation
Utah
$2.1M +$203K +2,802 +11%
EWM
948
Empirical Wealth Management
Washington
$2.1M -$50.7K -700 -2%
CRWM
949
Castle Rock Wealth Management
California
$2.1M -$9.28K -103 -0.4%
WGA
950
Weather Gauge Advisory
Virginia
$2.1M -$31.4K -433 -1%
36 37
38
39 40