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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 %
MHIC
951
Marble Harbor Investment Counsel
Massachusetts
$2.1M +$45.6K +630 +2%
PVWM
952
Point View Wealth Management
New Jersey
$2.09M +$339K +4,674 +19%
WEC
953
Winslow Evans & Crocker
Massachusetts
$2.09M -$67.3K -928 -3%
BHWA
954
Beacon Harbor Wealth Advisors
Virginia
$2.08M +$763K +10,528 +58%
GIP
955
Greatmark Investment Partners
Georgia
$2.08M -$9.42K -130 -0.5%
SWMG
956
Signature Wealth Management Group
Georgia
$2.08M +$34.8K +480 +2%
BBI
957
Baxter Bros Inc
Connecticut
$2.08M +$390K +5,376 +23%
N
958
Natixis
France
$2.08M -$2.62M -36,104 -56%
HAG
959
HighPoint Advisor Group
Illinois
$2.08M -$391K -4,497 -16%
BFA
960
Benedict Financial Advisors
Georgia
$2.07M +$30.7K +424 +2%
JCM
961
Jacobi Capital Management
Pennsylvania
$2.07M +$191K +2,529 +10%
IC
962
Intersect Capital
California
$2.07M -$223K -3,076 -10%
GIM
963
Guardian Investment Management
California
$2.07M -$194K -2,674 -9%
AP
964
Advisor Partners
California
$2.06M -$3.23M -44,498 -61%
APP
965
Avantax Planning Partners
Iowa
$2.06M +$25.9K +358 +1%
BZWA
966
Blue Zone Wealth Advisors
California
$2.05M +$2.05M +28,322 New
BMM
967
Buffington Mohr McNeal
Idaho
$2.05M +$160K +2,212 +9%
PFS
968
Physicians Financial Services
North Carolina
$2.04M -$14.1K -194 -0.7%
PIM
969
Penobscot Investment Management
Massachusetts
$2.04M -$162K -2,235 -7%
MWM
970
Mattern Wealth Management
Kansas
$2.04M +$387K +5,338 +23%
RWM
971
RBA Wealth Management
California
$2.03M +$137K +1,888 +7%
TC
972
Telemus Capital
Michigan
$2.03M +$34.9K +381 +2%
AWE
973
Avidian Wealth Enterprises
Texas
$2.03M +$473K +6,531 +30%
BWM
974
BerganKDV Wealth Management
Minnesota
$2.02M +$195K +2,690 +11%
PBO
975
Peoples Bank (Ohio)
Ohio
$2.01M +$1.81K +25 +0.1%
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