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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 %
BMA
1001
Brooks Moore & Associates
Tennessee
$4.79M +$158K +970 +3%
FBT
1002
First Bankers Trust
Kentucky
$4.79M +$208K +1,272 +5%
MWM
1003
Mission Wealth Management
California
$4.76M +$394K +2,412 +9%
BP
1004
Ballentine Partners
Massachusetts
$4.75M +$1.13M +6,902 +31%
YC
1005
Yarbrough Capital
Tennessee
$4.75M – – –
HBT
1006
Hills Bank & Trust
Iowa
$4.74M +$27.2K +167 +0.6%
MPIM
1007
McGinn Penninger Investment Management
Virginia
$4.73M -$1.36M -8,364 -22%
HVIA
1008
Hudson Valley Investment Advisors
New York
$4.73M +$899K +5,511 +23%
TWA
1009
TCI Wealth Advisors
Arizona
$4.72M +$31.5K +193 +0.7%
MPAM
1010
Murphy Pohlad Asset Management
Minnesota
$4.69M -$525K -3,215 -10%
NFG
1011
Nations Financial Group
Iowa
$4.68M -$2.63M -16,109 -36%
GA
1012
Gateway Advisory
New Jersey
$4.66M +$4.01M +24,571 +617%
FBC
1013
Fairfield, Bush & Co
Connecticut
$4.65M -$67.2K -412 -1%
SWM
1014
Segment Wealth Management
Texas
$4.64M -$168K -1,028 -3%
GLA
1015
Good Life Advisors
Pennsylvania
$4.64M +$66.6K +408 +1%
CS
1016
Crescent Sterling
Louisiana
$4.62M +$279K +1,709 +6%
TCA
1017
Transcend Capital Advisors
New Jersey
$4.59M +$79.8K +489 +2%
HCM
1018
Huber Capital Management
California
$4.58M -$1.35M -8,300 -23%
MGIA
1019
Moneta Group Investment Advisors
Missouri
$4.58M +$496K +3,040 +12%
DSC
1020
Duncker Streett & Co
Missouri
$4.57M -$96.9K -594 -2%
CPA
1021
Capital Planning Advisors
California
$4.57M -$107K -657 -2%
LDB
1022
Lee, Danner & Bass
Tennessee
$4.56M -$139K -851 -3%
WFG
1023
Wills Financial Group
Virginia
$4.56M +$188K +1,150 +4%
PRS
1024
Pinkerton Retirement Specialists
Idaho
$4.56M +$926K +5,676 +25%
NWM
1025
NEIRG Wealth Management
Massachusetts
$4.55M -$73.7K -452 -2%
39 40
41
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