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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 %
EFS
1101
Essex Financial Services
Connecticut
$1.57M -$470K -6,484 -23%
AR
1102
Advisory Research
Illinois
$1.57M -$49K -676 -3%
LM
1103
Lincluden Management
Ontario, Canada
$1.57M +$97.5K +1,345 +7%
GAI
1104
General American Investors
New York
$1.57M +$1.57M +21,633 New
CWM
1105
Chesapeake Wealth Management
Virginia
$1.56M -$5.65K -78 -0.4%
CNC
1106
Citizens & Northern Corp
Pennsylvania
$1.56M +$204K +2,810 +15%
GL
1107
Graypoint LLC
New York
$1.56M +$1.56M +21,573 New
DPIM
1108
Duff & Phelps Investment Management
Illinois
$1.56M +$25.4K +350 +2%
CCA
1109
Cobblestone Capital Advisors
New York
$1.56M +$99.6K +1,375 +7%
WA
1110
WealthTrust Axiom
Pennsylvania
$1.56M -$151K -2,080 -9%
IVA
1111
International Value Advisers
$1.55M +$1.55M +21,441 New
BP
1112
Ballentine Partners
Massachusetts
$1.55M +$217K +3,002 +16%
IA
1113
IFP Advisors
Florida
$1.55M -$565K -7,439 -27%
HPCM
1114
High Pointe Capital Management
Illinois
$1.55M +$788K +10,880 +104%
V
1115
VeraBank
Texas
$1.54M +$537K +7,411 +53%
WAM
1116
Wealthspire Advisors (Maryland)
Maryland
$1.54M -$471K -6,493 -23%
CIA
1117
Choate Investment Advisors
Massachusetts
$1.54M -$136K -1,879 -8%
JAM
1118
Jolley Asset Management
North Carolina
$1.54M -$34.5K -476 -2%
AIP
1119
Ahrens Investment Partners
Louisiana
$1.54M -$178K -2,454 -10%
WF
1120
WoodTrust Financial
Wisconsin
$1.54M -$1.32M -18,201 -46%
NWP
1121
Northstar Wealth Partners
Connecticut
$1.54M +$321K +4,426 +26%
FBT
1122
First Bank & Trust
South Dakota
$1.52M -$50.3K -695 -3%
DWA
1123
Douglass Winthrop Advisors
New York
$1.52M -$2.56M -35,312 -63%
GBT
1124
Grove Bank & Trust
Florida
$1.52M -$75.9K -1,047 -5%
NFG
1125
Next Financial Group
Texas
$1.52M -$491K -6,779 -24%
43 44
45
46 47