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Chevron
CVX

Overview Fund Activity

3,768 hedge funds and large institutions have $219B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,660 increasing their positions, 1,507 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,768
Holders Change
+56
Holders Change %
+1.51%
% of All Funds
51.18%
Holding in Top 10
162
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+67.01%
% of All Funds
2.2%
New
256
Increased
1,660
Reduced
1,507
Closed
133
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.47B
2
DZ Bank
DZ Bank
Germany
+$338M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$275M
4
Charles Schwab
Charles Schwab
California
+$263M
5
Citigroup
Citigroup
New York
+$199M

Top Sellers

1
State Street
State Street
Massachusetts
-$887M
2
Capital International Investors
Capital International Investors
California
-$833M
3
Swiss National Bank
Swiss National Bank
Switzerland
-$712M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$241M
5
HF
HRT Financial
New York
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1101
Legacy Advisors
Pennsylvania
$4.45M +$774K +4,626 +21%
CAAS
1102
Capital Asset Advisory Services
Michigan
$4.45M +$179K +1,075 +4%
SIG
1103
Sargent Investment Group
Maryland
$4.43M -$257K -1,536 -5%
FNBTCON
1104
First National Bank & Trust Co of Newtown
Pennsylvania
$4.43M -$71.3K -426 -2%
HI
1105
Harbour Investments
Wisconsin
$4.42M +$149K +891 +3%
NSEDCP
1106
NJ State Employees Deferred Compensation Plan
New Jersey
$4.42M – – –
JG
1107
Jain Global
New York
$4.41M -$10.7M -63,941 -71%
MFS
1108
Mattson Financial Services
Michigan
$4.41M +$176K +1,050 +4%
WCM Investment Management
1109
WCM Investment Management
California
$4.39M -$120K -724 -3%
DTC
1110
Davidson Trust Company
Washington
$4.38M +$21.9K +131 +0.5%
MCB
1111
Morton Community Bank
Illinois
$4.37M -$37.6K -225 -0.9%
AAM
1112
Auxier Asset Management
Oregon
$4.37M +$75.3K +450 +2%
LWANC
1113
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.36M +$19.4K +116 +0.4%
BHPW
1114
Beverly Hills Private Wealth
California
$4.35M +$14.2K +85 +0.3%
AMIM
1115
Aull & Monroe Investment Management
Alabama
$4.35M -$12.5K -75 -0.3%
FNA
1116
First National Advisers
Nebraska
$4.35M +$20.2K +121 +0.5%
SB
1117
Strategic Blueprint
Georgia
$4.34M +$186K +1,110 +4%
MSAM
1118
Moloney Securities Asset Management
Missouri
$4.32M +$14.7K +88 +0.3%
FPGT
1119
Financial Partners Group (Tennessee)
Tennessee
$4.32M -$400K -2,390 -8%
HA
1120
Herold Advisors
New York
$4.31M -$54.2K -324 -1%
ET
1121
Entropy Technologies
New York
$4.31M +$4.31M +25,762 New
MOS
1122
MGO One Seven
Ohio
$4.3M +$107K +642 +3%
Kayne Anderson Rudnick Investment Management
1123
Kayne Anderson Rudnick Investment Management
California
$4.3M -$233K -1,394 -5%
FAM
1124
Formidable Asset Management
Ohio
$4.3M +$44.2K +264 +1%
MNBTD
1125
Moody National Bank Trust Division
Texas
$4.28M +$95K +568 +2%
43 44
45
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