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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 %
VC
1126
Voit & Company
Wisconsin
$1.52M -$151K -2,084 -9%
HSWM
1127
Hubbell Strickland Wealth Management
Louisiana
$1.52M -$245K -3,385 -14%
BPA
1128
Beacon Pointe Advisors
California
$1.51M +$843K +11,651 +126%
LC
1129
LCNB Corp
Ohio
$1.51M -$188K -2,594 -11%
FC
1130
Fusion Capital
South Carolina
$1.51M -$91.9K -1,268 -6%
COI
1131
Connable Office Inc
Michigan
$1.51M – – –
BJL
1132
Brighton Jones LLC
Washington
$1.5M +$466K +6,432 +45%
LWANC
1133
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.5M +$230K +3,179 +18%
SHA
1134
Seneca House Advisors
Virginia
$1.5M -$165K -2,273 -10%
WTB
1135
Washington Trust Bank
Washington
$1.49M +$166K +2,291 +12%
PFSC
1136
Peoples Financial Services Corp
Pennsylvania
$1.49M -$127K -1,750 -8%
RC
1137
Reik & Co
New York
$1.49M +$172K +2,380 +13%
BAM
1138
Belpointe Asset Management
Nevada
$1.48M -$464K -6,401 -24%
CG
1139
Cutler Group
California
$1.48M +$733K +10,121 +98%
CCM
1140
Compton Capital Management
Rhode Island
$1.48M +$35.7K +493 +2%
BFM
1141
Boston Financial Management
Massachusetts
$1.47M -$935K -12,894 -39%
MJRIC
1142
Mogy Joel R Investment Counsel
California
$1.47M -$21.7K -300 -1%
SWP
1143
Strategic Wealth Partners
Ohio
$1.47M – – –
PAMG
1144
Patton Albertson Miller Group
Tennessee
$1.46M +$279K +3,848 +24%
PF
1145
Phoenix Financial
Israel
$1.46M +$1.46M +20,669 New
WSCM
1146
Wellington Shields Capital Management
New York
$1.46M -$153K -2,109 -10%
RCA
1147
Resonant Capital Advisors
Wisconsin
$1.45M +$217K +2,990 +18%
RCAG
1148
Rehmann Capital Advisory Group
Michigan
$1.45M +$1.45M +19,947 New
MRCM
1149
M&R Capital Management
New Jersey
$1.44M -$53.2K -735 -4%
HAIM
1150
Hunter Associates Investment Management
Pennsylvania
$1.44M +$207K +2,861 +17%
44 45
46
47 48