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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 %
PFA
1151
Pathway Financial Advisers
Indiana
$3.63M -$570K -3,494 -14%
GFA
1152
Gifford Fong Associates
California
$3.62M – – –
RSWM
1153
Robertson Stephens Wealth Management
California
$3.62M +$127K +779 +4%
CG
1154
Clarus Group
Texas
$3.62M -$68.7K -421 -2%
Westfield Capital Management
1155
Westfield Capital Management
Massachusetts
$3.6M +$3.6M +22,077 New
WB
1156
Webster Bank
Connecticut
$3.6M -$78.6K -482 -2%
IA
1157
IFP Advisors
Florida
$3.6M -$2.28M -21,511 -39%
NSB
1158
Norway Savings Bank
Maine
$3.59M -$50.1K -307 -1%
AWA
1159
Arkadios Wealth Advisors
Georgia
$3.59M +$853K +5,229 +31%
RL
1160
Ruffer LLP
United Kingdom
$3.59M – – –
CIA
1161
Choate Investment Advisors
Massachusetts
$3.57M +$1.29M +7,885 +56%
WPC
1162
White Pine Capital
Minnesota
$3.57M -$129K -789 -3%
FNBOMD
1163
First National Bank of Mount Dora
Florida
$3.57M -$513K -3,145 -13%
MCC
1164
Money Concepts Capital
Florida
$3.56M -$1.85M -11,198 -34%
BMC
1165
Beaton Management Company
Massachusetts
$3.56M -$26.1K -160 -0.7%
HA
1166
Herold Advisors
New York
$3.55M +$107K +657 +3%
GFPC
1167
Global Financial Private Client
Florida
$3.53M +$211K +1,243 +6%
PFM
1168
Parsec Financial Management
North Carolina
$3.52M +$53.2K +326 +2%
WPP
1169
Whalerock Point Partners
Rhode Island
$3.52M +$66.1K +405 +2%
BONH
1170
Bank of New Hampshire
New Hampshire
$3.52M +$33.4K +205 +1%
FMAEN1
1171
Fund Management at Engine No 1
California
$3.52M +$325K +1,991 +10%
BO
1172
Bank OZK
Arkansas
$3.52M -$129K -790 -4%
GP
1173
Geneva Partners
Wisconsin
$3.52M -$961K -5,889 -21%
TNA
1174
True North Advisors
Texas
$3.5M +$104K +640 +3%
MG
1175
Mather Group
Illinois
$3.49M +$850K +5,209 +32%
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