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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 %
CWP
1201
CFM Wealth Partners
Texas
$3.83M +$133K +798 +4%
MA
1202
MONECO Advisors
Connecticut
$3.82M +$89K +532 +2%
WAOTB
1203
Wealth Advisors of Tampa Bay
Florida
$3.82M +$533K +3,186 +16%
CTC (Chicago Trading Company)
1204
CTC (Chicago Trading Company)
Illinois
$3.81M -$4.81M -28,780 -56%
HVIA
1205
Hudson Valley Investment Advisors
New York
$3.81M -$43.3K -259 -1%
SC
1206
SummitTX Capital
Texas
$3.81M +$3.81M +22,749 New
LFG
1207
Larson Financial Group
Missouri
$3.8M +$48.3K +289 +1%
BCM
1208
Boltwood Capital Management
California
$3.8M +$8.36K +50 +0.2%
MAM
1209
Mystic Asset Management
Rhode Island
$3.8M +$14.7K +88 +0.4%
PWG
1210
Portside Wealth Group
Utah
$3.8M +$575K +3,438 +18%
SA
1211
Strategic Advisors
New York
$3.79M -$84.6K -506 -2%
NSB
1212
Norway Savings Bank
Maine
$3.78M -$61.9K -370 -2%
JSW
1213
Journey Strategic Wealth
New Jersey
$3.77M +$854K +5,103 +29%
UCB
1214
United Community Bank
South Carolina
$3.77M -$92K -550 -2%
KCPG
1215
Kavar Capital Partners Group
Kansas
$3.77M +$164K +979 +5%
SIC
1216
Shoker Investment Counsel
Ohio
$3.76M +$63.9K +382 +2%
GWM
1217
Glass Wealth Management
Texas
$3.76M -$199K -1,187 -5%
CSA
1218
Cottage Street Advisors
Massachusetts
$3.75M -$56.2K -336 -1%
GBT
1219
Grove Bank & Trust
Florida
$3.75M +$456K +2,726 +14%
IA
1220
Integrity Alliance
Iowa
$3.74M +$1.91M +11,410 +104%
JC
1221
Jacobs & Co
California
$3.74M -$61.6K -368 -2%
ICP
1222
Ilex Capital Partners
United Kingdom
$3.73M +$3.73M +22,325 New
CCA
1223
Checchi Capital Advisers
California
$3.72M +$159K +953 +4%
GFA
1224
Gifford Fong Associates
California
$3.71M – – –
MYIA
1225
Mount Yale Investment Advisors
Colorado
$3.71M +$123K +734 +3%
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