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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 %
CAM
1226
Close Asset Management
United Kingdom
$3.71M -$2.2M -13,169 -37%
AC
1227
AlphaCore Capital
California
$3.71M +$394K +2,354 +12%
WA
1228
Wealth Alliance
New York
$3.71M +$539K +3,223 +17%
BIG
1229
Builder Investment Group
Georgia
$3.71M -$127K -760 -3%
VCP
1230
Verus Capital Partners
Arizona
$3.71M +$107K +639 +3%
WR
1231
WD Rutherford
Oregon
$3.7M +$538 +4 +0%
CFD
1232
Creative Financial Designs
Indiana
$3.69M +$61.1K +365 +2%
WG
1233
Wealth Group
North Carolina
$3.69M +$424K +2,534 +13%
DRS
1234
Deane Retirement Strategies
Louisiana
$3.67M +$74.8K +447 +2%
CIA
1235
Cohen Investment Advisors
New Hampshire
$3.67M +$402K +2,402 +12%
SLI
1236
Sumitomo Life Insurance
Japan
$3.67M -$52.9K -316 -1%
EFM
1237
E Fund Management
China
$3.67M +$538K +3,213 +17%
JGCM
1238
Joseph Group Capital Management
Ohio
$3.67M +$532K +3,182 +17%
DWT
1239
Dorsey & Whitney Trust
South Dakota
$3.66M +$430K +2,572 +13%
EFMC
1240
Empire Financial Management Company
New York
$3.65M +$80.1K +479 +2%
LC
1241
LCNB Corp
Ohio
$3.65M +$139K +833 +4%
UB
1242
Umpqua Bank
Oregon
$3.64M +$19.9K +119 +0.5%
MFG
1243
Magnus Financial Group
New York
$3.64M +$79.3K +474 +2%
WAAG
1244
Wealth Alliance Advisory Group
Kansas
$3.63M +$59.9K +358 +2%
CPA
1245
Cardiff Park Advisors
California
$3.62M +$218K +1,302 +6%
FCAS
1246
First Command Advisory Services
Texas
$3.62M -$157K -937 -4%
AMG
1247
Advisors Management Group
Wisconsin
$3.62M +$7.53K +45 +0.2%
DRD
1248
Dennis R. Delaney
$3.62M +$13.4K +80 +0.4%
LWM
1249
Liberty Wealth Management
California
$3.61M -$127K -762 -3%
MWM
1250
Mattern Wealth Management
Kansas
$3.6M +$16.6K +99 +0.5%
48 49
50
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