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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 %
SCP
1251
Shorepoint Capital Partners
Massachusetts
$1.2M +$936K +12,914 +355%
PCA
1252
Private Capital Advisors
Connecticut
$1.2M -$120K -1,660 -9%
CA
1253
Calton & Associates
Florida
$1.2M -$40.9K -564 -3%
SCP
1254
Sandhill Capital Partners
New York
$1.2M +$500K +6,900 +72%
EHWM
1255
Eads & Heald Wealth Management
Georgia
$1.19M -$41.9K -579 -3%
HCM
1256
Hollencrest Capital Management
California
$1.19M +$765K +10,563 +181%
PBT
1257
Pictet Bank & Trust
Bahamas
$1.18M -$443K -6,120 -27%
CIA
1258
CSat Investment Advisory
Michigan
$1.18M +$219K +3,019 +23%
CWP
1259
CFM Wealth Partners
Texas
$1.17M -$12.7K -175 -1%
NME
1260
Notis-McConarty Edward
$1.17M +$53.3K +735 +5%
HIC
1261
Harvey Investment Company
Kentucky
$1.17M -$66.3K -915 -5%
PCM
1262
Palisade Capital Management
New Jersey
$1.17M -$870K -12,004 -43%
NISOA
1263
National Investment Services of America
Wisconsin
$1.16M -$76.6K -1,057 -6%
SW
1264
SlateStone Wealth
Florida
$1.16M -$1.65M -22,797 -59%
IA
1265
IFG Advisory
Georgia
$1.16M -$51.8K -715 -4%
IR
1266
IAT Reinsurance
New York
$1.16M – – –
SSWM
1267
Sheets Smith Wealth Management
North Carolina
$1.16M +$492K +6,788 +74%
MWM
1268
Mission Wealth Management
California
$1.16M -$110K -1,515 -9%
TWP
1269
Total Wealth Planning
Ohio
$1.15M -$2.61K -36 -0.2%
CP
1270
Covenant Partners
Tennessee
$1.15M +$1.15M +15,903 New
Lido Advisors
1271
Lido Advisors
California
$1.15M -$27.9K -385 -2%
WPA
1272
Winning Points Advisors
Florida
$1.14M -$36.1K -500 -3%
LNB
1273
Ledyard National Bank
$1.14M -$131K -1,809 -10%
PPP
1274
Private Portfolio Partners
New Jersey
$1.14M +$303K +4,178 +36%
MCM
1275
Marathon Capital Management
Maryland
$1.14M +$3.77K +52 +0.3%
49 50
51
52 53