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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 %
HKIM
1276
Hayek Kallen Investment Management
Alabama
$1.14M +$12.8K +177 +1%
NCM
1277
Northside Capital Management
Oregon
$1.13M – – –
WWM
1278
Western Wealth Management
Colorado
$1.13M +$173K +2,393 +18%
CIG
1279
Cairn Investment Group
Washington
$1.13M -$71.5K -986 -6%
MCM
1280
Mitchell Capital Management
Kansas
$1.13M -$4.42K -61 -0.4%
NPP
1281
New Potomac Partners
Maryland
$1.13M +$33.7K +465 +3%
AL
1282
Aspiriant LLC
California
$1.13M -$430K -5,938 -28%
IAS
1283
Investment Advisory Services
Texas
$1.13M -$61.3K -846 -5%
BCM
1284
Brookstone Capital Management
Illinois
$1.13M -$236K -3,257 -17%
CB
1285
Cadence Bank
Mississippi
$1.12M -$15.6K -215 -1%
GPA
1286
Garrison Point Advisors
California
$1.12M -$70.6K -974 -6%
CAC
1287
Certified Advisory Corp
Florida
$1.12M +$61.8K +853 +6%
ACM
1288
Adalta Capital Management
New York
$1.12M -$323K -4,464 -22%
NC
1289
NewSquare Capital
Pennsylvania
$1.11M +$9.42K +130 +0.9%
OIA
1290
Optimum Investment Advisors
Illinois
$1.11M -$127K -1,757 -10%
AIM
1291
Anchor Investment Management
South Carolina
$1.11M -$223K -3,071 -17%
ACG
1292
Allen Capital Group
Nebraska
$1.11M -$272K -3,747 -20%
CAAS
1293
Capital Asset Advisory Services
Michigan
$1.11M -$121K -1,366 -10%
SMC
1294
Smith, Moore & Co
Missouri
$1.11M +$95.7K +1,320 +9%
SSA
1295
South Street Advisors
New York
$1.11M -$42.6K -588 -4%
SAM
1296
Sawgrass Asset Management
Florida
$1.1M +$178K +2,462 +19%
CFFP
1297
Center for Financial Planning
Michigan
$1.1M -$73.3K -1,012 -6%
BL
1298
BFSG LLC
California
$1.1M -$3.91K -54 -0.4%
GRP
1299
Global Retirement Partners
California
$1.1M -$152K -2,100 -12%
IC
1300
Investment Counsel
Michigan
$1.1M – – –
50 51
52
53 54