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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 %
SIC
1276
Sigma Investment Counselors
Michigan
$3.03M -$150K -920 -5%
QT
1277
Quantbot Technologies
New York
$3.02M +$3.02M +18,512 New
LS
1278
Leelyn Smith
Illinois
$3.02M -$4.9K -30 -0.2%
BB
1279
Berkshire Bank
Massachusetts
$3.01M +$2.45K +15 +0.1%
PFSC
1280
Peoples Financial Services Corp
Pennsylvania
$3.01M – – –
PP
1281
Patron Partners
Texas
$3.01M -$33.4K -205 -1%
MCM
1282
Marathon Capital Management
Maryland
$3.01M -$39.6K -243 -1%
ISWM
1283
Independent Solutions Wealth Management
New York
$3.01M +$78.5K +481 +3%
FCBT
1284
First Citizens Bank & Trust
North Carolina
$3M -$250K -1,531 -8%
LIA
1285
LS Investment Advisors
Michigan
$3M -$610K -3,740 -17%
TA
1286
TFG Advisers
Michigan
$3M +$136K +835 +5%
MCM
1287
McMillion Capital Management
North Carolina
$2.99M -$242K -1,484 -7%
PI
1288
Pettee Investors
Connecticut
$2.99M +$35.1K +215 +1%
WJA
1289
Willis Johnson & Associates
Texas
$2.98M +$249K +1,524 +9%
MAM
1290
Mystic Asset Management
Rhode Island
$2.98M +$1.63K +10 +0.1%
TBNY
1291
Trustco Bank (New York)
New York
$2.97M -$22K -135 -0.7%
EWM
1292
Executive Wealth Management
Michigan
$2.96M +$1.93M +11,820 +187%
CMTU
1293
Capital Markets Trading (UK)
United Kingdom
$2.95M +$2.95M +18,076 New
ACA
1294
Aptus Capital Advisors
Alabama
$2.95M -$6.32M -38,763 -68%
GA
1295
GFS Advisors
Texas
$2.95M -$4.08K -25 -0.1%
PCA
1296
Providence Capital Advisors
North Carolina
$2.93M -$21.2K -130 -0.7%
BCM
1297
Bridgeway Capital Management
Texas
$2.93M -$1.92M -11,794 -40%
CA
1298
CGN Advisors
Kansas
$2.92M +$249K +1,529 +9%
HI
1299
Hudock Inc
Pennsylvania
$2.91M -$368K -2,256 -11%
HWA
1300
HCR Wealth Advisors
California
$2.89M -$93.8K -575 -3%
50 51
52
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