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Chevron
CVX

Overview Fund Activity

2,584 hedge funds and large institutions have $151B invested in Chevron in 2019 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 1,020 increasing their positions, 1,019 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,584
Holders Change
+201
Holders Change %
+8.43%
% of All Funds
51.03%
Holding in Top 10
109
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-15.5%
% of All Funds
2.15%
New
310
Increased
1,020
Reduced
1,019
Closed
70
Calls
$1.81B
Puts
$1.72B
Net Calls
+$94M
Net Calls Change
-$308M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$254M
2
Deutsche Bank
Deutsche Bank
Germany
+$214M
3
State Street
State Street
Massachusetts
+$200M
4
Capital International Investors
Capital International Investors
California
+$172M
5
Renaissance Technologies
Renaissance Technologies
New York
+$147M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$588M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$456M
3
BlackRock
BlackRock
New York
-$437M
4
Boston Partners
Boston Partners
Massachusetts
-$266M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
1301
Lantz Financial
Illinois
$2.03M +$68K +564 +3%
BBWA
1302
Bell & Brown Wealth Advisors
California
$2.03M +$21.5K +186 +1%
NWP
1303
Northstar Wealth Partners
Connecticut
$2.02M +$142K +1,179 +8%
FAM
1304
Formidable Asset Management
Ohio
$2.02M +$1.76M +15,387 +679%
IA
1305
IFG Advisory
Georgia
$2.01M -$202K -1,678 -9%
GIC
1306
Gantzert Investment Company
Illinois
$2.01M +$13.9K +115 +0.7%
WAM
1307
Weatherly Asset Management
California
$2M +$259K +2,150 +15%
CIG
1308
Cairn Investment Group
Washington
$2M +$2M +16,606 New
BIM
1309
Bridgecreek Investment Management
Oklahoma
$2M – – –
P
1310
Pitcairn
Pennsylvania
$1.99M +$503K +4,176 +34%
MC
1311
Martin & Co
Tennessee
$1.99M +$11.5K +95 +0.6%
ACM
1312
Allred Capital Management
Texas
$1.99M -$118K -977 -6%
GPA
1313
Garrison Point Advisors
California
$1.98M -$124K -1,030 -6%
IAS
1314
Investment Advisory Services
Texas
$1.98M +$1.98M +16,397 New
BOCM
1315
Bontempo Ohly Capital Management
Maryland
$1.98M +$13.4K +111 +0.7%
WPA
1316
Winning Points Advisors
Florida
$1.97M -$14.5K -120 -0.7%
PL
1317
Parthenon LLC
Kentucky
$1.97M – – –
PAMG
1318
Patton Albertson Miller Group
Tennessee
$1.97M -$136K -1,129 -6%
ACM
1319
Alta Capital Management
Utah
$1.96M +$110K +914 +6%
DAM
1320
Doheny Asset Management
California
$1.96M -$222K -1,843 -10%
TSWM
1321
Triangle Securities Wealth Management
North Carolina
$1.96M -$61.8K -513 -3%
UBG
1322
United Bank (Georgia)
Georgia
$1.96M +$67.5K +560 +4%
CFFP
1323
Center for Financial Planning
Michigan
$1.96M +$1.96M +16,233 New
SFA
1324
Sequoia Financial Advisors
Ohio
$1.95M +$17.5K +145 +0.9%
Lido Advisors
1325
Lido Advisors
California
$1.95M +$125K +1,041 +7%
51 52
53
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