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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 %
DRD
1301
Dennis R. Delaney
$1.1M +$140K +1,936 +15%
CWM
1302
Cornerstone Wealth Management
Missouri
$1.1M +$116K +1,595 +12%
AIC
1303
Ameritas Investment Company
Nebraska
$1.1M +$446K +6,085 +69%
TYCC
1304
Texas Yale Capital Corp
Florida
$1.09M -$818K -11,288 -43%
HIA
1305
Harbor Investment Advisory
Maryland
$1.09M -$14.2K -196 -1%
KLCM
1306
KG&L Capital Management
Louisiana
$1.09M +$154K +2,123 +16%
KS
1307
Karpas Strategies
Connecticut
$1.09M -$219K -3,025 -17%
HIC
1308
Holderness Investments Company
North Carolina
$1.09M +$20.5K +283 +2%
PA
1309
PFG Advisors
Arizona
$1.08M -$20.6K -246 -2%
DIM
1310
Delta Investment Management
California
$1.08M -$32.2K -444 -3%
BKA
1311
Brick & Kyle Associates
Pennsylvania
$1.08M -$33K -455 -3%
PHS
1312
Pekin Hardy Strauss
Illinois
$1.08M -$172K -2,380 -14%
SWRP
1313
Summit Wealth & Retirement Planning
California
$1.08M +$5.87K +81 +0.5%
WPW
1314
Waldron Private Wealth
Pennsylvania
$1.07M -$2.16M -29,873 -67%
DI
1315
Diligent Investors
California
$1.07M -$5.36K -74 -0.5%
RCM
1316
RB Capital Management
Nevada
$1.07M +$148K +1,949 +16%
RE
1317
RBC Europe
United Kingdom
$1.07M -$14.3K -198 -1%
BA
1318
Bridgewater Associates
Connecticut
$1.07M -$407K -5,621 -28%
SIC
1319
Salem Investment Counselors
North Carolina
$1.07M -$274K -3,776 -20%
ANRIA
1320
American National Registered Investment Advisor
Texas
$1.07M -$1.45K -20 -0.1%
MWM
1321
Meridian Wealth Management
Kentucky
$1.07M +$576K +7,953 +117%
PG
1322
Pendal Group
Australia
$1.06M +$504K +6,957 +90%
TA
1323
TFG Advisers
Michigan
$1.06M -$6.45K -89 -0.6%
SIM
1324
Sonora Investment Management
Arizona
$1.06M +$72.8K +1,005 +7%
RBC
1325
Roble Belko & Company
Pennsylvania
$1.06M +$707K +9,756 +199%
51 52
53
54 55