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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 %
CA
1301
Cornerstone Advisors
North Carolina
$2.89M – – –
BSB
1302
Bangor Savings Bank
Maine
$2.88M -$69.5K -426 -2%
MPM
1303
Meritage Portfolio Management
Kansas
$2.87M -$2.08M -12,723 -42%
SB
1304
Strategic Blueprint
Georgia
$2.87M +$159K +975 +6%
CWP
1305
Cyndeo Wealth Partners
Florida
$2.87M +$56.9K +349 +2%
CT
1306
Clearstead Trust
Maine
$2.86M +$1.22M +7,477 +74%
AW
1307
Apricus Wealth
South Carolina
$2.86M +$71K +435 +3%
WAAG
1308
Wealth Alliance Advisory Group
Kansas
$2.85M -$507K -3,108 -15%
TFA
1309
Teamwork Financial Advisors
Texas
$2.84M -$3.42M -20,978 -55%
FPCP
1310
Fort Point Capital Partners
California
$2.84M +$35.2K +216 +1%
CAAS
1311
Capital Asset Advisory Services
Michigan
$2.83M +$127K +781 +5%
CT
1312
Columbia Trust
Oregon
$2.83M -$165K -1,010 -5%
BC
1313
Burney Company
Virginia
$2.83M +$16.8K +103 +0.6%
FG
1314
Fiduciary Group
Georgia
$2.82M -$43.2K -265 -2%
RCAG
1315
Rehmann Capital Advisory Group
Michigan
$2.82M -$47.3K -290 -2%
SRC
1316
Shufro Rose & Co
New York
$2.82M -$109K -666 -4%
IAS
1317
IMA Advisory Services
Colorado
$2.82M +$4.08K +25 +0.1%
RSVP
1318
Ramsay Stattman Vela & Price
Colorado
$2.81M -$816 -5 -0%
IBOK
1319
Independence Bank of Kentucky
Kentucky
$2.8M +$8.16K +50 +0.3%
WGAM
1320
Wilkinson Global Asset Management
New York
$2.8M – – –
SSA
1321
South Street Advisors
New York
$2.79M +$245K +1,500 +10%
AFG
1322
Albion Financial Group
Utah
$2.79M -$69.2K -424 -2%
GCA
1323
Greenwood Capital Associates
South Carolina
$2.78M +$447K +2,739 +19%
FM
1324
Family Management
New York
$2.78M -$124K -758 -4%
SCP
1325
Syntal Capital Partners
Texas
$2.78M +$74.6K +457 +3%
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