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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 %
OC
1326
Oakworth Capital
Alabama
$1.06M +$79K +1,090 +8%
HL
1327
HeadInvest LLC
Maine
$1.06M +$82.5K +1,139 +8%
FWM
1328
Frontier Wealth Management
Missouri
$1.06M +$256K +3,533 +32%
DIP
1329
DT Investment Partners
Pennsylvania
$1.05M -$2.74M -37,891 -72%
PA
1330
Procyon Advisors
Connecticut
$1.05M -$191K -2,640 -15%
PMG
1331
ProVise Management Group
Florida
$1.05M -$116K -1,598 -10%
WAM
1332
Winslow Asset Management
Ohio
$1.04M +$22.8K +315 +2%
BC
1333
Burleson & Co
California
$1.04M -$2.05M -21,430 -66%
SAM
1334
Seelaus Asset Management
New Jersey
$1.04M +$2.9K +40 +0.3%
CWM
1335
Cordatus Wealth Management
Pennsylvania
$1.04M +$507K +6,993 +95%
HIM
1336
Harbour Investment Management
Washington
$1.04M +$225K +3,100 +28%
FFG
1337
Ford Financial Group
California
$1.04M +$207K +2,854 +25%
DBRC
1338
D.B. Root & Company
Pennsylvania
$1.03M +$360K +4,971 +53%
UBG
1339
United Bank (Georgia)
Georgia
$1.03M -$145K -1,997 -12%
AWM
1340
Avior Wealth Management
Nebraska
$1.03M -$40.3K -556 -4%
GBBWRPM
1341
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.03M +$10.6K +146 +1%
SAM
1342
Smithbridge Asset Management
Pennsylvania
$1.03M -$65.2K -900 -6%
RIM
1343
Rampart Investment Management
Connecticut
$1.03M -$1.34M -18,556 -57%
CG
1344
Caprock Group
Idaho
$1.03M +$153K +2,108 +17%
ODCM
1345
Old Dominion Capital Management
Virginia
$1.03M -$9.2K -127 -0.9%
BCM
1346
Breiter Capital Management
Florida
$1.03M +$101K +1,390 +11%
CAM
1347
Congress Asset Management
Massachusetts
$1.02M -$28.6M -394,608 -97%
PCM
1348
Penserra Capital Management
California
$1.02M +$183K +2,525 +22%
ATC
1349
Adirondack Trust Company
New York
$1.02M +$90.2K +1,245 +10%
MMHP
1350
Murphy Middleton Hinkle & Parker
Georgia
$1.02M -$3.33K -46 -0.3%
52 53
54
55 56