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Chevron
CVX

Overview Fund Activity

3,768 hedge funds and large institutions have $219B invested in Chevron in 2025 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,660 increasing their positions, 1,507 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,768
Holders Change
+56
Holders Change %
+1.51%
% of All Funds
51.18%
Holding in Top 10
162
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+67.01%
% of All Funds
2.2%
New
256
Increased
1,660
Reduced
1,507
Closed
133
Calls
$5.04B
Puts
$3.67B
Net Calls
+$1.36B
Net Calls Change
+$743M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.47B
2
DZ Bank
DZ Bank
Germany
+$338M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$275M
4
Charles Schwab
Charles Schwab
California
+$263M
5
Citigroup
Citigroup
New York
+$199M

Top Sellers

1
State Street
State Street
Massachusetts
-$887M
2
Capital International Investors
Capital International Investors
California
-$833M
3
Swiss National Bank
Swiss National Bank
Switzerland
-$712M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$241M
5
HF
HRT Financial
New York
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
1351
Financial Sense Advisors
California
$3.16M +$871K +5,208 +38%
QPWM
1352
Quadrant Private Wealth Management
Pennsylvania
$3.15M -$218K -1,305 -6%
GIP
1353
Granite Investment Partners
California
$3.15M – – –
SI
1354
Saxon Interests
Texas
$3.15M -$2.34K -14 -0.1%
AF
1355
Apexium Financial
Texas
$3.15M +$526K +3,142 +20%
KTC
1356
Kentucky Trust Company
Kentucky
$3.14M -$78.6K -470 -2%
QWM
1357
Quadcap Wealth Management
Texas
$3.14M -$72.9K -436 -2%
A
1358
Allianz
Germany
$3.13M -$7.82M -46,761 -71%
CSC
1359
Caldwell Sutter Capital
California
$3.12M -$296K -1,772 -9%
CLA
1360
Carnegie Lake Advisors
New Jersey
$3.11M – – –
CAGAS
1361
Capital Advisory Group Advisory Services
Minnesota
$3.11M -$23.6K -141 -0.8%
BSC
1362
Brown Shipley & Co
United Kingdom
$3.09M -$17.6K -105 -0.6%
RSWM
1363
Robertson Stephens Wealth Management
California
$3.09M -$367K -2,194 -11%
FSA
1364
Franklin Street Advisors
North Carolina
$3.09M -$107K -638 -3%
CG
1365
Castellan Group
Kentucky
$3.08M +$83.6K +500 +3%
GWMR
1366
GC Wealth Management RIA
Massachusetts
$3.07M +$28.3K +169 +0.9%
AB
1367
ANB Bank
Colorado
$3.07M +$3.68K +22 +0.1%
BCP
1368
Berkeley Capital Partners
Georgia
$3.07M +$98K +586 +3%
PAM
1369
Paradigm Asset Management
New York
$3.07M – – –
1WA
1370
180 Wealth Advisors
Washington
$3.06M -$55.5K -332 -2%
BFIC
1371
Bedell Frazier Investment Counselling
California
$3.06M +$43.5K +260 +1%
PGF
1372
Plan Group Financial
Oklahoma
$3.05M +$1.5M +8,944 +96%
P
1373
Pitcairn
Pennsylvania
$3.04M -$255K -1,527 -8%
RMAM
1374
Raab & Moskowitz Asset Management
New Jersey
$3.04M +$380K +2,272 +14%
PCA
1375
Pallas Capital Advisors
Massachusetts
$3.04M -$101K -601 -3%
53 54
55
56 57