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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 %
IIC
1376
Ironwood Investment Counsel
Arizona
$972K +$40.2K +555 +4%
MIP
1377
Marietta Investment Partners
Wisconsin
$971K -$512K -7,065 -35%
CAN
1378
Claraphi Advisory Network
United States
$969K +$57.9K +799 +6%
TAM
1379
Tradition Asset Management
Virginia
$969K +$79.7K +1,100 +9%
WAP
1380
Wealthcare Advisory Partners
Pennsylvania
$967K +$34.3K +474 +4%
LS
1381
Leelyn Smith
Illinois
$965K +$167K +2,303 +21%
PCP
1382
Proficio Capital Partners
Massachusetts
$965K +$716K +7,715 +287%
OBGC
1383
O'Brien Greene & Co
Pennsylvania
$961K -$29.5K -407 -3%
BA
1384
Bennicas & Associates
California
$959K +$14.5K +200 +2%
SLG
1385
Stanley-Laman Group
Pennsylvania
$958K +$958K +13,215 New
AWM
1386
Altavista Wealth Management
North Carolina
$957K +$67.4K +930 +8%
PSF
1387
Pacific Sun Financial
California
$956K -$12.3K -170 -1%
QI
1388
Qtron Investments
Massachusetts
$956K +$138K +1,900 +17%
PCAP
1389
Pratt Collard Advisory Partners
New York
$956K +$146K +2,010 +18%
GC
1390
Gratus Capital
Georgia
$955K -$72.4K -999 -7%
CL
1391
CPWM LLC
Washington
$952K -$2.61K -36 -0.3%
RCM
1392
Radnor Capital Management
Pennsylvania
$951K +$14.5K +200 +2%
MCP
1393
Mirador Capital Partners
California
$950K -$1.32M -14,615 -58%
RAM
1394
Redmond Asset Management
Virginia
$950K -$23.8K -328 -2%
B
1395
Bailard
California
$946K -$306K -4,226 -24%
UH
1396
Unigestion Holding
Switzerland
$946K +$946K +13,057 New
AWA
1397
Arete Wealth Advisors
Illinois
$940K -$155K -2,140 -14%
ACM
1398
Allred Capital Management
Texas
$939K -$254K -3,511 -21%
RCA
1399
Ranch Capital Advisors
Florida
$939K -$11.9K -164 -1%
AFM
1400
Andesa Financial Management
Pennsylvania
$938K -$1.18M -16,277 -56%
54 55
56
57 58