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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 %
TCOO
1376
Trust Company of Oklahoma
Oklahoma
$2.6M -$12.7K -78 -0.5%
EAM
1377
Evanson Asset Management
California
$2.59M -$2.28K -14 -0.1%
DIM
1378
Delta Investment Management
California
$2.59M +$64K +392 +3%
CST
1379
Charles Schwab Trust
Nevada
$2.59M -$217K -1,331 -8%
AMBIA
1380
Allen Mooney & Barnes Investment Advisors
Georgia
$2.58M -$144K -883 -5%
NF
1381
Nvest Financial
New Hampshire
$2.58M +$74.1K +454 +3%
CI
1382
CX Institutional
Indiana
$2.58M -$11.3K -67 -0.4%
SI
1383
Saxon Interests
Texas
$2.57M -$234K -1,435 -8%
PBC
1384
Pavion Blue Capital
California
$2.57M -$379K -2,325 -13%
ATC
1385
Adirondack Trust Company
New York
$2.57M -$32.8K -201 -1%
EHWM
1386
Eads & Heald Wealth Management
Georgia
$2.56M +$66.9K +410 +3%
LFA
1387
LGT Financial Advisors
Texas
$2.56M +$410K +2,511 +19%
IIL
1388
Insight Inv LLC
California
$2.56M +$30.2K +185 +1%
DFA
1389
Delta Financial Advisors
Louisiana
$2.55M -$34.4K -211 -1%
IIC
1390
Ironwood Investment Counsel
Arizona
$2.55M +$167K +1,021 +7%
MCM
1391
Mitchell Capital Management
Kansas
$2.55M -$2.24M -13,737 -47%
BA
1392
Bristlecone Advisors
Washington
$2.55M -$144K -885 -5%
PCFFS
1393
Pacific Center for Financial Services
California
$2.54M +$2.54M +15,576 New
CCM
1394
Chilton Capital Management
Texas
$2.54M -$32K -196 -1%
NPT
1395
Nixon Peabody Trust
Massachusetts
$2.54M +$250K +1,534 +11%
EM
1396
Excalibur Management
Massachusetts
$2.54M -$8.97K -55 -0.4%
MIP
1397
Marietta Investment Partners
Wisconsin
$2.54M -$6.85K -42 -0.3%
TCA
1398
Trifecta Capital Advisors
Illinois
$2.53M +$233K +1,430 +10%
FAM
1399
Formidable Asset Management
Ohio
$2.53M -$279K -1,649 -10%
LPAM
1400
Lodestar Private Asset Management
California
$2.52M -$40.3K -247 -2%
54 55
56
57 58