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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 %
BWMG
1401
Barnes Wealth Management Group
California
$2.95M +$169K +1,011 +6%
MSK
1402
Melissa S. Kampmann
$2.95M +$22.6K +135 +0.8%
WA
1403
WP Advisors
California
$2.94M +$28.6K +171 +1%
HI
1404
Hudock Inc
Pennsylvania
$2.92M -$351K -2,101 -11%
BSA
1405
Bull Street Advisors
Georgia
$2.92M +$837 +5 +0%
IAS
1406
Investment Advisory Services
Texas
$2.92M +$19.1K +114 +0.7%
OPA
1407
Old Port Advisors
Maine
$2.92M +$35.5K +212 +1%
CA
1408
Continuum Advisory
Idaho
$2.92M +$84.1K +503 +3%
IJWM
1409
Inman Jager Wealth Management
Mississippi
$2.91M +$112K +671 +4%
FCG
1410
Fielder Capital Group
Tennessee
$2.89M +$836 +5 +0%
BOCM
1411
Bontempo Ohly Capital Management
Maryland
$2.89M +$182K +1,087 +7%
NC
1412
NovaPoint Capital
Georgia
$2.89M +$90.7K +542 +3%
OFS
1413
OneAscent Financial Services
Alabama
$2.89M +$1.95M +11,635 +210%
PL
1414
Perpetual Ltd
Australia
$2.88M – – –
SMC
1415
Smith, Moore & Co
Missouri
$2.87M -$279K -1,668 -9%
SW
1416
Simplicity Wealth
New Jersey
$2.87M +$1.85M +11,032 +180%
UF
1417
Univest Financial
Pennsylvania
$2.87M +$83.5K +499 +3%
GAG
1418
GM Advisory Group
New York
$2.87M -$413K -2,470 -13%
NAMA
1419
Nikko Asset Management Americas
New York
$2.86M -$522K -3,120 -15%
SF
1420
Slagle Financial
Illinois
$2.86M -$107K -637 -4%
WG
1421
Winton Group
United Kingdom
$2.85M -$2.85M -17,019 -50%
GW
1422
Griffith & Werner
Georgia
$2.85M +$234K +1,397 +9%
OAM
1423
Ostrum Asset Management
France
$2.85M +$89.8K +537 +3%
ARC
1424
Advisor Resource Council
Texas
$2.84M +$2.84M +17,319 New
WWM
1425
Western Wealth Management
Colorado
$2.84M -$62.9K -376 -2%
55 56
57
58 59