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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 %
HRC
1426
Hoertkorn Richard Charles
$894K -$18.8K -259 -2%
Acadian Asset Management
1427
Acadian Asset Management
Massachusetts
$889K -$4.93K -68 -0.6%
FPCP
1428
Fort Point Capital Partners
California
$888K +$32.5K +448 +4%
AWA
1429
ARS Wealth Advisors
Florida
$887K -$121K -1,676 -12%
HCM
1430
Highlander Capital Management
New Jersey
$887K +$36.2K +500 +4%
SWA
1431
Sutton Wealth Advisors
Florida
$885K +$8.99K +124 +1%
MMG
1432
Monetary Management Group
Missouri
$884K -$179K -2,475 -17%
FFWA
1433
FRG Family Wealth Advisors
Washington
$881K -$174K -2,400 -16%
ACS
1434
Archford Capital Strategies
Illinois
$880K -$60.1K -830 -6%
RPSA
1435
Richard P. Slaughter Associates
Texas
$876K +$81.4K +1,123 +10%
SACTSONJ
1436
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$870K – – –
VST
1437
Van Strum & Towne
California
$868K +$36.2K +500 +4%
TCMG
1438
TSP Capital Management Group
New Jersey
$866K -$1.48M – –
JWCA
1439
J.W. Coons Advisors
Ohio
$865K +$865K +11,955 New
SDAM
1440
Shulman DeMeo Asset Management
New York
$863K -$8.26K -114 -0.9%
KJWM
1441
Kiley Juergens Wealth Management
Washington
$863K +$23.1K +319 +3%
WA
1442
Wealth Alliance
New York
$862K -$285K -3,927 -25%
DBIA
1443
Dumont & Blake Investment Advisors
New Jersey
$862K -$16.7K -230 -2%
CLOS
1444
Compagnie Lombard Odier SCmA
Switzerland
$859K +$86.3K +1,193 +11%
MAA
1445
Mraz Amerine & Associates
California
$854K -$9.64K -133 -1%
LOAMS
1446
Lombard Odier Asset Management (Switzerland)
Switzerland
$851K -$155K -2,145 -15%
TA
1447
Tiedemann Advisors
New York
$848K -$140K -1,929 -14%
REMPR
1448
Roof Eidam Maycock Peralta (REMP)
California
$846K +$36.2K +500 +4%
MPIA
1449
Mountain Pacific Investment Advisers
Idaho
$844K -$21.8K -300 -3%
PAS
1450
Partnervest Advisory Services
California
$843K +$262K +3,615 +45%
56 57
58
59 60