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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 %
FWM
1451
Finer Wealth Management
Massachusetts
$2.7M +$110K +658 +4%
TPI
1452
Trust Point Inc
Wisconsin
$2.69M -$451K -2,697 -14%
PDL
1453
Portfolio Design Labs
California
$2.69M +$698K +4,174 +35%
NCFG
1454
New Century Financial Group
New Jersey
$2.68M -$306K -1,827 -10%
PCP
1455
Proficio Capital Partners
Massachusetts
$2.68M +$1.7M +10,161 +174%
IR
1456
IAT Reinsurance
New York
$2.68M – – –
TSWM
1457
Triangle Securities Wealth Management
North Carolina
$2.68M -$39.1K -234 -1%
A
1458
AlphaQuest
New York
$2.67M +$2.67M +15,936 +1,593,600%
CCA
1459
Catalyst Capital Advisors
New York
$2.67M -$11.9K -71 -0.4%
AWC
1460
Abundance Wealth Counselors
Pennsylvania
$2.66M +$174K +1,049 +7%
PCMF
1461
Private Capital Management (Florida)
Florida
$2.66M -$406K -2,424 -13%
JIC
1462
Joel Isaacson & Co
New York
$2.66M +$78.5K +469 +3%
PIM
1463
Pullen Investment Management
Florida
$2.65M -$104K -622 -4%
ACS
1464
Archford Capital Strategies
Illinois
$2.65M +$791K +4,727 +43%
TA
1465
TKG Advisors
Indiana
$2.65M -$38.6K -231 -1%
GAM
1466
Grandview Asset Management
Pennsylvania
$2.64M +$90.2K +539 +4%
FG
1467
Fiduciary Group
Georgia
$2.64M -$27.1K -162 -1%
BMWM
1468
Brown Miller Wealth Management
Virginia
$2.64M +$518K +3,098 +24%
CPSAC
1469
Chas P. Smith & Associates (CPS)
Florida
$2.63M -$165K -984 -6%
IIC
1470
Ironwood Investment Counsel
Arizona
$2.63M -$270K -1,613 -9%
PPA
1471
Painted Porch Advisors
California
$2.63M -$305K -1,825 -10%
EAM
1472
Evanson Asset Management
California
$2.62M -$73.6K -440 -3%
STAS
1473
Strong Tower Advisory Services
Minnesota
$2.62M +$899K +6,416 +52%
CGL
1474
Clarius Group LLC
Washington
$2.62M +$453K +2,710 +21%
BLC
1475
Brown, Lisle/Cummings
Rhode Island
$2.62M +$271K +1,619 +12%
57 58
59
60 61