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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 %
FAN
1476
Financial Advisors Network
California
$800K -$15.7K -216 -2%
CPO
1477
Cerity Partners OCIO
New York
$799K +$24.3K +335 +3%
AIM
1478
Aigen Investment Management
New York
$799K +$799K +11,023 New
SA
1479
Strategic Advisors
New York
$798K +$798K +9,281 New
VCP
1480
Verus Capital Partners
Arizona
$796K +$149K +2,058 +23%
AFIA
1481
America First Investment Advisors
Nebraska
$796K +$451K +6,226 +131%
FPS
1482
Fieldpoint Private Securities
Connecticut
$792K +$9.28K +128 +1%
GC
1483
Guardian Capital
Ontario, Canada
$791K -$196K -2,700 -20%
FWP
1484
FAS Wealth Partners
Kansas
$791K +$14.7K +203 +2%
JMFC
1485
J.M. Forbes & Co
Massachusetts
$790K +$42K +580 +6%
ACA
1486
Affinity Capital Advisors
California
$788K -$62.3K -714 -7%
FCCM
1487
First City Capital Management
Georgia
$787K -$60.1K -830 -7%
MC
1488
Miles Capital
Iowa
$785K -$44.2K -609 -5%
FA
1489
Fagan Associates
New York
$784K +$15K +207 +2%
BRM
1490
Boston Research & Management
Massachusetts
$784K +$28.8K +398 +4%
SFG
1491
SevenBridge Financial Group
Pennsylvania
$782K +$180K +2,482 +30%
CF
1492
Centaurus Financial
California
$780K -$688K -9,501 -47%
SBWIC
1493
Schaper Benz & Wise Investment Counsel
Wisconsin
$779K +$609K +8,395 +357%
FTC
1494
Farmers Trust Company
Ohio
$778K -$15.3K -211 -2%
EF
1495
Empirical Finance
Pennsylvania
$778K +$284K +3,917 +57%
ITIM
1496
Indiana Trust & Investment Management
Indiana
$776K +$17.7K +244 +2%
ATWA
1497
Arbor Trust Wealth Advisors
Michigan
$772K -$218 -3 -0%
NS
1498
NewDay Solutions
New Hampshire
$771K – – –
MCA
1499
Mercer Capital Advisers
New Jersey
$768K -$30.9K -426 -4%
BWM
1500
Bernicke Wealth Management
Wisconsin
$768K +$113K +1,555 +17%
58 59
60
61 62