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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 %
ADL
1476
Asset Dedication LLC
California
$2.61M -$219K -1,309 -8%
TAIM
1477
Te Ahumairangi Investment Management
New Zealand
$2.61M -$268K -1,600 -9%
RRA
1478
Round Rock Advisors
Connecticut
$2.6M +$147K +881 +6%
PWAM
1479
Papamarkou Wellner Asset Management
New York
$2.6M +$56K +335 +2%
FMI
1480
Factory Mutual Insurance
Massachusetts
$2.6M -$21.6M -129,000 -89%
DC
1481
DeDora Capital
California
$2.6M -$42.7K -255 -2%
BCA
1482
Bay Colony Advisors
Massachusetts
$2.6M -$30.6K -184 -1%
SG
1483
Somerset Group
Minnesota
$2.6M – – –
MSFS
1484
Main Street Financial Solutions
Pennsylvania
$2.59M +$1.14M +6,794 +78%
CAC
1485
Certified Advisory Corp
Florida
$2.59M -$59.9K -358 -2%
GCA
1486
Greenwood Capital Associates
South Carolina
$2.59M +$160K +959 +7%
CIM
1487
Corda Investment Management
Texas
$2.59M +$278K +1,664 +12%
DIP
1488
DT Investment Partners
Pennsylvania
$2.58M -$208K -1,245 -7%
AWM
1489
Aviso Wealth Management
Washington
$2.58M +$261K +1,561 +11%
CSI
1490
Clark & Stuart Inc
Maine
$2.58M – – –
ATWA
1491
Arbor Trust Wealth Advisors
Michigan
$2.58M +$76.4K +457 +3%
AIM
1492
AHL Investment Management
Florida
$2.58M -$34.3K -205 -1%
PWAM
1493
Pinnacle West Asset Management
Wyoming
$2.58M +$28.4K +170 +1%
CT
1494
Clearstead Trust
Maine
$2.57M -$28.6K -171 -1%
CPIG
1495
Chicago Partners Investment Group
Illinois
$2.56M +$175K +1,289 +7%
SAG
1496
SageView Advisory Group
California
$2.56M +$114K +683 +5%
WA
1497
WealthTrust Axiom
Pennsylvania
$2.55M -$10.9K -65 -0.4%
WE
1498
Wealth Effects
Massachusetts
$2.55M -$9.2K -55 -0.4%
OBGC
1499
O'Brien Greene & Co
Pennsylvania
$2.55M -$502 -3 -0%
ICP
1500
Impact Capital Partners
Colorado
$2.55M +$1.58M +9,473 +165%
58 59
60
61 62