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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 %
PMFA
1501
Plante Moran Financial Advisors
Michigan
$767K +$57K +787 +8%
PB
1502
Pinnacle Bancorp
Nebraska
$766K -$7.25K -100 -0.9%
CFG
1503
Cooper Financial Group
California
$765K +$562K +7,758 +278%
AI
1504
ArchPoint Investors
Florida
$764K +$343K +4,735 +81%
SIM
1505
Stratos Investment Management
Ohio
$763K +$253K +3,491 +50%
KWM
1506
Keebeck Wealth Management
Illinois
$763K +$451K +6,222 +144%
ABTD
1507
Arvest Bank Trust Division
Oklahoma
$761K -$8.11M -112,031 -91%
GG
1508
Gleason Group
Kentucky
$760K +$76.9K +1,062 +11%
TWM
1509
Titus Wealth Management
California
$756K +$57.1K +788 +8%
FNBSF
1510
First National Bank Sioux Falls
South Dakota
$755K – – –
PFA
1511
Paradigm Financial Advisors
Missouri
$755K +$17.5K +242 +2%
JIC
1512
Joel Isaacson & Co
New York
$752K -$152K -2,097 -17%
CCM
1513
Chilton Capital Management
Texas
$752K -$36.3K -501 -5%
MCA
1514
Magnolia Capital Advisors
Mississippi
$752K +$8.05K +111 +1%
RHP
1515
Royal Harbor Partners
Texas
$752K +$752K +10,382 New
PTP
1516
Platform Technology Partners
New York
$751K +$270K +3,735 +56%
GIA
1517
Gladstone Institutional Advisory
Florida
$751K +$491K +6,767 +188%
ADBIC
1518
A.D. Beadell Investment Counsel
Wisconsin
$749K -$5.43K -75 -0.7%
GAMC
1519
Garner Asset Management Corp
Texas
$748K -$113K -1,562 -13%
JFGLC
1520
Johnson Financial Group LLC (Colorado)
Colorado
$745K -$1.09K -15 -0.1%
SIAP
1521
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$745K +$554K +7,657 +291%
DAM
1522
Delta Asset Management
Tennessee
$744K -$20.9K -289 -3%
JWA
1523
JFS Wealth Advisors
Pennsylvania
$742K +$43.7K +603 +6%
CC
1524
Chicago Capital
Illinois
$741K -$201K -2,775 -21%
PGWM
1525
Parisi Gray Wealth Management
New Jersey
$741K -$4.35K -60 -0.6%
59 60
61
62 63