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Chevron
CVX

Overview Fund Activity

3,249 hedge funds and large institutions have $217B invested in Chevron in 2023 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,457 increasing their positions, 1,275 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,249
Holders Change
-20
Holders Change %
-0.61%
% of All Funds
52%
Holding in Top 10
261
Holding in Top 10 Change
-91
Holding in Top 10 Change %
-25.85%
% of All Funds
4.18%
New
187
Increased
1,457
Reduced
1,275
Closed
137
Calls
$3.48B
Puts
$3.28B
Net Calls
+$192M
Net Calls Change
+$673M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$1.66B
2
Wells Fargo
Wells Fargo
California
+$460M
3
AS
Altshuler Shaham
Israel
+$390M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
5
Renaissance Technologies
Renaissance Technologies
New York
+$322M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$4.99B
2
Bank of America
Bank of America
North Carolina
-$840M
3
NEAM
New England Asset Management
Connecticut
-$715M
4
Capital International Investors
Capital International Investors
California
-$440M
5
Barclays
Barclays
United Kingdom
-$410M
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
1501
Pin Oak Investment Advisors
Texas
$2.17M -$37.5K -230 -2%
SF
1502
Symphony Financial
Texas
$2.16M +$165K +1,018 +8%
LSA
1503
Lion Street Advisors
Texas
$2.15M +$549K +3,363 +34%
SSI
1504
Scott & Selber Inc
Texas
$2.15M +$2.94K +18 +0.1%
SIA
1505
Schear Investment Advisers
Ohio
$2.14M -$14.4K -88 -0.7%
NME
1506
Notis-McConarty Edward
$2.14M -$28.6K -175 -1%
JSW
1507
Journey Strategic Wealth
New Jersey
$2.14M +$34.3K +210 +2%
VWM
1508
Venturi Wealth Management
Texas
$2.14M -$6.69K -41 -0.3%
SFG
1509
Summit Financial Group
West Virginia
$2.14M -$9.79K -60 -0.5%
FCA
1510
FinTrust Capital Advisors
South Carolina
$2.14M +$440K +2,500 +26%
TA
1511
TrueWealth Advisors
Alabama
$2.13M +$1.31K +8 +0.1%
JHCP
1512
Jackson Hole Capital Partners
Oklahoma
$2.13M +$1.01M +6,263 +90%
WA
1513
Waddell & Associates
Tennessee
$2.13M +$96.6K +592 +5%
GAMC
1514
Garner Asset Management Corp
Texas
$2.13M +$28.6K +175 +1%
WSCM
1515
Wellington Shields Capital Management
New York
$2.12M -$248K -19,402 -10%
CCMT
1516
CMT Capital Markets Trading
Germany
$2.12M +$2.12M +13,000 New
PCWA
1517
Pacific Capital Wealth Advisors
California
$2.12M – – –
BWM
1518
BerganKDV Wealth Management
Minnesota
$2.12M -$324K -1,987 -13%
TAM
1519
Taurus Asset Management
New York
$2.12M -$27.4K -168 -1%
SAM
1520
Secure Asset Management
Michigan
$2.11M +$92.5K +567 +5%
CCWA
1521
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.11M +$360K +2,208 +21%
SG
1522
Stonnington Group
California
$2.11M -$137K -796 -6%
FPAS
1523
Focus Partners Advisor Solutions
Missouri
$2.11M -$292K -1,792 -12%
AFS
1524
Aft Forsyth & Sober
Florida
$2.1M -$89.7K -550 -4%
MFG
1525
Magnus Financial Group
New York
$2.1M +$113K +695 +6%
59 60
61
62 63