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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 %
BWM
1501
BKM Wealth Management
Wisconsin
$2.54M +$159K +948 +7%
JEST
1502
JTC Employer Solutions Trustee
Jersey
$2.54M – – –
PWA
1503
Providence Wealth Advisors
Illinois
$2.54M +$171K +1,022 +7%
SLFPAM
1504
St. Louis Financial Planners Asset Management
Missouri
$2.53M +$2.53M +15,151 New
EI
1505
EDMP Inc
Florida
$2.53M +$167 +1 +0%
TAM
1506
Todd Asset Management
Kentucky
$2.53M +$108K +648 +4%
IIA
1507
ICW Investment Advisors
Arizona
$2.53M +$21.6K +129 +0.9%
ST
1508
Somerset Trust
Pennsylvania
$2.53M +$60.9K +364 +2%
VA
1509
Valmark Advisers
Ohio
$2.53M -$220K -1,313 -8%
ALC
1510
Alexander Labrunerie & Co
Missouri
$2.52M -$12.9K -77 -0.5%
SIAG
1511
Signet Investment Advisory Group
Rhode Island
$2.52M +$71.9K +430 +3%
NDSI
1512
Newman Dignan & Sheerar Inc
Rhode Island
$2.52M +$9.54K +57 +0.4%
KWMG
1513
King Wealth Management Group
Florida
$2.52M +$248K +1,481 +11%
LA
1514
Lindenwold Advisors
Pennsylvania
$2.52M -$61.7K -369 -2%
GFP
1515
Gryphon Financial Partners
Ohio
$2.52M +$62.9K +376 +3%
DA
1516
Dover Advisors
Virginia
$2.51M +$154K +919 +7%
TWM
1517
Trueblood Wealth Management
Ohio
$2.51M -$59.9K -358 -2%
FPCP
1518
Fort Point Capital Partners
California
$2.51M -$85.5K -511 -3%
JWM
1519
Jeppson Wealth Management
California
$2.51M -$73.9K -442 -3%
AL
1520
Aspiriant LLC
California
$2.51M -$123K -737 -5%
DJSG
1521
D.J. St. Germain
Massachusetts
$2.5M -$944K -5,640 -27%
ATC
1522
Adirondack Trust Company
New York
$2.5M -$65.7K -393 -3%
GC
1523
Guardian Capital
Ontario, Canada
$2.5M – – –
IPW
1524
Inlet Private Wealth
Florida
$2.5M -$33.5K -200 -1%
PFBT
1525
Parkside Financial Bank & Trust
Missouri
$2.5M -$51.9K -310 -2%
59 60
61
62 63