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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 %
WPP
1551
Whalerock Point Partners
Rhode Island
$709K -$85.9K -1,186 -11%
MWM
1552
Madison Wealth Management
Ohio
$709K -$65.2K -900 -8%
Kovitz Investment Group Partners
1553
Kovitz Investment Group Partners
Illinois
$708K -$55.3K -764 -7%
ACA
1554
Ackerman Capital Advisors
Texas
$708K -$44K -607 -6%
SC
1555
Sawyer & Company
Massachusetts
$708K +$94.9K +1,310 +15%
BPM
1556
Bowling Portfolio Management
Ohio
$707K -$80.5K -1,110 -10%
AF
1557
Aldebaran Financial
$707K +$17.5K +241 +3%
EWF
1558
Epstein & White Financial
California
$707K +$33.8K +463 +5%
WWM
1559
Windsor Wealth Management
Indiana
$705K -$73.8K -1,018 -9%
BAS
1560
Brown Advisory Securities
Maryland
$704K -$301K -3,765 -30%
NB
1561
Northwest Bancshares
Pennsylvania
$702K -$86.4K -1,193 -11%
RSWM
1562
Robertson Stephens Wealth Management
California
$702K +$309K +4,269 +79%
MFG
1563
Merit Financial Group
Georgia
$700K +$36.9K +509 +6%
KIC
1564
Keating Investment Counselors
Florida
$699K +$36.2K +500 +5%
KFGK
1565
Keystone Financial Group (Kentucky)
Kentucky
$698K -$101K -1,397 -13%
BW
1566
Bison Wealth
Georgia
$697K -$110K -1,515 -14%
IWP
1567
IAG Wealth Partners
Wisconsin
$696K -$22.8K -315 -3%
GI
1568
Glovista Investments
New Jersey
$696K +$696K +9,600 New
S
1569
SignatureFD
Georgia
$695K -$412K -5,685 -37%
RDWM
1570
Red Door Wealth Management
Tennessee
$694K +$186K +2,569 +37%
DJSG
1571
D.J. St. Germain
Massachusetts
$692K -$532K -7,346 -43%
BOM
1572
Bank of Marin
California
$692K -$238K -3,286 -26%
DWA
1573
Divergent Wealth Advisors
Utah
$692K +$692K +9,552 New
BMC
1574
Benin Management Corp
Connecticut
$691K +$6.16K +85 +0.9%
CA
1575
Claro Advisors
Massachusetts
$691K +$33.7K +465 +5%
61 62
63
64 65