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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 %
VST
1576
Van Strum & Towne
California
$1.95M – – –
MTIC
1577
Missouri Trust & Investment Company
Missouri
$1.95M +$63.3K +388 +3%
TPA
1578
Trivium Point Advisory
Connecticut
$1.95M +$9.46K +58 +0.5%
CFG
1579
Cooper Financial Group
California
$1.95M +$235K +1,443 +14%
AW
1580
Alaethes Wealth
Nevada
$1.95M +$133K +814 +7%
HCM
1581
Highlander Capital Management
New Jersey
$1.95M -$9.47K -58 -0.5%
4WM
1582
44 Wealth Management
Oregon
$1.94M -$97.2K -596 -5%
DRS
1583
Deane Retirement Strategies
Louisiana
$1.94M +$7.67K +47 +0.4%
UCI
1584
Uncommon Cents Investing
Wisconsin
$1.93M -$35.1K -215 -2%
SAM
1585
Sabadell Asset Management
Spain
$1.92M – – –
WPA
1586
West Paces Advisors
Georgia
$1.92M +$62.3K +382 +3%
TCM
1587
Teza Capital Management
Illinois
$1.92M +$1.92M +11,786 New
PSCM
1588
Per Stirling Capital Management
Texas
$1.92M -$141K -865 -7%
SAM
1589
Smithbridge Asset Management
Pennsylvania
$1.92M -$17.5K -107 -0.9%
LFA
1590
Legacy Financial Advisors
Kentucky
$1.92M +$159K +972 +9%
BMWM
1591
Brown Miller Wealth Management
Virginia
$1.91M +$25.3K +155 +1%
NCM
1592
Neumann Capital Management
California
$1.91M -$16.3K -100 -0.8%
BBNA
1593
Bremer Bank National Association
Minnesota
$1.91M +$23.2K +142 +1%
BFW
1594
Brady Family Wealth
Missouri
$1.9M +$206K +1,265 +12%
CPIA
1595
Cornell Pochily Investment Advisors
New York
$1.9M +$46.5K +285 +3%
WA
1596
Wealth Alliance
New York
$1.9M +$36.4K +223 +2%
ADIM
1597
Alpha DNA Investment Management
Maryland
$1.9M +$185K +1,133 +11%
CSC
1598
Caldwell Sutter Capital
California
$1.89M +$304K +1,863 +19%
OPCM
1599
Osborne Partners Capital Management
California
$1.89M +$17.9K +110 +1%
OA
1600
Oxbow Advisors
Texas
$1.89M -$201K -1,231 -10%
62 63
64
65 66