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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 %
CWA
1601
Clarus Wealth Advisors
Arizona
$652K -$7.51K -100 -1%
QOP
1602
Quinn Opportunity Partners
Virginia
$652K +$652K +9,000 New
OCG
1603
Opus Capital Group
Ohio
$651K +$33.2K +458 +5%
CCM
1604
Chickasaw Capital Management
Tennessee
$650K -$37K -511 -5%
TFS
1605
TrustCore Financial Services
Tennessee
$650K +$124K +1,714 +24%
GTAM
1606
Global Trust Asset Management
Florida
$648K -$32K -445 -5%
FFN
1607
Focus Financial Network
Minnesota
$647K -$212K -2,920 -25%
BWAM
1608
Boyd Watterson Asset Management
Ohio
$646K +$131K +1,809 +25%
CG
1609
CFO4Life Group
Texas
$644K +$19.2K +265 +3%
BFA
1610
Beaumont Financial Advisors
Massachusetts
$643K +$72K +994 +13%
SIA
1611
Soltis Investment Advisors
Utah
$641K +$378K +5,218 +144%
PWAG
1612
Polaris Wealth Advisory Group
California
$638K -$13.9K -192 -2%
SC
1613
Searle & Co
Connecticut
$638K +$125K +1,724 +24%
DS
1614
DRW Securities
Illinois
$638K +$311K +4,305 +95%
CPIA
1615
Cornell Pochily Investment Advisors
New York
$637K -$10.6K -147 -2%
AA
1616
Apriem Advisors
California
$637K -$7.1K -98 -1%
APW
1617
Aurora Private Wealth
New Jersey
$635K +$341K +4,700 +116%
NQWM
1618
Northwest Quadrant Wealth Management
Oregon
$634K +$26.5K +286 +4%
SRSA
1619
S.R. Schill & Associates
Washington
$631K +$300K +4,143 +91%
QCG
1620
Quadrant Capital Group
Ohio
$626K -$712K -9,857 -53%
NGA
1621
Naples Global Advisors
Florida
$623K +$71.6K +989 +13%
CWS
1622
Cypress Wealth Services
California
$620K -$1.5M -20,747 -71%
SAG
1623
Spotlight Asset Group
Illinois
$618K -$57.7K -796 -9%
VRM
1624
Vectors Research Management
New York
$616K +$2.1K +29 +0.3%
POIA
1625
Pin Oak Investment Advisors
Texas
$615K -$2.61K -36 -0.4%
63 64
65
66 67