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Chevron
CVX

Overview Fund Activity

2,584 hedge funds and large institutions have $151B invested in Chevron in 2019 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 1,020 increasing their positions, 1,019 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,584
Holders Change
+201
Holders Change %
+8.43%
% of All Funds
51.03%
Holding in Top 10
109
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-15.5%
% of All Funds
2.15%
New
310
Increased
1,020
Reduced
1,019
Closed
70
Calls
$1.81B
Puts
$1.72B
Net Calls
+$94M
Net Calls Change
-$308M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$254M
2
Deutsche Bank
Deutsche Bank
Germany
+$214M
3
State Street
State Street
Massachusetts
+$200M
4
Capital International Investors
Capital International Investors
California
+$172M
5
Renaissance Technologies
Renaissance Technologies
New York
+$147M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$588M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$456M
3
BlackRock
BlackRock
New York
-$437M
4
Boston Partners
Boston Partners
Massachusetts
-$266M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
1626
Gleason Group
Kentucky
$1.14M +$1.14M +9,433 New
WANY
1627
Wealthspire Advisors (New York)
New York
$1.14M +$228K +1,890 +25%
ADL
1628
Asset Dedication LLC
California
$1.14M -$37.4K -310 -3%
CC
1629
Cornerstone Capital
California
$1.14M -$10.2K -85 -0.9%
BCP
1630
Blackhawk Capital Partners
Wisconsin
$1.13M – – –
CPA
1631
Clear Perspective Advisors
Illinois
$1.13M +$13.3K +110 +1%
WCM
1632
Windsor Capital Management
Arizona
$1.13M -$35.3K -293 -3%
EWP
1633
Engrave Wealth Partners
Texas
$1.12M +$1.12M +9,327 New
AFA
1634
Abacus FCF Advisors
Florida
$1.12M -$26K -216 -2%
DBRC
1635
D.B. Root & Company
Pennsylvania
$1.12M -$18.4K -153 -2%
BPA
1636
Beacon Pointe Advisors
California
$1.11M +$280K +2,324 +34%
EWF
1637
Epstein & White Financial
California
$1.11M +$51K +423 +5%
SWM
1638
Sugarloaf Wealth Management
Georgia
$1.11M +$1.11M +9,201 New
SSWM
1639
Sheets Smith Wealth Management
North Carolina
$1.1M -$984K -8,171 -47%
BI
1640
Bredin Investment
Delaware
$1.1M – – –
MFG
1641
Merit Financial Group
Georgia
$1.1M +$1.1M +9,157 New
KIC
1642
Keating Investment Counselors
Florida
$1.1M -$60.3K -500 -5%
THWM
1643
Taylor Hoffman Wealth Management
Virginia
$1.1M – – –
NIA
1644
Northstar Investment Advisors
Colorado
$1.1M – – –
WCAMG
1645
Woodard & Company Asset Management Group
North Carolina
$1.1M +$131K +1,091 +14%
AIM
1646
Artemis Investment Management
United Kingdom
$1.1M – – –
RFM
1647
Royal Fund Management
Florida
$1.09M -$127K -1,058 -10%
CA
1648
Claro Advisors
Massachusetts
$1.09M +$3.86K +32 +0.4%
BWM
1649
Bernicke Wealth Management
Wisconsin
$1.09M +$62.6K +520 +6%
IDBONY
1650
Israel Discount Bank of New York
New York
$1.09M +$109K +901 +11%
64 65
66
67 68