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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 %
OFG
1676
OmniStar Financial Group
North Carolina
$533K +$533K +7,352 New
AP
1677
Appleton Partners
Massachusetts
$527K -$32.7K -451 -6%
CHA
1678
Cooper/Haims Advisors
New York
$527K -$6.74K -93 -1%
BFA
1679
Brendel Financial Advisors
New Hampshire
$526K – – –
RSC
1680
Red Spruce Capital
Pennsylvania
$526K +$526K +7,263 New
BHC
1681
Bowen Hanes & Co
Florida
$525K -$1.58M -21,740 -75%
RWP
1682
RWA Wealth Partners
Massachusetts
$525K -$180K -2,478 -25%
PPW
1683
Parcion Private Wealth
Washington
$524K -$1.81M -24,985 -78%
BWP
1684
Baldwin Wealth Partners
Massachusetts
$524K -$123K -1,690 -19%
SIC
1685
SFE Investment Counsel
California
$522K -$18.1K -250 -3%
DE
1686
Day & Ennis
Georgia
$520K -$45.5K -629 -8%
AA
1687
AF Advisors
California
$520K – – –
SMFS
1688
Squar Milner Financial Services
California
$519K +$81.8K +1,129 +19%
THWM
1689
Taylor Hoffman Wealth Management
Virginia
$518K -$145K -2,000 -22%
AWM
1690
Aberdeen Wealth Management
Illinois
$518K +$580 +8 +0.1%
MCCP
1691
Mission Creek Capital Partners
California
$518K +$11.5K +158 +2%
OFS
1692
Orrstown Financial Services
Pennsylvania
$516K -$26.9K -371 -5%
TLP
1693
Trinity Legacy Partners
Texas
$515K -$2.08M -27,302 -80%
EGA
1694
E&G Advisors
Texas
$515K -$15.1K -208 -3%
PP
1695
PagnatoKarp Partners
Virginia
$515K +$153K +2,113 +42%
TF
1696
Tompkins Financial
New York
$514K -$13.2K -182 -3%
ER
1697
Enlightenment Research
Florida
$514K +$514K +5,502 New
BHTS
1698
Bar Harbor Trust Services
Maine
$513K -$83.9K -1,159 -14%
SJIM
1699
St. Johns Investment Management
Florida
$513K -$82.2K -1,133 -14%
HDIM
1700
Hanson & Doremus Investment Management
Vermont
$511K +$21.2K +293 +4%
66 67
68
69 70