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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 %
KA
1701
Kozak & Associates
Colorado
$1.65M -$6.2K -38 -0.4%
DBRC
1702
D.B. Root & Company
Pennsylvania
$1.65M +$63K +386 +4%
AA
1703
Apriem Advisors
California
$1.65M +$309K +1,894 +23%
BTWM
1704
Baker Tilly Wealth Management
Wisconsin
$1.64M -$235K -1,441 -13%
AFP
1705
Ausdal Financial Partners
Iowa
$1.64M -$1.31K -8 -0.1%
BOC
1706
Barbara Oil Co
Illinois
$1.63M – – –
QCM
1707
Qsemble Capital Management
New York
$1.63M +$1.63M +10,000 New
CFA
1708
Cahill Financial Advisors
Minnesota
$1.63M +$10.1K +62 +0.6%
MFG
1709
Menard Financial Group
Texas
$1.63M +$160K +979 +11%
BCM
1710
Bourgeon Capital Management
Connecticut
$1.62M +$18.8K +115 +1%
CRI
1711
Colonial River Investments
Virginia
$1.62M +$93.7K +574 +6%
HIP
1712
Harrell Investment Partners
Texas
$1.62M +$2.64K +15 +0.2%
FRA
1713
Front Row Advisors
California
$1.62M – – –
PMA
1714
Prudent Man Advisors
Illinois
$1.62M -$32.3K -198 -2%
CCM
1715
Cox Capital Management
Massachusetts
$1.62M -$30.7K -188 -2%
EWA
1716
Etesian Wealth Advisors
Oregon
$1.61M +$6.04K +37 +0.4%
FFWA
1717
FRG Family Wealth Advisors
Washington
$1.61M +$40.8K +250 +3%
RWP
1718
RWA Wealth Partners
Massachusetts
$1.61M +$39.2K +240 +2%
DAM
1719
Doheny Asset Management
California
$1.61M +$317K +1,944 +25%
BFA
1720
Beaumont Financial Advisors
Massachusetts
$1.61M -$54.8K -336 -3%
FWA
1721
FOCUS Wealth Advisors
Texas
$1.6M +$81.9K +502 +5%
KLCM
1722
KG&L Capital Management
Louisiana
$1.59M +$428K +2,624 +37%
FTC
1723
Farmers Trust Company
Ohio
$1.59M -$16.3K -100 -1%
TF
1724
Tompkins Financial
New York
$1.59M -$32.6K -200 -2%
CC
1725
Chicago Capital
Illinois
$1.59M +$4.24K +26 +0.3%
67 68
69
70 71