CVX icon

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 %
KIA
1726
Knollwood Investment Advisory
Maryland
$1.59M +$662K +4,055 +72%
HPG
1727
Harvest Portfolios Group
Ontario, Canada
$1.58M -$51.2K -314 -3%
VCM
1728
Virtue Capital Management
Tennessee
$1.58M +$74.5K +449 +5%
MF
1729
Magnetar Financial
Illinois
$1.58M +$1.58M +9,675 New
SWM
1730
Silverlake Wealth Management
Vermont
$1.58M -$88.4K -542 -5%
CAS
1731
Coppell Advisory Solutions
Texas
$1.57M -$286K -1,761 -15%
CASC
1732
Coppell Advisory Solutions Corp
Texas
$1.57M -$286K -1,761 -15%
CAM
1733
Covenant Asset Management
New Jersey
$1.57M +$230K +1,410 +17%
HNWAG
1734
High Net Worth Advisory Group
Florida
$1.56M -$10.8K -66 -0.7%
HSWM
1735
Hubbell Strickland Wealth Management
Louisiana
$1.56M -$159K -977 -9%
GC
1736
Guardian Capital
Ontario, Canada
$1.56M -$68.2K -418 -4%
MWAM
1737
Manhattan West Asset Management
California
$1.55M +$120K +733 +8%
AFG
1738
AFS Financial Group
Maryland
$1.55M -$7.02K -43 -0.5%
NP
1739
Nilsine Partners
Colorado
$1.55M +$1.55M +9,487 New
LB
1740
Legacy Bridge
Iowa
$1.55M +$42.4K +260 +3%
Fiera Capital (Canada)
1741
Fiera Capital (Canada)
Quebec, Canada
$1.55M -$477K -2,923 -24%
IIM
1742
InTrack Investment Management
Vermont
$1.54M +$481K +2,846 +45%
TWM
1743
Tradition Wealth Management
Minnesota
$1.54M +$68.5K +420 +5%
KCG
1744
Kinsale Capital Group
Virginia
$1.54M +$784K +4,804 +104%
HWA
1745
Heritage Wealth Advisors
Virginia
$1.53M +$25.8K +158 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1746
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.53M -$41.1M -251,806 -96%
KIG
1747
Kowal Investment Group
Wisconsin
$1.53M +$78.8K +483 +5%
FSCM
1748
Front Street Capital Management
Montana
$1.53M +$2.12K +13 +0.1%
MCM
1749
McKinley Capital Management
Alaska
$1.53M -$48.3K -296 -3%
WI
1750
Wintrust Investments
Illinois
$1.52M +$14K +86 +0.9%
68 69
70
71 72