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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 %
SIG
1751
Sargent Investment Group
Maryland
$456K -$42.4K -585 -9%
HFA
1752
HC Financial Advisors
California
$456K -$33K -455 -7%
BS
1753
Bessemer Securities
New York
$453K +$50.7K +700 +13%
NIA
1754
Northstar Investment Advisors
Colorado
$452K -$210K -2,902 -32%
CCM
1755
Canal Capital Management
Virginia
$452K -$12.5K -172 -3%
JFA
1756
Johanson Financial Advisors
California
$450K -$101M -1,392,928 -100%
GAB
1757
German American Bancorp
Indiana
$450K -$791K -10,900 -64%
VWM
1758
Vigilare Wealth Management
Arizona
$450K -$247K -3,409 -35%
JLBC
1759
J.L. Bainbridge & Co
Florida
$449K +$8.56K +118 +2%
STA
1760
Summit Trail Advisors
New York
$449K +$449K +6,197 New
FCA
1761
FinTrust Capital Advisors
South Carolina
$447K -$60.2K -830 -12%
JWM
1762
JGP Wealth Management
Oregon
$446K -$59.5K -692 -12%
AFS
1763
Axiom Financial Strategies
Indiana
$441K +$441K +6,084 New
MGIA
1764
Moneta Group Investment Advisors
Missouri
$440K -$149K -2,052 -25%
KC
1765
Kingfisher Capital
North Carolina
$440K -$10.5K -145 -2%
WC
1766
Woodstock Corp
Massachusetts
$438K +$16.7K +230 +4%
RHJA
1767
Rice Hall James & Associates
California
$436K +$25.4K +350 +6%
CI
1768
Clal Insurance
Israel
$435K +$435K +6,000 New
ARMT
1769
Amica Retiree Medical Trust
Rhode Island
$433K -$186K -2,565 -30%
CCG
1770
Ceeto Capital Group
Florida
$430K -$204K -2,817 -32%
FCMC
1771
Founders Capital Management (Connecticut)
Connecticut
$430K – – –
ONST
1772
Old North State Trust
North Carolina
$430K +$1.74K +24 +0.4%
WFM
1773
Wolff Financial Management
Michigan
$430K +$191K +2,638 +80%
GWM
1774
Gray Wealth Management
Maine
$430K +$430K +5,914 New
SGA
1775
Strategic Global Advisors
California
$428K -$53.1K -733 -11%
69 70
71
72 73