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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 %
SF
1776
Symphony Financial
Texas
$427K +$427K +5,937 New
NIC
1777
Northwest Investment Counselors
Oregon
$426K -$54.1K -748 -11%
MWM
1778
Merriman Wealth Management
Washington
$426K -$28.3K -391 -6%
PFA
1779
Pettinga Financial Advisors
Indiana
$425K -$7.6K -105 -2%
MCM
1780
McRae Capital Management
New Jersey
$424K +$202K +2,786 +91%
PCG
1781
Private Capital Group
Connecticut
$423K -$5.08K -70 -1%
RVPG
1782
Relative Value Partners Group
$422K +$1.81K +25 +0.4%
SFSG
1783
Sound Financial Strategies Group
Mississippi
$421K -$197K -2,718 -32%
EIA
1784
Edgemoor Investment Advisors
Maryland
$421K +$10.8K +149 +3%
OPA
1785
Old Port Advisors
Maine
$420K +$47.9K +662 +13%
TC
1786
Trust Company
Kansas
$419K -$3.56K -49 -0.8%
OI
1787
Oakbrook Investments
Illinois
$418K -$211K -2,907 -34%
LWP
1788
Legacy Wealth Partners
California
$418K +$418K +5,773 New
WBC
1789
West Branch Capital
Massachusetts
$417K -$14.9K -206 -3%
GSWM
1790
Golden State Wealth Management
California
$417K +$225K +3,106 +117%
CBA
1791
Coastal Bridge Advisors
Connecticut
$416K +$16.1K +222 +4%
TGAM
1792
TBH Global Asset Management
Tennessee
$415K -$28.1K -388 -6%
PTC
1793
Philadelphia Trust Company
Pennsylvania
$414K -$5.91M -81,626 -93%
GVAG
1794
Great Valley Advisor Group
Delaware
$414K -$298K -4,098 -42%
SIA
1795
Strategic Investment Advisors
Michigan
$413K -$90.1K -1,243 -18%
BA
1796
Birinyi Associates
Connecticut
$412K -$443K -6,120 -52%
FM
1797
Family Management
New York
$412K -$40.5K -558 -9%
BCM
1798
Bluefin Capital Management
New York
$411K -$4.87M -67,189 -92%
VCM
1799
Versant Capital Management
Arizona
$409K +$3.54K +49 +0.9%
TIA
1800
Traphagen Investment Advisors
New Jersey
$408K +$1.23K +17 +0.3%
70 71
72
73 74