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Chevron
CVX

Overview Fund Activity

2,390 hedge funds and large institutions have $158B invested in Chevron in 2019 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,118 increasing their positions, 908 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,390
Holders Change
-2
Holders Change %
-0.08%
% of All Funds
51.99%
Holding in Top 10
165
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-9.84%
% of All Funds
3.59%
New
114
Increased
1,118
Reduced
908
Closed
83
Calls
$1.62B
Puts
$1.36B
Net Calls
+$262M
Net Calls Change
-$113M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.77B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.1B
3
BlackRock
BlackRock
New York
+$548M
4
Invesco
Invesco
Georgia
+$528M
5
Franklin Resources
Franklin Resources
California
+$239M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$850M
2
Capital World Investors
Capital World Investors
California
-$689M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$429M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$395M
5
UBS Group
UBS Group
Switzerland
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
1801
McKinley Carter Wealth Services
West Virginia
$665K +$14.9K +120 +2%
CNAM
1802
Campbell Newman Asset Management
Wisconsin
$662K – – –
TIA
1803
Traphagen Investment Advisors
New Jersey
$661K +$249 +2 +0%
LSAG
1804
Lake Street Advisors Group
New Hampshire
$660K +$50.3K +404 +8%
APW
1805
Acima Private Wealth
Virginia
$659K – – –
BPCE
1806
Bank Pictet & Cie (Europe)
Germany
$657K -$153K -1,229 -19%
AFP
1807
Ausdal Financial Partners
Iowa
$653K -$2.86K -23 -0.4%
CWM
1808
Cordatus Wealth Management
Pennsylvania
$650K +$22.9K +184 +4%
JA
1809
JOYN Advisors
Georgia
$650K +$68.6K +578 +12%
PP
1810
PagnatoKarp Partners
Virginia
$648K +$35.9K +289 +6%
CAM
1811
Covenant Asset Management
New Jersey
$646K +$12.4K +100 +2%
BB
1812
Bell Bank
North Dakota
$645K -$3.24K -26 -0.5%
BDWM
1813
Brewin Dolphin Wealth Management
Ireland
$645K – – –
PG
1814
Pendal Group
Australia
$644K +$644K +5,456 New
PI
1815
Parkside Investments
Illinois
$644K +$348K +2,795 +117%
BT
1816
Brandywine Trust
Delaware
$638K – – –
HA
1817
Harfst & Associates
Wyoming
$633K +$53.9K +434 +9%
PA
1818
Probity Advisors
Texas
$631K -$18.3K -147 -3%
ACP
1819
Aveo Capital Partners
Colorado
$631K -$2.91K -23 -0.5%
LBD
1820
Landsberg Bennett & Dubbaneh
Florida
$631K +$10.7K +86 +2%
TC
1821
Trust Company
Kansas
$630K -$63.4K -510 -9%
PCM
1822
Prelude Capital Management
New York
$630K +$446K +3,582 +242%
TFF
1823
The Family Firm
Maryland
$629K +$1.37K +11 +0.2%
EWM
1824
Evermay Wealth Management
Virginia
$629K +$32.9K +264 +6%
CWM
1825
Cabot Wealth Management
Massachusetts
$627K +$623 +5 +0.1%
71 72
73
74 75