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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 %
MPW
1826
Monterey Private Wealth
California
$390K -$41.9K -579 -10%
SWMG
1827
Strategic Wealth Management Group
Maryland
$390K -$8.91K -123 -2%
EA
1828
Elm Advisors
California
$388K -$99.4K -1,370 -20%
DMC
1829
Drexel Morgan & Co
Pennsylvania
$388K – – –
JFA
1830
JNBA Financial Advisors
Minnesota
$387K +$4.13K +57 +1%
TH
1831
Timber Hill
Connecticut
$386K – – –
IGGA
1832
Iron Gate Global Advisors
Utah
$385K +$148K +2,070 +62%
BWCS
1833
Beirne Wealth Consulting Services
Connecticut
$384K -$2.39K -33 -0.6%
WAM
1834
Wolverine Asset Management
Illinois
$384K +$384K +5,305 New
BCM
1835
Blume Capital Management
California
$383K +$21.7K +300 +6%
IWAG
1836
Integer Wealth Advisors Group
Georgia
$382K -$52.7K -552 -12%
PCM
1837
Princeton Capital Management
New Jersey
$382K -$15.7K -174 -4%
SCG
1838
Sonata Capital Group
Washington
$380K +$53.7K +741 +16%
KA
1839
KLCM Advisors
Wisconsin
$380K +$74.8K +1,034 +25%
PWM
1840
PBMares Wealth Management
Virginia
$378K +$6.17K +85 +2%
CF
1841
Copperwynd Financial
Arizona
$378K +$14.5K +200 +4%
PFA
1842
Pathway Financial Advisors
Vermont
$376K – – –
BWP
1843
BSW Wealth Partners
Colorado
$376K +$40.3K +557 +12%
SB
1844
Strategic Blueprint
Georgia
$375K -$1.61M -22,213 -81%
EWM
1845
Evermay Wealth Management
Virginia
$373K -$26.8K -370 -7%
IAIM
1846
International Assets Investment Management
Florida
$373K +$373K +5,141 New
SMM
1847
Stadion Money Management
Georgia
$372K – – –
BT
1848
Brandywine Trust
Delaware
$372K – – –
LI
1849
Lafayette Investments
Maryland
$371K +$3.47K +48 +0.9%
1W
1850
1776 Wealth
Georgia
$370K +$227K +2,509 +160%
72 73
74
75 76