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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 %
OPTFSNA
1851
Old Point Trust & Financial Services N A
Virginia
$588K -$24.9K -200 -4%
ATPW
1852
Ashton Thomas Private Wealth
Arizona
$586K +$96.3K +774 +20%
NP
1853
NorthRock Partners
Minnesota
$585K -$450K -3,619 -43%
FSWA
1854
Financial Synergies Wealth Advisors
Texas
$585K +$13.9K +112 +2%
VCM
1855
Vigilant Capital Management
Maine
$584K -$12.9K -104 -2%
QPWM
1856
Quadrant Private Wealth Management
Pennsylvania
$584K +$623 +5 +0.1%
SMFS
1857
Squar Milner Financial Services
California
$580K +$192K +1,545 +50%
DIM
1858
Delta Investment Management
California
$580K +$580K +4,667 New
OPA
1859
Old Port Advisors
Maine
$579K +$20.9K +169 +4%
CWM
1860
Circle Wealth Management
New Jersey
$578K +$73K +586 +14%
PFO
1861
Pathstone Family Office
New Jersey
$576K +$77.5K +623 +16%
ONST
1862
Old North State Trust
North Carolina
$570K -$419K -3,363 -42%
KBG
1863
Kahn Brothers Group
New York
$569K +$53.3K +428 +10%
AI
1864
Accredited Investors
Minnesota
$569K -$871 -7 -0.2%
SAM
1865
Summit Asset Management
Tennessee
$568K +$373 +3 +0.1%
TF
1866
TLWM Financial
Texas
$563K -$19.6K -158 -3%
BWP
1867
BSW Wealth Partners
Colorado
$561K -$4.23K -34 -0.7%
SFI
1868
SPC Financial Inc
Maryland
$560K +$2.12K +17 +0.4%
Financial Engines Advisors
1869
Financial Engines Advisors
California
$559K -$231K -1,856 -29%
GIA
1870
Gladstone Institutional Advisory
Florida
$559K +$137K +1,104 +33%
EWA
1871
Exencial Wealth Advisors
Oklahoma
$557K – – –
CCG
1872
Chatham Capital Group
Georgia
$557K – – –
RAM
1873
Roanoke Asset Management
New Jersey
$557K +$6.22K +50 +1%
PP
1874
PDS Planning
Ohio
$556K +$24K +193 +5%
CHP
1875
Cable Hill Partners
Oregon
$551K -$226K -1,818 -29%
73 74
75
76 77