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Chevron
CVX

Overview Fund Activity

2,584 hedge funds and large institutions have $151B invested in Chevron in 2019 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 1,020 increasing their positions, 1,019 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,584
Holders Change
+201
Holders Change %
+8.43%
% of All Funds
51.03%
Holding in Top 10
109
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-15.5%
% of All Funds
2.15%
New
310
Increased
1,020
Reduced
1,019
Closed
70
Calls
$1.81B
Puts
$1.72B
Net Calls
+$94M
Net Calls Change
-$308M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$254M
2
Deutsche Bank
Deutsche Bank
Germany
+$214M
3
State Street
State Street
Massachusetts
+$200M
4
Capital International Investors
Capital International Investors
California
+$172M
5
Renaissance Technologies
Renaissance Technologies
New York
+$147M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$588M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$456M
3
BlackRock
BlackRock
New York
-$437M
4
Boston Partners
Boston Partners
Massachusetts
-$266M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
1851
Pettinga Financial Advisors
Indiana
$720K +$76.1K +631 +12%
WBC
1852
West Branch Capital
Massachusetts
$718K +$430K +3,569 +149%
MPW
1853
Monterey Private Wealth
California
$718K +$718K +5,962 New
FCMC
1854
Founders Capital Management (Connecticut)
Connecticut
$715K – – –
MFW
1855
Meristem Family Wealth
Minnesota
$712K -$2.05K -17 -0.3%
ONST
1856
Old North State Trust
North Carolina
$712K +$43.6K +362 +7%
PCG
1857
Private Capital Group
Connecticut
$711K -$378K -3,136 -35%
SA
1858
Shilanski & Associates
Alaska
$711K -$7.96K -66 -1%
APC
1859
Aspire Private Capital
North Carolina
$710K +$9.77K +81 +1%
JWM
1860
JGP Wealth Management
Oregon
$709K – – –
SAM
1861
S.A. Mason
Michigan
$709K +$709K +5,886 New
WP
1862
WealthPLAN Partners
Nebraska
$708K -$3.7K -33 -0.5%
MW
1863
Marcum Wealth
Ohio
$707K +$707K +5,870 New
MFP
1864
Meridian Financial Partners
Virginia
$706K -$88.8K -755 -11%
HCM
1865
Hollencrest Capital Management
California
$705K -$727K -6,035 -51%
BAM
1866
Brave Asset Management
New Jersey
$705K +$17.3K +144 +3%
MWM
1867
Moulton Wealth Management
Washington
$704K +$704K +5,816 New
BIA
1868
Bigelow Investment Advisors
Maine
$703K +$1.57K +13 +0.2%
TC
1869
Trust Company
Kansas
$702K -$41.9K -348 -6%
MPAM
1870
Murphy Pohlad Asset Management
Minnesota
$701K -$36.1K -300 -5%
AI
1871
ArchPoint Investors
Florida
$701K – – –
WC
1872
Woodstock Corp
Massachusetts
$701K – – –
RVPG
1873
Relative Value Partners Group
$700K +$28.5K +237 +4%
OWP
1874
Obermeyer Wealth Partners
Colorado
$694K -$25.3K -210 -4%
CWM
1875
Circle Wealth Management
New Jersey
$688K +$149K +1,241 +28%
73 74
75
76 77