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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 %
SWMG
1901
Strategic Wealth Management Group
Maryland
$663K +$17.8K +148 +3%
IIC
1902
Integrated Investment Consultants
Michigan
$662K -$83.6K -694 -11%
SWA
1903
Stratos Wealth Advisors
Ohio
$660K -$411K -3,413 -38%
WI
1904
Wedgewood Investors
Pennsylvania
$655K -$37.3K -310 -5%
AC
1905
Addison Capital
Pennsylvania
$655K -$5.06K -42 -0.8%
MC
1906
Mathes Company
New York
$654K – – –
RSWM
1907
Robertson Stephens Wealth Management
California
$653K -$784K -6,513 -55%
APW
1908
Acima Private Wealth
Virginia
$652K – – –
Nomura Holdings
1909
Nomura Holdings
Japan
$650K -$15.8M -130,201 -96%
MCWS
1910
McKinley Carter Wealth Services
West Virginia
$650K +$12.3K +102 +2%
AAM
1911
Aureus Asset Management
Massachusetts
$649K -$51.8K -430 -7%
JA
1912
JOYN Advisors
Georgia
$648K -$40.8K -339 -6%
YWP
1913
YorkBridge Wealth Partners
New York
$648K -$29K -274 -4%
FWM
1914
Foresight Wealth Management
Utah
$647K -$10.5K -87 -2%
C
1915
Certuity
Florida
$647K +$647K +5,367 New
DDC
1916
DF Dent & Co
Maryland
$645K -$13.1K -109 -2%
DMC
1917
Drexel Morgan & Co
Pennsylvania
$645K +$60.2K +500 +10%
PWP
1918
Principle Wealth Partners
Connecticut
$644K -$18.1K -150 -3%
IP
1919
Investment Partners
Ohio
$643K +$723 +6 +0.1%
BWCS
1920
Beirne Wealth Consulting Services
Connecticut
$642K -$91K -755 -12%
ACA
1921
Atlas Capital Advisors
Wyoming
$639K -$175K -1,449 -21%
JFA
1922
JNBA Financial Advisors
Minnesota
$636K -$6.26K -52 -1%
EOCM
1923
Energy Opportunities Capital Management
Texas
$636K – – –
PI
1924
Parkside Investments
Illinois
$635K +$635K +5,275 New
FIA
1925
Foundations Investment Advisors
Arizona
$634K +$95.8K +794 +18%
75 76
77
78 79