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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 %
SAM
1901
Summit Asset Management
Tennessee
$336K +$4.64K +64 +1%
LPIC
1902
LeJeune Puetz Investment Counsel
Michigan
$335K +$48K +662 +17%
FC
1903
Fayerweather Charles
$335K +$54.4K +750 +19%
RZH
1904
Relyea Zuckerberg Hanson
Connecticut
$333K -$13.5K -187 -4%
ACH
1905
ArrowMark Colorado Holdings
Colorado
$333K – – –
ICM
1906
Ionic Capital Management
New York
$333K +$333K +4,600 New
HI
1907
Hendershot Investments
Virginia
$331K -$3.27K -45 -1%
TA
1908
TCG Advisors
Texas
$329K -$81K -1,117 -20%
NBG
1909
Nancy B. Gardiner
$329K +$10.1K +140 +3%
LWM
1910
Laidlaw Wealth Management
New York
$327K +$21.8K +301 +7%
GAAM
1911
Guinness Atkinson Asset Management
California
$326K -$86.9K -1,200 -21%
PA
1912
Probity Advisors
Texas
$326K -$19.4K -267 -6%
GC
1913
Gruss & Co
Florida
$326K +$36.2K +500 +13%
YWP
1914
YorkBridge Wealth Partners
New York
$325K -$61.4K -973 -16%
AC
1915
Alexandria Capital
Virginia
$325K -$30.7K -424 -9%
LOPW
1916
Live Oak Private Wealth
North Carolina
$325K +$53.6K +739 +20%
OFW
1917
Omnia Family Wealth
Florida
$324K -$78.6K -1,084 -20%
BRA
1918
Biechele Royce Advisors
Indiana
$323K – – –
TFF
1919
The Family Firm
Maryland
$323K +$1.38K +19 +0.4%
BL
1920
Balentine LLC
Georgia
$323K +$153K +2,103 +90%
AI
1921
Accredited Investors
Minnesota
$322K -$940 -13 -0.3%
PJSIMP
1922
P.J. Schmidt Investment Management (PJS)
Wisconsin
$321K -$3.18M -43,850 -91%
BWA
1923
Beam Wealth Advisors
Louisiana
$321K -$17.8K -245 -5%
PP
1924
PDS Planning
Ohio
$321K +$6.89K +95 +2%
XF
1925
XML Financial
Maryland
$321K +$11K +152 +4%
75 76
77
78 79