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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 %
IIC
1926
Integrated Investment Consultants
Michigan
$320K -$78.1K -1,078 -20%
DI
1927
DFPG Investments
Utah
$320K +$2.97K +36 +0.9%
BDF
1928
Balasa Dinverno & Foltz
$319K -$475K -6,554 -60%
HA
1929
Harbor Advisors
Florida
$317K – – –
DSN
1930
D. Scott Neal
Kentucky
$317K +$317K +4,376 New
RIG
1931
Renaissance Investment Group
Massachusetts
$316K -$11K -152 -3%
AM
1932
Atwater Malick
Pennsylvania
$316K +$316K +4,357 New
GT
1933
Greenleaf Trust
Michigan
$315K -$1.21M -16,762 -79%
IA
1934
IndexIQ Advisors
New York
$315K -$135K -1,861 -30%
CAW
1935
Cornerstone Advisors (Washington)
Washington
$314K -$147K -2,030 -32%
ARG
1936
Advisory Resource Group
Oklahoma
$314K +$29.8K +411 +10%
CCG
1937
Chatham Capital Group
Georgia
$313K – – –
FPB
1938
First PREMIER Bank
South Dakota
$313K +$5.07K +70 +2%
SLA
1939
Silver Lake Advisory
Utah
$310K -$17.5K -241 -5%
TA
1940
Trellis Advisors
Washington
$310K +$7.25K +100 +2%
ACM
1941
Anfield Capital Management
California
$308K -$42.7K -590 -12%
TCB
1942
Texas Capital Bancshares
Texas
$308K – – –
SCM
1943
Southport Capital Management
Tennessee
$308K +$16.2K +224 +6%
CWG
1944
Cornerstone Wealth Group
North Carolina
$307K -$1.1M -15,148 -78%
PCM
1945
Pointe Capital Management
Michigan
$307K +$44.5K +614 +17%
WIA
1946
Westbourne Investment Advisors
Maryland
$306K -$7.24K -100 -2%
CCP
1947
Cardan Capital Partners
Colorado
$305K +$146K +2,018 +92%
DCM
1948
Donaldson Capital Management
Indiana
$304K -$95.5K -1,319 -24%
MSFP
1949
Mark Sheptoff Financial Planning
Connecticut
$304K +$293K +4,052 +2,701%
SFI
1950
SPC Financial Inc
Maryland
$303K -$54.8K -757 -15%
76 77
78
79 80