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Chevron
CVX

Overview Fund Activity

3,249 hedge funds and large institutions have $217B invested in Chevron in 2023 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,457 increasing their positions, 1,275 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,249
Holders Change
-20
Holders Change %
-0.61%
% of All Funds
52%
Holding in Top 10
261
Holding in Top 10 Change
-91
Holding in Top 10 Change %
-25.85%
% of All Funds
4.18%
New
187
Increased
1,457
Reduced
1,275
Closed
137
Calls
$3.48B
Puts
$3.28B
Net Calls
+$192M
Net Calls Change
+$673M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$1.66B
2
Wells Fargo
Wells Fargo
California
+$460M
3
AS
Altshuler Shaham
Israel
+$390M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
5
Renaissance Technologies
Renaissance Technologies
New York
+$322M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$4.99B
2
Bank of America
Bank of America
North Carolina
-$840M
3
NEAM
New England Asset Management
Connecticut
-$715M
4
Capital International Investors
Capital International Investors
California
-$440M
5
Barclays
Barclays
United Kingdom
-$410M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETH
1926
Exos TFP Holdings
New York
$1.19M +$713K +4,370 +150%
MIM
1927
Merrion Investment Management
New Jersey
$1.19M – – –
GFP
1928
Gryphon Financial Partners
Ohio
$1.19M -$46.8K -287 -4%
PK
1929
Pflug Koory
Nebraska
$1.18M -$16.8K -103 -1%
WDA
1930
Wendell David Associates
New Hampshire
$1.17M +$102K +625 +10%
DE
1931
Day & Ennis
Georgia
$1.17M +$653 +4 +0.1%
WEG
1932
World Equity Group
Illinois
$1.17M +$1.01M +56,978 +622%
WCM
1933
Windsor Capital Management
Arizona
$1.17M -$78.6K -482 -6%
JWCA
1934
J.W. Coons Advisors
Ohio
$1.17M -$16.3K -100 -1%
Kovitz Investment Group Partners
1935
Kovitz Investment Group Partners
Illinois
$1.16M -$125K -766 -10%
GGS
1936
Galvin Gaustad & Stein
Arizona
$1.16M -$30.2K -185 -3%
AIC
1937
Argus Investors Counsel
New York
$1.16M -$979 -6 -0.1%
EFM
1938
Eley Financial Management
Vermont
$1.16M -$23.8K -146 -2%
BFPW
1939
BOK Financial Private Wealth
Colorado
$1.15M +$1.47K +9 +0.1%
CCA
1940
Catalyst Capital Advisors
New York
$1.15M – – –
SWP
1941
Strategic Wealth Partners
Ohio
$1.15M +$409K +2,506 +55%
SRSA
1942
S.R. Schill & Associates
Washington
$1.15M +$326 +2 +0%
SL
1943
Sentry LLC
Tennessee
$1.15M +$1.15M +7,028 New
OIA
1944
Optimum Investment Advisors
Illinois
$1.15M +$32.8K +201 +3%
CM
1945
Caption Management
Oklahoma
$1.14M +$1.14M +7,000 New
DC
1946
Defender Capital
North Carolina
$1.14M +$1.14M +7,000 New
APW
1947
Austin Private Wealth
Texas
$1.14M +$71.5K +438 +7%
BWP
1948
Balboa Wealth Partners
Arizona
$1.14M +$56.3K +345 +5%
CFP
1949
Catalyst Financial Partners
Massachusetts
$1.14M +$393K +2,411 +53%
AIA
1950
Angeles Investment Advisors
California
$1.14M +$609K +3,731 +115%
76 77
78
79 80