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Chevron
CVX

Overview Fund Activity

2,390 hedge funds and large institutions have $158B invested in Chevron in 2019 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,118 increasing their positions, 908 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,390
Holders Change
-2
Holders Change %
-0.08%
% of All Funds
51.99%
Holding in Top 10
165
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-9.84%
% of All Funds
3.59%
New
114
Increased
1,118
Reduced
908
Closed
83
Calls
$1.62B
Puts
$1.36B
Net Calls
+$262M
Net Calls Change
-$113M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.77B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.1B
3
BlackRock
BlackRock
New York
+$548M
4
Invesco
Invesco
Georgia
+$528M
5
Franklin Resources
Franklin Resources
California
+$239M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$850M
2
Capital World Investors
Capital World Investors
California
-$689M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$429M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$395M
5
UBS Group
UBS Group
Switzerland
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
1951
Sage Rhino Capital
California
$468K +$20.2K +162 +5%
ACP
1952
Aviance Capital Partners
Florida
$467K +$118K +944 +34%
MFW
1953
Meristem Family Wealth
Minnesota
$466K +$102K +819 +28%
VNA
1954
Valley National Advisers
Pennsylvania
$466K +$107K +858 +30%
NP
1955
Ninepoint Partners
Ontario, Canada
$465K -$180K -1,447 -28%
TW
1956
TrinityPoint Wealth
Connecticut
$465K -$24K -190 -5%
SP
1957
Successful Portfolios
Florida
$464K -$19.9K -160 -4%
LC
1958
Landaas & Company
Wisconsin
$464K – – –
SG
1959
StoneX Group
New York
$464K +$17.1K +137 +4%
HWMG
1960
Hurlow Wealth Management Group
Indiana
$464K +$121K +975 +35%
OCM
1961
Orser Capital Management
Texas
$461K -$43.1K -317 -9%
NG
1962
Northstar Group
New York
$461K -$30.9K -248 -6%
OCM
1963
Osterweis Capital Management
California
$461K – – –
FHC
1964
First Heartland Consultants
Missouri
$460K +$22.4K +180 +5%
JMH
1965
J.M. Hartwell
New York
$459K -$202K -1,625 -31%
VIM
1966
Vista Investment Management
Pennsylvania
$457K +$5.97K +48 +1%
KF
1967
Krilogy Financial
Missouri
$457K +$75K +603 +20%
LIM
1968
Loudon Investment Management
New Hampshire
$456K – – –
PCM
1969
Pointe Capital Management
Michigan
$455K -$53.2K -428 -10%
WKWM
1970
Walter & Keenan Wealth Management
Indiana
$454K – – –
OFS
1971
OneAscent Financial Services
Alabama
$454K +$454K +3,648 New
PSG
1972
Planning Solutions Group
Maryland
$451K -$2.12K -17 -0.5%
SCA
1973
Sage Capital Advisors
South Dakota
$450K – – –
HHGA
1974
Halbert Hargrove Global Advisors
California
$448K +$448K +3,599 New
ERIM
1975
Eagle Ridge Investment Management
Connecticut
$447K +$124 +1 +0%
77 78
79
80 81