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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 %
BBA
1976
Braun-Bostich & Associates
Pennsylvania
$564K +$107K +877 +23%
BWA
1977
Beam Wealth Advisors
Louisiana
$563K +$563K +4,673 New
MWM
1978
Modera Wealth Management
New Jersey
$562K -$44.7K -371 -7%
MCWA
1979
Meadow Creek Wealth Advisors
Georgia
$561K +$561K +4,651 New
HFAS
1980
Hummer Financial Advisory Services
Illinois
$560K +$560K +4,648 New
BWP
1981
BSW Wealth Partners
Colorado
$559K -$965 -8 -0.2%
CBFP
1982
Cedar Brook Financial Partners
Ohio
$558K -$87.1K -723 -13%
WAG
1983
Winthrop Advisory Group
Massachusetts
$557K -$9.29K -77 -2%
SCI
1984
Stableford Capital II
Arizona
$556K -$121K -1,002 -18%
PP
1985
Pacifica Partners
Canada
$556K +$556K +4,616 New
HI
1986
Hendershot Investments
Virginia
$555K +$253K +2,101 +84%
ACH
1987
ArrowMark Colorado Holdings
Colorado
$554K – – –
CHP
1988
Cable Hill Partners
Oregon
$552K +$105K +870 +23%
SIC
1989
Samalin Investment Counsel
New York
$552K +$552K +4,585 New
SRSA
1990
S.R. Schill & Associates
Washington
$551K -$97.8K -811 -15%
SAM
1991
Summit Asset Management
Tennessee
$551K +$482 +4 +0.1%
SWM
1992
Sculati Wealth Management
Michigan
$551K +$551K +4,574 New
QPWM
1993
Quadrant Private Wealth Management
Pennsylvania
$549K -$12.9K -107 -2%
SA
1994
Sicart Associates
New York
$547K +$18.1K +150 +3%
DS
1995
DRW Securities
Illinois
$546K +$546K +4,528 New
SLA
1996
Silver Lake Advisory
Utah
$545K -$72.8K -604 -12%
TAM
1997
Townsend Asset Management
North Carolina
$545K +$545K +4,520 New
RIG
1998
Renaissance Investment Group
Massachusetts
$544K +$24.1K +200 +5%
SCG
1999
Sonata Capital Group
Washington
$543K – – –
CAM
2000
Cubic Asset Management
Massachusetts
$543K +$35.6K +295 +7%
78 79
80
81 82