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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 %
WFM
2001
Wolff Financial Management
Michigan
$410K +$18.2K +146 +5%
TFS
2002
TrustCore Financial Services
Tennessee
$409K +$71.7K +576 +21%
HC
2003
Hamilton Capital
Ohio
$409K +$409K +3,284 New
ACA
2004
Anchor Capital Advisors
Massachusetts
$408K -$23.8K -191 -6%
SNBOSCI
2005
Security National Bank of Sioux City Iowa
Iowa
$408K – – –
NFG
2006
Nations Financial Group
Iowa
$407K -$114K -916 -22%
BHWM
2007
Bay Harbor Wealth Management
Maryland
$407K -$27.2K -219 -6%
ACM
2008
Armbruster Capital Management
New York
$407K -$12.4K -100 -3%
HJGA
2009
Hardman Johnston Global Advisors
Connecticut
$407K – – –
PWM
2010
Paulson Wealth Management
Illinois
$406K +$8.17K +65 +2%
KA
2011
KLCM Advisors
Wisconsin
$405K -$17K -137 -4%
NF
2012
Nikulski Financial
Iowa
$405K +$2.48K +20 +0.6%
RBFC
2013
Roman Butler Fullerton & Co
Missouri
$405K +$3.11K +25 +0.8%
FNC
2014
First National Corp
Massachusetts
$404K -$12.4K -100 -3%
CA
2015
Cornerstone Advisory
Maryland
$402K +$18.5K +149 +5%
AGA
2016
Accuvest Global Advisors
Utah
$401K -$948K -7,623 -70%
BRC
2017
Bell Rock Capital
Delaware
$401K -$128K -1,038 -24%
HCA
2018
Horan Capital Advisors
Ohio
$401K -$3.11K -25 -0.8%
FDS
2019
First Dallas Securities
Texas
$399K +$19.9K +160 +5%
GWS
2020
Glassman Wealth Services
Virginia
$398K +$38.7K +311 +11%
SCM
2021
Silvant Capital Management
Georgia
$397K – – –
GM
2022
GeoWealth Management
Illinois
$397K +$397K +3,192 New
HFA
2023
High Falls Advisors
New York
$394K +$622 +5 +0.2%
CP
2024
Camelot Portfolios
Ohio
$393K -$25.9K -208 -6%
PFM
2025
Probabilities Fund Management
New York
$393K – – –
79 80
81
82 83