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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 %
ACM
2026
AlphaStar Capital Management
North Carolina
$254K -$325K -3,993 -56%
SAM
2027
Secure Asset Management
Michigan
$253K -$113K -1,561 -31%
NPF
2028
Norris Perne & French
Michigan
$253K -$57.9K -798 -19%
PWM
2029
Paulson Wealth Management
Illinois
$253K -$42.9K -519 -14%
SNBOSCI
2030
Security National Bank of Sioux City Iowa
Iowa
$251K – – –
CRIG
2031
Charter Research & Investment Group
Connecticut
$250K -$264K -3,646 -51%
WB
2032
West Bancorporation
Iowa
$250K -$55.8K -772 -18%
F
2033
F3Logic
Minnesota
$250K +$14.9K +206 +6%
CCB
2034
Cutter & Co Brokerage
Missouri
$250K +$47.2K +651 +23%
GC
2035
Gilbert & Cook
Iowa
$249K -$2.61K -36 -1%
LA
2036
LexAurum Advisors
Kansas
$247K -$8.9K -123 -3%
TWP
2037
Tempus Wealth Planning
California
$247K – – –
NCM
2038
Nelson Capital Management
California
$247K +$2.18K +30 +0.9%
KFI
2039
Key Financial Inc
Pennsylvania
$246K -$1.08K -15 -0.4%
SFPG
2040
Stonebridge Financial Planning Group
Florida
$245K -$61.2K -712 -20%
FNC
2041
First National Corp
Massachusetts
$245K -$8.34K -102 -3%
QSS
2042
Quantitative Systematic Strategies
Florida
$245K +$245K +3,380 New
KBG
2043
Kahn Brothers Group
New York
$245K -$72.5K -1,000 -23%
BCIM
2044
Bishop & Co Investment Management
Pennsylvania
$244K – – –
GA
2045
Gateway Advisory
New Jersey
$243K +$1.45K +20 +0.6%
EIG
2046
Ellenbecker Investment Group
Wisconsin
$243K +$36.9K +510 +18%
GWM
2047
GSB Wealth Management
Connecticut
$242K – – –
FNBOH
2048
First National Bank of Hutchinson
Kansas
$242K +$4.14K +57 +2%
CA
2049
Cornerstone Advisory
Maryland
$241K +$1.23K +17 +0.5%
SIM
2050
SSI Investment Management
California
$240K -$9.74K -134 -4%
80 81
82
83 84