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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 %
SIMM
2051
Stillwater Investment Management (Minnesota)
Minnesota
$366K +$13.6K +109 +4%
EFS
2052
Econ Financial Services
Pennsylvania
$366K +$157K +1,262 +75%
EIA
2053
Eldridge Investment Advisors
New Hampshire
$365K -$14.9K -120 -4%
GEA
2054
Glen Eagle Advisors
New Jersey
$364K -$12.4K -100 -3%
DC
2055
DeDora Capital
California
$363K +$2.86K +23 +0.8%
JCM
2056
Jag Capital Management
Missouri
$362K +$44.5K +358 +14%
EWM
2057
Elite Wealth Management
Washington
$361K -$24.9K -200 -6%
HIIFS
2058
Harel Insurance Investments & Financial Services
Israel
$361K +$324K +2,600 +867%
LFA
2059
Landmark Financial Advisors
Kentucky
$360K – – –
SGK
2060
Steigerwald Gordon & Koch
Virginia
$359K -$90.9K -730 -20%
PHAM
2061
Palisades Hudson Asset Management
Florida
$359K – – –
KIA
2062
Kopp Investment Advisors
Minnesota
$357K -$214K -1,725 -38%
AIM
2063
Arcadia Investment Management
Michigan
$356K – – –
EPA
2064
Element Pointe Advisors
Florida
$356K +$23.6K +190 +7%
SFG
2065
Sather Financial Group
Texas
$354K – – –
NWM
2066
Northwest Wealth Management
Iowa
$354K +$374 +3 +0.1%
EIG
2067
Ellenbecker Investment Group
Wisconsin
$354K +$28.5K +229 +9%
BJ
2068
Brouwer & Janachowski
California
$353K – – –
CWM
2069
Centric Wealth Management
Illinois
$352K +$31.6K +254 +10%
SNB
2070
Security National Bank
Nebraska
$351K – – –
MPPLM
2071
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$351K +$7.22K +58 +2%
BCA
2072
Berman Capital Advisors
Georgia
$349K +$37.3K +301 +12%
ACM
2073
Ashford Capital Management
Delaware
$348K -$12.4K -100 -3%
WCWM
2074
Wooster Corthell Wealth Management
Connecticut
$348K – – –
OIWM
2075
OptiFour Integrated Wealth Management
Virginia
$347K +$14.6K +117 +4%
81 82
83
84 85