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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 %
APG
2051
Abacus Planning Group
South Carolina
$239K -$117K -1,616 -33%
HJGA
2052
Hardman Johnston Global Advisors
Connecticut
$237K – – –
SIMM
2053
Stillwater Investment Management (Minnesota)
Minnesota
$237K +$22.1K +304 +10%
RIM
2054
Reliant Investment Management
Tennessee
$237K +$237K +3,270 New
NCM
2055
Noesis Capital Mangement
Florida
$237K -$7.25K -100 -3%
VVP
2056
Venture Visionary Partners
Ohio
$236K -$50K -690 -17%
NG
2057
Northstar Group
New York
$235K +$1.23K +17 +0.5%
AIC
2058
Argus Investors Counsel
New York
$235K +$5.07K +70 +2%
GKWIM
2059
Gerber Kawasaki Wealth & Investment Management
California
$235K +$32.3K +447 +16%
SRC
2060
Sage Rhino Capital
California
$234K -$36.2K -499 -13%
WIC
2061
Wilkins Investment Counsel
Massachusetts
$234K -$7.23K -100 -3%
BCA
2062
Berman Capital Advisors
Georgia
$234K +$32.2K +446 +16%
MPPLM
2063
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$233K +$17.7K +244 +8%
MCM
2064
MV Capital Management
Maryland
$233K +$23.9K +329 +11%
AP
2065
Adero Partners
California
$232K -$5.72K -79 -2%
EWM
2066
Elite Wealth Management
Washington
$232K +$72.4K +1,000 +45%
CAM
2067
Cubic Asset Management
Massachusetts
$230K -$95.9K -1,325 -29%
HFG
2068
Heron Financial Group
New York
$230K – – –
PFO
2069
Pathstone Family Office
New Jersey
$230K +$159K +2,202 +226%
BFC
2070
Blue Fin Capital
Rhode Island
$229K -$522K -7,225 -69%
ORI
2071
Oak Ridge Investments
Illinois
$229K -$19.9K -275 -8%
HCA
2072
Horan Capital Advisors
Ohio
$229K -$10.5K -145 -4%
PFM
2073
Probabilities Fund Management
New York
$229K +$229K +3,156 New
WA
2074
Waverly Advisors
Alabama
$228K +$33.4K +462 +17%
PO
2075
Private Ocean
California
$227K -$53.1K -735 -19%
81 82
83
84 85