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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 %
SP
2076
Successful Portfolios
Florida
$227K -$37.6K -519 -14%
TAM
2077
Trillium Asset Management
Massachusetts
$227K – – –
GWM
2078
Greenwich Wealth Management
Connecticut
$227K +$227K +3,132 New
SDH
2079
Sloy Dahl & Holst
Washington
$225K -$12K -166 -5%
JCM
2080
Jag Capital Management
Missouri
$225K +$1.89K +26 +0.8%
AIP
2081
ARS Investment Partners
New York
$224K -$2.01M -27,708 -90%
SL
2082
Stevard LLC
Illinois
$224K – – –
MA
2083
MCF Advisors
Kentucky
$224K +$57.9K +800 +35%
WC
2084
Waterloo Capital
Texas
$224K +$224K +3,091 New
GWS
2085
Glassman Wealth Services
Virginia
$223K -$7.68K -106 -3%
SC
2086
Steph & Co
Wisconsin
$222K -$15.4K -212 -6%
SFG
2087
Sather Financial Group
Texas
$221K -$8.6K -119 -4%
ST
2088
Sageworth Trust
Pennsylvania
$220K – – –
DOA
2089
D'Orazio & Associates
Virginia
$219K – – –
LWM
2090
Loveless Wealth Management
Montana
$219K +$14.1K +195 +7%
FFC
2091
First Financial Corp
Indiana
$219K +$20.2K +279 +10%
AA
2092
Advisory Alpha
Michigan
$219K +$69.7K +803 +47%
OSAM
2093
O'Shaughnessy Asset Management
Connecticut
$218K -$2.12M -29,230 -91%
PGA
2094
Portland Global Advisors
Maine
$217K -$12.7K -176 -6%
PA
2095
PSI Advisors
Florida
$217K +$36.4K +505 +20%
MFS
2096
Monetta Financial Services
Illinois
$217K +$217K +3,000 New
BC
2097
Bruce & Co
Illinois
$217K +$217K +3,000 New
VNA
2098
Valley National Advisers
Pennsylvania
$216K -$75K -1,036 -26%
CHA
2099
Carmichael Hill & Associates
Maryland
$216K +$1.88K +26 +0.9%
RM
2100
Resource Management
Louisiana
$215K -$5.36K -1,449 -2%
82 83
84
85 86