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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 %
CCA
2101
Conestoga Capital Advisors
Pennsylvania
$215K -$3.62K -50 -2%
RPAM
2102
Rhenman & Partners Asset Management
Sweden
$215K – – –
CWM
2103
Connecticut Wealth Management
Connecticut
$215K +$15.1K +209 +8%
CWC
2104
Carolinas Wealth Consulting
North Carolina
$215K +$215K +2,957 New
BEC
2105
Blue Edge Capital
Virginia
$214K – – –
ECM
2106
Elgethun Capital Management
South Dakota
$214K +$290 +4 +0.1%
DC
2107
DeDora Capital
California
$214K +$2.47K +34 +1%
ATPW
2108
Ashton Thomas Private Wealth
Arizona
$213K -$309K -4,263 -59%
EMB
2109
Elefante Mark B
$213K +$27.3K +375 +15%
SIC
2110
Samalin Investment Counsel
New York
$212K -$119K -1,652 -36%
NPT
2111
Nixon Peabody Trust
Massachusetts
$212K +$17K +235 +9%
AC
2112
Apella Capital
Connecticut
$212K +$212K +2,930 New
BRC
2113
Bell Rock Capital
Delaware
$211K +$25.2K +348 +14%
SFSIG
2114
San Francisco Sentry Investment Group
California
$210K -$288K -3,974 -58%
CS
2115
Cannell & Spears
New York
$210K +$210K +2,895 New
KOMWMG
2116
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$209K +$7.55K +104 +4%
CW
2117
CreativeOne Wealth
Kansas
$208K -$24.6K -339 -11%
HFP
2118
Holistic Financial Partners
Indiana
$208K +$30.7K +424 +17%
PCM
2119
Perritt Capital Management
Illinois
$208K +$208K +2,876 New
LSAG
2120
Lake Street Advisors Group
New Hampshire
$206K -$135K -1,864 -40%
CMA
2121
Cedar Mountain Advisors
Oregon
$206K -$40.7K -562 -16%
BHWM
2122
Bay Harbor Wealth Management
Maryland
$205K -$22.4K -310 -10%
AAP
2123
Arax Advisory Partners
Colorado
$205K +$40.2K +556 +24%
BCM
2124
Bayesian Capital Management
New York
$204K -$956K -13,186 -82%
PAM
2125
Peak Asset Management
Colorado
$204K -$63.8K -882 -24%
83 84
85
86 87