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Chevron
CVX

Overview Fund Activity

3,249 hedge funds and large institutions have $217B invested in Chevron in 2023 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,457 increasing their positions, 1,275 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,249
Holders Change
-20
Holders Change %
-0.61%
% of All Funds
52%
Holding in Top 10
261
Holding in Top 10 Change
-91
Holding in Top 10 Change %
-25.85%
% of All Funds
4.18%
New
187
Increased
1,457
Reduced
1,275
Closed
137
Calls
$3.48B
Puts
$3.28B
Net Calls
+$192M
Net Calls Change
+$673M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$1.66B
2
Wells Fargo
Wells Fargo
California
+$460M
3
AS
Altshuler Shaham
Israel
+$390M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
5
Renaissance Technologies
Renaissance Technologies
New York
+$322M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$4.99B
2
Bank of America
Bank of America
North Carolina
-$840M
3
NEAM
New England Asset Management
Connecticut
-$715M
4
Capital International Investors
Capital International Investors
California
-$440M
5
Barclays
Barclays
United Kingdom
-$410M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
2126
Inspire Advisors
Idaho
$875K +$18.6K +114 +2%
IIA
2127
Integral Investment Advisors
California
$873K -$25.3K -155 -3%
TIA
2128
Traphagen Investment Advisors
New Jersey
$870K -$233K -1,429 -21%
AIS
2129
AM Investment Strategies
Tennessee
$870K +$816 +5 +0.1%
CAM
2130
CPA Asset Management
Florida
$869K +$1.63K +10 +0.2%
BCM
2131
Blume Capital Management
California
$868K – – –
ACP
2132
Aviance Capital Partners
Florida
$866K -$8.97K -55 -1%
RCG
2133
Regatta Capital Group
California
$865K – – –
AA
2134
Auxano Advisors
Washington
$865K +$32K +196 +4%
STA
2135
Summit Trail Advisors
New York
$865K +$54.2K +332 +7%
IWM
2136
Integris Wealth Management
California
$865K -$17.5K -107 -2%
MS
2137
Maven Securities
Jersey
$863K +$608K +3,729 +239%
FMP
2138
Financial Management Professionals
Texas
$863K +$113K +692 +15%
W
2139
Wealthquest
Ohio
$863K -$85K -521 -9%
PMG
2140
Private Management Group
California
$856K +$122K +750 +17%
TWP
2141
Total Wealth Planning
Ohio
$850K +$5.38K +33 +0.6%
MPW
2142
Monterey Private Wealth
California
$849K -$11.7K -72 -1%
CGA
2143
Crescent Grove Advisors
Illinois
$849K -$72.4K -444 -8%
SQA
2144
Simon Quick Advisors
New Jersey
$849K +$315K +1,932 +59%
KFC
2145
Klingenstein Fields & Co
New York
$848K +$45.7K +280 +6%
AAG
2146
Armstrong Advisory Group
Massachusetts
$846K -$119K -729 -12%
CSI
2147
Cross Staff Investments
New York
$846K +$163 +1 +0%
SWIM
2148
Smallwood Wealth Investment Management
New Jersey
$845K -$44.9K -275 -5%
PWM
2149
PBMares Wealth Management
Virginia
$844K +$60.5K +371 +8%
PA
2150
Perennial Advisors
New York
$843K +$114K +698 +16%
84 85
86
87 88