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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 %
S
2201
Seeyond
France
$77K -$46.2K -8,067 -37%
LF
2202
Lee Financial
Texas
$77K -$14.6K -200 -16%
SQA
2203
Simon Quick Advisors
New Jersey
$75K -$102K -1,416 -58%
CSC
2204
Cove Street Capital
California
$72K – – –
FEG
2205
Financial Enhancement Group
Indiana
$72K – – –
FMP
2206
Financial Management Professionals
Texas
$70K -$72.3K -1,000 -51%
MWA
2207
Moser Wealth Advisors
Washington
$70K -$10.1K -140 -13%
CT
2208
Clearstead Trust
Maine
$69K – – –
EARNEST Partners
2209
EARNEST Partners
Georgia
$66K – – –
LD
2210
Lipe & Dalton
New York
$64K – – –
BWA
2211
Burt Wealth Advisors
Maryland
$62K -$33.5K -463 -35%
ME
2212
McIlrath & Eck
Washington
$62K -$5.34K -74 -8%
CAGAS
2213
Capital Advisory Group Advisory Services
Minnesota
$61K -$470K -6,641 -89%
DRS
2214
Deane Retirement Strategies
Louisiana
$61K – – –
TCM
2215
TD Capital Management
Tennessee
$61K +$2.55K +35 +4%
LWM
2216
Lenox Wealth Management
Ohio
$60K -$23.5K -328 -28%
MWP
2217
Meridian Wealth Partners
Pennsylvania
$58K -$16.8K -232 -22%
PP
2218
PrairieView Partners
Minnesota
$58K +$58K +796 New
AC
2219
AlphaCore Capital
California
$57K -$71.4K -978 -56%
BCM
2220
Brooktree Capital Management
Michigan
$56K -$50.5K -700 -47%
SFA
2221
Semmax Financial Advisors
North Carolina
$56K -$943 -13 -2%
FPFS
2222
First Personal Financial Services
North Carolina
$55K -$49.8K -686 -48%
PCM
2223
Pinz Capital Management
New York
$54K +$25.2K +350 +88%
BBA
2224
Braun-Bostich & Associates
Pennsylvania
$53K -$263K -3,866 -83%
HFS
2225
HBC Financial Services
Washington
$53K -$21.4K -300 -29%
87 88
89
90 91