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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 %
LWA
2226
Lowe Wealth Advisors
Maryland
$53K – – –
Loomis, Sayles & Company
2227
Loomis, Sayles & Company
Massachusetts
$51K -$168K -2,299 -77%
IRAG
2228
Investment Research & Advisory Group
Georgia
$51K – – –
MWC
2229
MBM Wealth Consultants
Missouri
$50K – – –
NCM
2230
New Capital Management
Texas
$49K -$57.3K -783 -54%
MIM
2231
Macroview Investment Management
Maryland
$48K – – –
RWG
2232
Regal Wealth Group
California
$45K -$804 -11 -2%
DCM
2233
Davis Capital Management
Florida
$45K +$45K +620 New
ECM
2234
EII Capital Management
New York
$44K – – –
SFG
2235
Sowa Financial Group
Rhode Island
$44K – – –
TFA
2236
Toth Financial Advisory
Virginia
$40K -$38.6K -537 -49%
CAL
2237
Capital Advisors Ltd
Ohio
$40K -$35.6K -488 -47%
FFW
2238
Fusion Family Wealth
New York
$40K – – –
SC
2239
Solstein Capital
California
$39K -$228K -3,139 -85%
IWP
2240
Insight Wealth Partners
Texas
$38K -$4.13M -56,750 -99%
CWA
2241
Core Wealth Advisors
Florida
$38K +$789 +11 +2%
CWM
2242
Cedar Wealth Management
California
$37K +$3.14K +43 +9%
GC
2243
Grace Capital
Massachusetts
$36K – – –
BII
2244
Bainco International Investors
Massachusetts
$36K +$36K +493 New
PCC
2245
Park Circle Company
Maryland
$36K +$36K +500 New
CFD
2246
Creative Financial Designs
Indiana
$34K -$21.4K -292 -39%
IF
2247
Ironwood Financial
Arizona
$34K -$5.34K -73 -14%
LPWM
2248
Lake Point Wealth Management
Texas
$31K -$17.4K -243 -36%
LWA
2249
Lenox Wealth Advisors
New York
$31K – – –
QCMC
2250
Quantum Capital Management (California)
California
$31K – – –
88 89
90
91 92