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Chevron
CVX

Overview Fund Activity

2,584 hedge funds and large institutions have $151B invested in Chevron in 2019 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 1,020 increasing their positions, 1,019 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,584
Holders Change
+201
Holders Change %
+8.43%
% of All Funds
51.03%
Holding in Top 10
109
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-15.5%
% of All Funds
2.15%
New
310
Increased
1,020
Reduced
1,019
Closed
70
Calls
$1.81B
Puts
$1.72B
Net Calls
+$94M
Net Calls Change
-$308M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$254M
2
Deutsche Bank
Deutsche Bank
Germany
+$214M
3
State Street
State Street
Massachusetts
+$200M
4
Capital International Investors
Capital International Investors
California
+$172M
5
Renaissance Technologies
Renaissance Technologies
New York
+$147M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$588M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$456M
3
BlackRock
BlackRock
New York
-$437M
4
Boston Partners
Boston Partners
Massachusetts
-$266M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFG
2276
Heron Financial Group
New York
$302K +$302K +2,714 New
BC
2277
Brio Consultants
California
$301K -$20.7K -172 -6%
GSC
2278
G&S Capital
Colorado
$301K -$7.57K -63 -2%
VBFG
2279
Vishria Bird Financial Group
Tennessee
$301K – – –
FC
2280
FCA Corp
Texas
$301K – – –
RA
2281
Rational Advisors
New York
$301K +$49.3K +408 +20%
PA
2282
PSI Advisors
Florida
$301K +$301K +2,502 New
WCWM
2283
Willow Creek Wealth Management
California
$299K -$74.5K -618 -20%
PWAC
2284
Private Wealth Advisors (California)
California
$299K +$2.66K +22 +0.9%
IUHSA
2285
Itau Unibanco Holding S.A.
Brazil
$299K +$299K +2,483 New
PDM
2286
Penn Davis McFarland
Texas
$296K – – –
HFP
2287
Holistic Financial Partners
Indiana
$296K +$51.8K +429 +21%
SQA
2288
Simon Quick Advisors
New Jersey
$296K +$93.5K +775 +46%
WA
2289
Waverly Advisors
Alabama
$295K -$329 -3 -0.1%
CCFM
2290
Clear Creek Financial Management
Washington
$293K -$57.5K -493 -16%
DACG
2291
Donor Advised Charitable Giving
California
$293K -$12.1K -100 -4%
OBWP
2292
O'Brien Wealth Partners
Massachusetts
$293K +$293K +2,433 New
HFS
2293
Haverford Financial Services
Pennsylvania
$292K +$292K +2,420 New
NRI
2294
NFP Retirement Inc
California
$292K +$292K +2,436 New
HIS
2295
Harvest Investment Services
Illinois
$289K -$238K -1,976 -45%
MIFH
2296
Migdal Insurance & Financial Holdings
Israel
$288K -$310K -2,572 -52%
SNB
2297
Security National Bank
Nebraska
$286K -$42.1K -349 -13%
FA
2298
FCG Advisors
New Jersey
$286K -$25.7K -214 -8%
CA
2299
Corrado Advisors
New Jersey
$285K – – –
CWM
2300
CCG Wealth Management
California
$285K +$285K +2,361 New
90 91
92
93 94