CVX icon

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 %
BCM
2451
Brooktree Capital Management
Michigan
$178K +$178K +1,477 New
NCM
2452
New Capital Management
Texas
$175K – – –
FPFS
2453
First Personal Financial Services
North Carolina
$174K -$70.7K -587 -29%
FWM
2454
FSA Wealth Management
Massachusetts
$168K +$168K +1,391 New
SIA
2455
SeaBridge Investment Advisors
New Jersey
$164K – – –
PWMG
2456
Prestige Wealth Management Group
New Jersey
$163K -$5.68K -47 -3%
CIA
2457
Cascade Investment Advisors
Oregon
$162K -$265K -2,200 -62%
LGWM
2458
Litman Gregory Wealth Management
California
$161K -$5.17K -43 -3%
HGWM
2459
Harvest Group Wealth Management
Massachusetts
$161K +$241 +2 +0.1%
TFO
2460
Tarbox Family Office
California
$159K -$3.5K -29 -2%
BWA
2461
Burt Wealth Advisors
Maryland
$159K +$12.1K +100 +8%
HR
2462
Howe & Rusling
New York
$159K +$15.5K +128 +11%
CFN
2463
Cordasco Financial Network
Florida
$158K +$94.9K +790 +150%
RAM
2464
Riggs Asset Management
Pennsylvania
$157K +$12.1K +100 +8%
LF
2465
Lee Financial
Texas
$151K – – –
SMG
2466
Spectrum Management Group
Indiana
$150K – – –
LWS
2467
Lucia Wealth Services
California
$150K – – –
IFA
2468
Interactive Financial Advisors
Illinois
$149K – – –
SIAS
2469
Shine Investment Advisory Services
Colorado
$148K -$846 -7 -0.6%
EWM
2470
EPG Wealth Management
Georgia
$143K +$143K +1,188 New
LWM
2471
Lenox Wealth Management
Ohio
$141K -$16K -132 -10%
FGAM
2472
Financial Gravity Asset Management
Texas
$139K +$57.1K +106 +70%
PWP
2473
Personal Wealth Partners
Minnesota
$137K – – –
MWA
2474
Moser Wealth Advisors
Washington
$134K +$134K +1,110 New
CIM
2475
Contravisory Investment Management
Massachusetts
$133K – – –
97 98
99
100 101