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Chevron
CVX

Overview Fund Activity

2,470 hedge funds and large institutions have $108B invested in Chevron in 2020 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 875 increasing their positions, 1,111 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,470
Holders Change
+206
Holders Change %
+9.1%
% of All Funds
43.83%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.73%
New
331
Increased
875
Reduced
1,111
Closed
91
Calls
$1.6B
Puts
$1.58B
Net Calls
+$21.6M
Net Calls Change
+$96.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.32B
2
State Street
State Street
Massachusetts
+$794M
3
Capital International Investors
Capital International Investors
California
+$760M
4
AAMU
Amundi Asset Management US
Massachusetts
+$444M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$357M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$358M
2
BlackRock
BlackRock
New York
-$297M
3
Two Sigma Investments
Two Sigma Investments
New York
-$214M
4
Invesco
Invesco
Georgia
-$136M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
751
Dean Investment Associates
Ohio
$3.69M -$288K -3,408 -7%
PWW
752
Pettyjohn Wood & White
Virginia
$3.68M -$607K -7,192 -14%
EWA
753
Exencial Wealth Advisors
Oklahoma
$3.67M -$3.42M -40,525 -48%
PCIA
754
Prime Capital Investment Advisors
Kansas
$3.66M -$2.52M -29,813 -41%
MJP
755
Michael J. Puzo
$3.66M -$432K -5,120 -11%
FMTC
756
Farmers & Merchants Trust Company
California
$3.65M -$725K -8,589 -17%
AWE
757
Avidian Wealth Enterprises
Texas
$3.64M +$445K +5,270 +14%
DAS
758
Dynamic Advisor Solutions
Arizona
$3.64M +$703K +8,320 +24%
MPM
759
Meritage Portfolio Management
Kansas
$3.63M +$172K +2,038 +5%
FHB
760
First Hawaiian Bank
Hawaii
$3.61M -$241K -2,857 -6%
LNWWM
761
Laird Norton Wetherby Wealth Management
California
$3.61M +$393K +4,656 +12%
CT
762
Chicago Trust
Illinois
$3.6M +$123K +1,459 +4%
EP
763
Edgestream Partners
New Jersey
$3.59M -$12.7M -150,558 -78%
FWM
764
Frontier Wealth Management
Missouri
$3.59M +$1.67M +19,795 +87%
PWP
765
Principle Wealth Partners
Connecticut
$3.59M +$2.82M +33,403 +369%
AF
766
Alerus Financial
North Dakota
$3.58M -$1.31M -15,543 -27%
FNB
767
Farmers National Bank
Kentucky
$3.58M +$3.58M +42,364 New
AIA
768
Affinity Investment Advisors
California
$3.56M -$122K -1,441 -3%
AP
769
Americana Partners
Texas
$3.56M +$579K +6,860 +19%
FMWA
770
Forvis Mazars Wealth Advisors
Missouri
$3.54M +$827K +9,788 +31%
VWA
771
Visionary Wealth Advisors
Illinois
$3.52M +$250K +2,961 +8%
CB
772
Community Bank
New York
$3.51M -$112K -1,326 -3%
SFI
773
Siemens Fonds Invest
Germany
$3.51M +$3.51M +41,113 New
GCM
774
Garland Capital Management
Washington
$3.5M +$4.22K +50 +0.1%
BSW
775
Buckingham Strategic Wealth
Missouri
$3.49M -$183K -2,169 -5%
29 30
31
32 33