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Chevron
CVX

Overview Fund Activity

2,362 hedge funds and large institutions have $109B invested in Chevron in 2020 Q2 according to their latest regulatory filings, with 195 funds opening new positions, 940 increasing their positions, 1,044 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,362
Holders Change
+51
Holders Change %
+2.21%
% of All Funds
48.55%
Holding in Top 10
61
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.91%
% of All Funds
1.25%
New
195
Increased
940
Reduced
1,044
Closed
125
Calls
$1.67B
Puts
$1.42B
Net Calls
+$250M
Net Calls Change
+$139M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$922M
2
Bank of America
Bank of America
North Carolina
+$805M
3
Capital World Investors
Capital World Investors
California
+$307M
4
State Street
State Street
Massachusetts
+$265M
5
LCOV
London Company of Virginia
Virginia
+$78M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$896M
2
BlackRock
BlackRock
New York
-$373M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$352M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$213M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAMC
851
Spectrum Asset Management (California)
California
$3.03M -$717K -8,035 -19%
MERSOM
852
Municipal Employees' Retirement System of Michigan
Michigan
$3.02M -$2.02M -22,660 -40%
CBB
853
Citizens Business Bank
California
$3.01M -$69K -773 -2%
CCM
854
Cadence Capital Management
Massachusetts
$3.01M -$663K -7,426 -18%
RFM
855
Royal Fund Management
Florida
$3.01M +$392K +4,390 +15%
IB
856
Intrust Bank
Kansas
$3M +$591K +6,628 +25%
SRC
857
Shufro Rose & Co
New York
$3M -$33.5K -375 -1%
BP
858
BBR Partners
New York
$2.99M +$23.6K +265 +0.8%
FMWA
859
Forvis Mazars Wealth Advisors
Missouri
$2.98M +$207K +2,325 +7%
CAS
860
Cascadia Advisory Services
Oregon
$2.98M +$2.98M +33,421 New
Wealth Enhancement Advisory Services
861
Wealth Enhancement Advisory Services
Minnesota
$2.98M -$985K -10,821 -25%
LWM
862
Liberty Wealth Management
California
$2.97M -$140K -1,567 -4%
MC
863
Middleton & Co
Massachusetts
$2.97M -$52.6K -590 -2%
BBNA
864
Bremer Bank National Association
Minnesota
$2.96M -$169K -1,893 -5%
WLPWM
865
Walled Lake Planning & Wealth Management
Illinois
$2.95M -$55.5K -622 -2%
BA
866
Baugh & Associates
Georgia
$2.95M +$684K +7,663 +30%
ACM
867
Alta Capital Management
Utah
$2.93M +$128K +1,438 +5%
ISB
868
Iowa State Bank
Iowa
$2.92M -$198K -2,223 -6%
IEFM
869
IQ EQ Fund Management
Ireland
$2.92M -$28.3K -317 -1%
SNT
870
Security National Trust
West Virginia
$2.92M +$26.4K +296 +0.9%
IF
871
Insight Folios
North Carolina
$2.91M +$125K +1,405 +5%
OIM
872
Opus Investment Management
Massachusetts
$2.9M – – –
JWCA
873
J.W. Cole Advisors
Florida
$2.89M +$2.18M +24,448 +308%
IC
874
Inscription Capital
Texas
$2.89M +$10.7K +120 +0.4%
TWA
875
TCI Wealth Advisors
Arizona
$2.89M -$324K -3,634 -10%
33 34
35
36 37