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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 %
MBT
851
Montecito Bank & Trust
California
$2.9M +$38.5K +456 +1%
AC
852
Allstate Corporation
Illinois
$2.89M +$1.37M +16,210 +90%
APA
853
American Portfolios Advisors
New York
$2.89M +$145K +1,718 +5%
SFA
854
Sequoia Financial Advisors
Ohio
$2.89M +$557K +6,592 +24%
CPWA
855
Cerro Pacific Wealth Advisors
California
$2.88M +$2.88M +34,100 New
ETI
856
Enterprise Trust & Investment
California
$2.88M -$23.3K -250 -0.8%
WSCM
857
Wellington Shields Capital Management
New York
$2.87M +$1.19M +14,109 +71%
HCM
858
Hengehold Capital Management
Ohio
$2.86M +$384K +4,546 +15%
WLPWM
859
Walled Lake Planning & Wealth Management
Illinois
$2.86M -$1.44K -17 -0.1%
LWM
860
Liberty Wealth Management
California
$2.85M +$67.2K +778 +2%
FNBTCON
861
First National Bank & Trust Co of Newtown
Pennsylvania
$2.84M -$57.1K -676 -2%
BHWA
862
Beacon Harbor Wealth Advisors
Virginia
$2.84M +$209K +2,480 +8%
BL
863
BCWM LLC
Kansas
$2.83M +$68.1K +806 +2%
CHC
864
City Holding Co
West Virginia
$2.83M -$444K -5,258 -14%
NCM
865
Narwhal Capital Management
Georgia
$2.82M -$407K -4,825 -13%
MSAM
866
Moloney Securities Asset Management
Missouri
$2.8M -$101K -1,192 -3%
BCCM
867
Bridge Creek Capital Management
Massachusetts
$2.8M -$26.2K -310 -0.9%
IFAM
868
Institutional & Family Asset Management
Colorado
$2.79M -$138K -1,630 -5%
BP
869
BBR Partners
New York
$2.79M -$97.6K -1,156 -3%
Lido Advisors
870
Lido Advisors
California
$2.79M +$1.08M +12,789 +63%
BRWA
871
B. Riley Wealth Advisors
Florida
$2.78M -$1.04M -12,269 -27%
MP
872
McDonald Partners
Ohio
$2.78M +$2.78M +32,865 New
AP
873
Advisor Partners
California
$2.77M -$542K -6,408 -16%
MAFM
874
Mid Atlantic Financial Management
Pennsylvania
$2.77M +$773K +9,153 +39%
SVWAG
875
Sound View Wealth Advisors Group
Georgia
$2.77M -$98.5K -1,166 -3%
33 34
35
36 37