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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 %
MAFM
926
Mid Atlantic Financial Management
Pennsylvania
$2.63M -$121K -1,359 -4%
NAMP
927
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.63M – – –
RC
928
Roundview Capital
New Jersey
$2.63M -$282K -3,162 -10%
WEC
929
Winslow Evans & Crocker
Massachusetts
$2.63M +$58.3K +653 +2%
CPA
930
Capital Planning Advisors
California
$2.62M +$162K +1,816 +7%
AMG
931
Advisors Management Group
Wisconsin
$2.62M -$58.2K -652 -2%
IC
932
Intersect Capital
California
$2.61M +$64.8K +726 +3%
AMIM
933
Aull & Monroe Investment Management
Alabama
$2.6M -$47.3K -530 -2%
SWMG
934
Signature Wealth Management Group
Georgia
$2.6M +$39.4K +441 +2%
JCM
935
Jacobi Capital Management
Pennsylvania
$2.59M +$140K +1,556 +6%
BMO
936
Beck Mack & Oliver
New York
$2.59M -$11.2K -125 -0.4%
MHIC
937
Marble Harbor Investment Counsel
Massachusetts
$2.58M – – –
BFA
938
Benedict Financial Advisors
Georgia
$2.58M +$25.7K +288 +1%
BAM
939
Belpointe Asset Management
Nevada
$2.58M +$748K +8,380 +41%
HCM
940
Hengehold Capital Management
Ohio
$2.57M +$162K +1,817 +7%
PBO
941
Peoples Bank (Ohio)
Ohio
$2.57M +$92.6K +1,037 +4%
RWM
942
RBA Wealth Management
California
$2.57M +$60.8K +681 +2%
RMDI
943
R.M. Davis Inc
Maine
$2.56M -$500K -5,600 -16%
PCTC
944
Perkins Coie Trust Company
Washington
$2.56M +$146K +1,638 +6%
DWM
945
Dakota Wealth Management
Florida
$2.56M +$2.56M +28,649 New
GWMIA
946
Global Wealth Management Investment Advisory
Florida
$2.56M -$54.6K -612 -2%
TCCM
947
Timber Creek Capital Management
Massachusetts
$2.55M +$103K +1,153 +4%
BCM
948
Brookmont Capital Management
Texas
$2.54M -$902K -10,108 -26%
OIA
949
OneDigital Investment Advisors
Kansas
$2.53M +$173K +1,935 +7%
BMM
950
Buffington Mohr McNeal
Idaho
$2.52M +$4.28K +48 +0.2%
36 37
38
39 40