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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 %
WB
926
Webster Bank
Connecticut
$2.47M -$346K -4,098 -12%
TLP
927
Trinity Legacy Partners
Texas
$2.47M +$198K +2,345 +9%
RIL
928
Rothschild Investment LLC
Illinois
$2.47M -$303K -3,587 -11%
BCB
929
Brian C. Broderick
$2.45M -$275K -3,254 -10%
DSC
930
Duncker Streett & Co
Missouri
$2.45M -$264K -3,126 -10%
SN
931
Sittner & Nelson
Oregon
$2.44M +$2.44M +28,831 New
SNT
932
Security National Trust
West Virginia
$2.43M -$161K -1,905 -6%
LSV Asset Management
933
LSV Asset Management
Illinois
$2.43M -$118K -1,400 -5%
BFA
934
Benedict Financial Advisors
Georgia
$2.43M -$34.9K -413 -1%
GWMIA
935
Global Wealth Management Investment Advisory
Florida
$2.43M +$101K +1,192 +4%
KFP
936
KMG Fiduciary Partners
Ohio
$2.41M +$364K +4,186 +18%
PBO
937
Peoples Bank (Ohio)
Ohio
$2.41M +$2.11K +25 +0.1%
HCM
938
Huber Capital Management
California
$2.41M -$127K -1,500 -5%
HL
939
HeadInvest LLC
Maine
$2.4M +$855K +10,125 +55%
BWL
940
Bogart Wealth LLC
Virginia
$2.4M +$231K +2,733 +11%
TBNY
941
Trustco Bank (New York)
New York
$2.39M +$899K +10,650 +60%
Wealth Enhancement Advisory Services
942
Wealth Enhancement Advisory Services
Minnesota
$2.38M +$183K +1,988 +8%
HSA
943
HBK Sorce Advisory
Pennsylvania
$2.36M -$122K -1,441 -5%
HBT
944
Hills Bank & Trust
Iowa
$2.35M -$67.2K -796 -3%
TCA
945
Tortoise Capital Advisors
Kansas
$2.35M – – –
PAS
946
Park Avenue Securities
New York
$2.35M +$137K +1,625 +6%
PT
947
Plimoth Trust
Massachusetts
$2.34M +$158K +1,870 +7%
AAM
948
Auxier Asset Management
Oregon
$2.34M – – –
SIM
949
Stratos Investment Management
Ohio
$2.33M +$430K +5,091 +23%
MC
950
Middleton & Co
Massachusetts
$2.33M -$400K -4,734 -15%
36 37
38
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