CVX icon

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 %
SFS
1026
Strategic Financial Services
New York
$2.14M -$1.09M -12,172 -34%
WT
1027
Washington Trust
Rhode Island
$2.13M -$1.17M -13,321 -36%
RWM
1028
Rench Wealth Management
Texas
$2.13M -$80.5K -902 -4%
VNA
1029
Valley National Advisers
Pennsylvania
$2.12M +$1.85M +20,735 +695%
GIA
1030
GHP Investment Advisors
Colorado
$2.11M -$236K -2,646 -10%
OWA
1031
Outlook Wealth Advisors
Texas
$2.11M -$30.6K -343 -1%
MAM
1032
Martingale Asset Management
Massachusetts
$2.1M -$2.39M -26,818 -53%
MPCG
1033
Matrix Private Capital Group
New York
$2.1M +$42.5K +476 +2%
WIC
1034
Whitegate Investment Counselors
New Hampshire
$2.1M +$96.8K +1,085 +5%
TC
1035
Telemus Capital
Michigan
$2.1M +$207K +2,432 +11%
RMA
1036
Roffman Miller Associates
Pennsylvania
$2.09M +$2.09M +23,390 New
PT
1037
Plimoth Trust
Massachusetts
$2.09M -$558K -6,253 -21%
CP
1038
Cumberland Partners
Ontario, Canada
$2.09M +$596K +6,683 +40%
GCM
1039
Gables Capital Management
Florida
$2.09M -$71.7K -804 -3%
PAM
1040
Pegasus Asset Management
New York
$2.09M -$11.7K -131 -0.6%
MG
1041
Mather Group
Illinois
$2.08M +$2.08M +23,350 New
WP
1042
WealthSource Partners
California
$2.08M -$230K -2,578 -10%
HAG
1043
HighPoint Advisor Group
Illinois
$2.07M -$18.1K -207 -0.9%
KWILP
1044
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.07M -$875K -9,801 -30%
ST
1045
Smithfield Trust
Pennsylvania
$2.06M -$181K -2,028 -8%
BIM
1046
Bridgecreek Investment Management
Oklahoma
$2.05M -$13.4K -150 -0.6%
LWMM
1047
Legacy Wealth Management (Mississippi)
Mississippi
$2.05M +$20.7K +232 +1%
PAMG
1048
Patton Albertson Miller Group
Tennessee
$2.05M +$246K +2,752 +14%
P
1049
Pitcairn
Pennsylvania
$2.04M +$87.8K +984 +4%
BL
1050
BFSG LLC
California
$2.04M +$678K +7,600 +50%
40 41
42
43 44