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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 %
B
1451
Bridgeworth
Alabama
$1.01M -$95.3K -1,069 -9%
DBRC
1452
D.B. Root & Company
Pennsylvania
$1.01M -$267K -2,992 -21%
TWM
1453
Titus Wealth Management
California
$1.01M +$74.7K +837 +8%
CLOS
1454
Compagnie Lombard Odier SCmA
Switzerland
$1M -$57K -639 -5%
BWP
1455
Bernardo Wealth Planning
Pennsylvania
$999K +$108K +1,213 +12%
9WM
1456
9258 Wealth Management
Ohio
$997K +$93K +1,042 +10%
SMC
1457
Smith, Moore & Co
Missouri
$995K -$367K -4,111 -27%
Kovitz Investment Group Partners
1458
Kovitz Investment Group Partners
Illinois
$994K +$122K +1,367 +14%
NP
1459
NorthRock Partners
Minnesota
$991K -$586K -6,567 -37%
LA
1460
Legacy Advisors
Pennsylvania
$991K +$3.3K +37 +0.3%
SBWIC
1461
Schaper Benz & Wise Investment Counsel
Wisconsin
$991K +$32K +358 +3%
MAA
1462
Mraz Amerine & Associates
California
$990K -$61.1K -685 -6%
CCM
1463
Chilton Capital Management
Texas
$990K +$64.1K +718 +7%
BFO
1464
Biltmore Family Office
North Carolina
$986K -$19.2K -215 -2%
CPO
1465
Cerity Partners OCIO
New York
$986K +$2.5K +28 +0.3%
FWP
1466
FAS Wealth Partners
Kansas
$986K +$12.3K +138 +1%
FAN
1467
Financial Advisors Network
California
$985K – – –
BCM
1468
Brookstone Capital Management
Illinois
$982K -$405K -4,537 -29%
CAM
1469
Costello Asset Management
Pennsylvania
$981K +$981K +10,995 New
CHAM
1470
Clear Harbor Asset Management
Connecticut
$980K -$40.2K -450 -4%
AFIA
1471
America First Investment Advisors
Nebraska
$980K – – –
SC
1472
Sawyer & Company
Massachusetts
$980K +$108K +1,205 +12%
LSPW
1473
Lake Street Private Wealth
Illinois
$971K +$84.7K +950 +10%
FSCM
1474
Front Street Capital Management
Montana
$970K -$59.5K -667 -6%
AW
1475
ACG Wealth
Georgia
$966K -$272K -3,050 -22%
57 58
59
60 61