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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 %
LOIM
1476
Liberty One Investment Management
Illinois
$965K -$34.3K -385 -3%
MCP
1477
Mirador Capital Partners
California
$965K +$23.7K +266 +3%
FFN
1478
Focus Financial Network
Minnesota
$963K +$166K +1,861 +21%
WP
1479
WMS Partners
Maryland
$963K -$1.43M -16,039 -60%
CCM
1480
Carderock Capital Management
Maryland
$961K -$46.9K -526 -5%
ITIM
1481
Indiana Trust & Investment Management
Indiana
$959K +$2.68K +30 +0.3%
BRM
1482
Boston Research & Management
Massachusetts
$958K -$8.03K -90 -0.8%
CFG
1483
Cooper Financial Group
California
$958K +$16.7K +187 +2%
GG
1484
Gleason Group
Kentucky
$958K +$21K +235 +2%
KFGK
1485
Keystone Financial Group (Kentucky)
Kentucky
$958K +$99.3K +1,113 +12%
CCFM
1486
Clear Creek Financial Management
Washington
$955K +$738K +8,276 +340%
SIAP
1487
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$953K +$35.8K +402 +4%
WP
1488
WealthPLAN Partners
Nebraska
$951K -$23.2K -258 -2%
HWA
1489
Heritage Wealth Advisors
Virginia
$950K -$2.51M -28,155 -73%
MCA
1490
Mercer Capital Advisers
New Jersey
$947K +$1.87K +21 +0.2%
MWM
1491
Madison Wealth Management
Ohio
$947K +$73.8K +827 +8%
CAGAS
1492
Capital Advisory Group Advisory Services
Minnesota
$947K +$870K +9,751 +1,131%
AIM
1493
Aigen Investment Management
New York
$946K -$37.5K -420 -4%
BFIC
1494
Bedell Frazier Investment Counselling
California
$944K -$3.06M -34,262 -76%
AI
1495
ArchPoint Investors
Florida
$941K – – –
MIM
1496
Marco Investment Management
Georgia
$939K +$46.5K +521 +5%
JMFC
1497
J.M. Forbes & Co
Massachusetts
$937K -$35.7K -400 -4%
ATWA
1498
Arbor Trust Wealth Advisors
Michigan
$937K -$13.4K -150 -1%
JIC
1499
Joel Isaacson & Co
New York
$934K +$8.21K +92 +0.9%
PMA
1500
Prudent Man Advisors
Illinois
$934K +$934K +10,464 New
58 59
60
61 62