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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 %
TAIM
1551
TD Ameritrade Investment Management
Nebraska
$861K -$42.5K -476 -5%
DWA
1552
Divergent Wealth Advisors
Utah
$861K +$8.92K +100 +1%
TCPWM
1553
Traverso Chambers Private Wealth Management
California
$860K +$10.7K +120 +1%
CA
1554
Claro Advisors
Massachusetts
$858K +$7.4K +83 +0.9%
MFG
1555
Merit Financial Group
Georgia
$857K -$5.17K -58 -0.6%
IWP
1556
IAG Wealth Partners
Wisconsin
$857K – – –
IIA
1557
ICW Investment Advisors
Arizona
$855K +$33K +370 +4%
PWP
1558
Principle Wealth Partners
Connecticut
$853K +$2.23K +25 +0.3%
WMG
1559
WESCAP Management Group
California
$853K +$229K +2,572 +37%
WCM
1560
Windsor Capital Management
Arizona
$852K +$18.6K +208 +2%
SRSA
1561
S.R. Schill & Associates
Washington
$850K +$72.5K +812 +9%
FPTW
1562
Franklin, Parlapiano, Turner & Welch
Texas
$850K +$850K +9,524 New
CPA
1563
Clear Perspective Advisors
Illinois
$849K -$297K -3,331 -26%
ICM
1564
IMS Capital Management
Oregon
$849K +$849K +9,515 New
FNBOMD
1565
First National Bank of Mount Dora
Florida
$847K -$699K -7,828 -45%
BFC
1566
Bedel Financial Consulting
Indiana
$846K -$55.9K -626 -6%
CPIA
1567
Cornell Pochily Investment Advisors
New York
$845K +$60.5K +678 +8%
AIM
1568
Aspen Investment Management
Michigan
$844K – – –
EOCM
1569
Energy Opportunities Capital Management
Texas
$841K +$95.9K +1,075 +13%
WBC
1570
West Branch Capital
Massachusetts
$839K +$326K +3,653 +63%
LI
1571
Leap Investments
Illinois
$839K +$839K +9,400 New
FSA
1572
Franklin Street Advisors
North Carolina
$836K -$36.9K -414 -4%
FC
1573
FORA Capital
Florida
$833K -$51.4K -576 -6%
BMC
1574
Benin Management Corp
Connecticut
$833K -$18.2K -204 -2%
BSG
1575
Black Swift Group
Colorado
$830K +$815K +9,130 +5,371%
61 62
63
64 65