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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 %
AWA
1601
ARS Wealth Advisors
Florida
$730K -$208K -2,464 -22%
FNBOMD
1602
First National Bank of Mount Dora
Florida
$730K +$8.11K +96 +1%
DA
1603
Duality Advisers
Florida
$728K +$728K +8,625 New
VBCG
1604
Valley Brook Capital Group
Pennsylvania
$726K +$726K +8,596 New
WP
1605
WealthShield Partners
North Carolina
$724K -$20.1K -238 -3%
JWCA
1606
J.W. Coons Advisors
Ohio
$722K -$76.8K -910 -10%
TFS
1607
TrustCore Financial Services
Tennessee
$721K +$162K +1,918 +29%
GGS
1608
Galvin Gaustad & Stein
Arizona
$721K +$721K +8,537 New
RGC
1609
Roberts, Glore & Co
Illinois
$719K -$422 -5 -0.1%
FC
1610
FORA Capital
Florida
$718K -$671K -7,943 -48%
S
1611
SignatureFD
Georgia
$718K -$187K -2,212 -21%
PJSIMP
1612
P.J. Schmidt Investment Management (PJS)
Wisconsin
$718K – – –
CCA
1613
Conservest Capital Advisors
Pennsylvania
$717K -$654K -7,742 -48%
JAM
1614
Jupiter Asset Management
United Kingdom
$711K +$451K +5,347 +173%
SC
1615
Searle & Co
Connecticut
$710K -$52.7K -624 -7%
DW
1616
Domani Wealth
Pennsylvania
$710K -$26.4K -313 -4%
S
1617
Seeyond
France
$709K -$77.5K -918 -10%
BWAM
1618
Boyd Watterson Asset Management
Ohio
$709K +$366K +4,341 +107%
ITIM
1619
Indiana Trust & Investment Management
Indiana
$708K -$124K -1,464 -15%
UAS
1620
United Asset Strategies
New York
$707K -$26.3K -312 -4%
CG
1621
CFO4Life Group
Texas
$707K +$11.4K +135 +2%
HHGA
1622
Halbert Hargrove Global Advisors
California
$705K +$18.8K +223 +3%
PMFA
1623
Plante Moran Financial Advisors
Michigan
$704K -$164K -1,945 -19%
TFS
1624
Thoroughbred Financial Services
Tennessee
$704K -$67.5K -800 -9%
SA
1625
Strategic Advisors
New York
$702K -$124K -1,373 -15%
63 64
65
66 67