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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 %
GIM
1651
Greylin Investment Management
Virginia
$717K – – –
RHP
1652
Royal Harbor Partners
Texas
$715K -$212K -2,374 -23%
ESBC
1653
E.S. Barr & Co
Kentucky
$715K -$134K -1,500 -16%
ANB
1654
Amarillo National Bank
Texas
$714K -$36.5K -409 -5%
BOC
1655
Barbara Oil Co
Illinois
$714K – – –
FSA
1656
Financial Sense Advisors
California
$709K -$169K -1,890 -19%
RP
1657
Rice Partnership
Hawaii
$707K -$3.17M -35,504 -82%
AFM
1658
Abbot Financial Management
Massachusetts
$707K -$37.5K -420 -5%
MTC
1659
McDaniel Terry & Co
Texas
$704K -$1.6M -17,928 -69%
BAS
1660
Brown Advisory Securities
Maryland
$702K -$76.5K -865 -10%
BHC
1661
Bowen Hanes & Co
Florida
$696K +$49.5K +555 +8%
TF
1662
Tompkins Financial
New York
$694K +$61.7K +692 +10%
PP
1663
Pegasus Partners
Wisconsin
$693K +$258K +2,896 +59%
MSFP
1664
Mark Sheptoff Financial Planning
Connecticut
$692K +$317K +3,556 +85%
MIAS
1665
Mason Investment Advisory Services
Virginia
$688K -$11.4K -128 -2%
HCP
1666
Holt Capital Partners
Texas
$688K – – –
SEC
1667
Seven Eight Capital
New York
$687K -$5.46M -61,200 -89%
PK
1668
Pflug Koory
Nebraska
$687K -$3.12K -35 -0.5%
EML
1669
Eos Management LP
New York
$687K – – –
BHTS
1670
Bar Harbor Trust Services
Maine
$687K +$55.1K +618 +9%
DA
1671
Doliver Advisors
Texas
$684K +$23.7K +266 +4%
GAM
1672
Gemmer Asset Management
California
$679K +$78.4K +879 +13%
W
1673
Wealthquest
Ohio
$679K +$679K +7,611 New
SFA
1674
Souders Financial Advisors
Ohio
$677K +$77.8K +871 +13%
TGAM
1675
TBH Global Asset Management
Tennessee
$677K +$166K +1,856 +32%
65 66
67
68 69