CVX icon

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 %
ABTD
1676
Arvest Bank Trust Division
Oklahoma
$676K -$261K -2,923 -28%
EGA
1677
E&G Advisors
Texas
$670K +$35.7K +400 +6%
FC
1678
Forte Capital
New York
$665K +$665K +7,451 New
IFWM
1679
Institute for Wealth Management
Colorado
$664K -$13.5K -151 -2%
PVH
1680
Psagot Value Holdings
Israel
$663K – – –
VWA
1681
V Wealth Advisors
Kansas
$662K -$162K -1,814 -20%
SFG
1682
Summit Financial Group
West Virginia
$656K +$37K +415 +6%
RCA
1683
Rowland Carmichael Advisors
Arizona
$652K -$6.87K -77 -1%
LJAC
1684
L.J. Altfest & Co
New York
$652K +$151K +1,692 +30%
HA
1685
HC Advisors
Georgia
$649K +$649K +7,269 New
JWA
1686
JFS Wealth Advisors
Pennsylvania
$648K -$267K -2,989 -29%
BFA
1687
Brendel Financial Advisors
New Hampshire
$648K – – –
RSC
1688
Red Spruce Capital
Pennsylvania
$648K – – –
ECM
1689
Exchange Capital Management
Michigan
$644K -$52.2K -585 -8%
AWC
1690
Abundance Wealth Counselors
Pennsylvania
$644K +$644K +7,221 New
VCM
1691
Vision Capital Management
Oregon
$642K -$19.2K -215 -3%
SLF
1692
Sun Life Financial
Ontario, Canada
$641K +$33.7K +378 +6%
AA
1693
AF Advisors
California
$640K – – –
RGC
1694
Roberts, Glore & Co
Illinois
$639K -$28.5K -320 -4%
SJIM
1695
St. Johns Investment Management
Florida
$638K +$6.96K +78 +1%
BFA
1696
Beaumont Financial Advisors
Massachusetts
$637K -$156K -1,744 -20%
OFS
1697
Orrstown Financial Services
Pennsylvania
$636K – – –
GFPC
1698
Global Financial Private Client
Florida
$634K +$10.9K +124 +2%
CHA
1699
Cooper/Haims Advisors
New York
$634K -$14.1K -158 -2%
RWP
1700
RWA Wealth Partners
Massachusetts
$634K -$12.1K -136 -2%
66 67
68
69 70