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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 %
OFA
1701
Oak Family Advisors
Illinois
$607K +$607K +7,183 New
CAM
1702
CenterStar Asset Management
Illinois
$606K -$2.84M – –
XWM
1703
Xcel Wealth Management
Florida
$605K -$198K -2,350 -25%
AA
1704
AF Advisors
California
$605K – – –
Members Trust
1705
Members Trust
Florida
$605K +$35.9K +425 +6%
SMF
1706
Sterling Manor Financial
New York
$604K +$604K +7,153 New
ACM
1707
AlphaStar Capital Management
North Carolina
$603K +$603K +6,547 New
MPPW
1708
Mitchell & Pahl Private Wealth
Oklahoma
$602K +$602K +7,128 New
GTAM
1709
Global Trust Asset Management
Florida
$600K -$151K -1,784 -20%
HCP
1710
Hexagon Capital Partners
Arkansas
$600K +$3.63K +43 +0.6%
ECM
1711
ExodusPoint Capital Management
New York
$600K +$99.2K +1,175 +20%
PTC
1712
Philadelphia Trust Company
Pennsylvania
$600K +$122K +1,446 +26%
AFP
1713
Ausdal Financial Partners
Iowa
$597K +$206K +2,441 +53%
RSC
1714
Red Spruce Capital
Pennsylvania
$596K – – –
BFA
1715
Brendel Financial Advisors
New Hampshire
$595K -$1.86K -22 -0.3%
OHIS
1716
Oak Harvest Investment Services
Texas
$595K +$595K +7,040 New
RWP
1717
RWA Wealth Partners
Massachusetts
$594K -$43.9K -520 -7%
IP
1718
Investment Partners
Ohio
$589K +$130K +1,534 +28%
TAM
1719
Townsend Asset Management
North Carolina
$588K +$70.5K +835 +14%
ACI
1720
Alpha Cubed Investments
California
$586K -$24.5K -290 -4%
MWM
1721
Modera Wealth Management
New Jersey
$586K +$262K +3,108 +81%
CA
1722
Cambridge Advisors
Nebraska
$583K -$10.5K -124 -2%
ESBC
1723
E.S. Barr & Co
Kentucky
$582K -$21.1K -250 -3%
CHA
1724
Cooper/Haims Advisors
New York
$580K -$18.9K -224 -3%
CWS
1725
Cypress Wealth Services
California
$578K +$578K +6,843 New
67 68
69
70 71