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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 %
EI
1726
Ellevest Inc
New York
$599K +$590K +6,608 +6,293%
W
1727
WealthStone
Ohio
$597K +$597K +6,691 New
AP
1728
Appleton Partners
Massachusetts
$595K -$54K -605 -8%
NQWM
1729
Northwest Quadrant Wealth Management
Oregon
$592K -$7.8K -89 -1%
CCG
1730
Ceeto Capital Group
Florida
$591K +$61.3K +687 +12%
HR
1731
Hayden Royal
North Carolina
$591K -$398K -4,459 -40%
SCM
1732
Southport Capital Management
Tennessee
$590K +$211K +2,370 +56%
HDIM
1733
Hanson & Doremus Investment Management
Vermont
$588K -$40.4K -453 -6%
Financial Engines Advisors
1734
Financial Engines Advisors
California
$587K -$13K -146 -2%
WC
1735
Westhampton Capital
North Carolina
$585K -$26.8K -300 -4%
WDA
1736
Wendell David Associates
New Hampshire
$584K -$4.46K -50 -0.8%
SSWM
1737
Sheets Smith Wealth Management
North Carolina
$583K -$841K -9,419 -59%
CP
1738
Covenant Partners
Tennessee
$583K -$836K -9,371 -59%
HA
1739
Harfst & Associates
Wyoming
$581K -$8.92K -100 -2%
SAM
1740
Sequent Asset Management
Texas
$581K – – –
III
1741
Independent Investors Inc
New York
$581K – – –
EW
1742
Element Wealth
Mississippi
$579K +$87.3K +978 +18%
FM
1743
Family Management
New York
$578K +$71.1K +796 +14%
AFS
1744
Axiom Financial Strategies
Indiana
$573K +$30.1K +337 +6%
PCG
1745
Private Capital Group
Connecticut
$573K +$52.4K +587 +10%
SAM
1746
Secure Asset Management
Michigan
$572K +$261K +2,921 +84%
Members Trust
1747
Members Trust
Florida
$570K +$570K +6,391 New
SCA
1748
Salient Capital Advisors
Texas
$569K -$48.2K -540 -8%
GWM
1749
Gray Wealth Management
Maine
$567K +$32.4K +358 +6%
OPPTF
1750
OPSEU Pension Plan Trust Fund
Ontario, Canada
$565K -$555K -6,397 -50%
68 69
70
71 72