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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 %
SWMG
1751
Strategic Wealth Management Group
Maryland
$543K -$14.7K -174 -3%
NQWM
1752
Northwest Quadrant Wealth Management
Oregon
$542K -$8.02K -94 -1%
BWP
1753
Bernardo Wealth Planning
Pennsylvania
$540K -$161K -1,905 -23%
BL
1754
Balentine LLC
Georgia
$538K -$72.1K -854 -12%
MFG
1755
Merit Financial Group
Georgia
$538K -$20.1K -238 -4%
AWAP
1756
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$538K +$538K +6,371 New
W
1757
Wealthquest
Ohio
$536K -$106K -1,255 -16%
VC
1758
Veracity Capital
Georgia
$536K +$32.6K +386 +6%
AIS
1759
AM Investment Strategies
Tennessee
$534K +$4.9K +58 +0.9%
GFS
1760
GYL Financial Synergies
Connecticut
$534K +$18.4K +218 +4%
EWA
1761
Encompass Wealth Advisors
Oregon
$534K +$534K +6,326 New
APC
1762
Aspire Private Capital
North Carolina
$533K -$23.2K -275 -4%
RAM
1763
RWC Asset Management
United Kingdom
$533K – – –
WP
1764
WealthPLAN Partners
Nebraska
$532K -$80.2K -901 -13%
CIM
1765
Chapman Investment Management
California
$532K – – –
ERWM
1766
Elk River Wealth Management
Colorado
$531K +$531K +6,292 New
CI
1767
Capital International
California
$529K +$529K +6,267 New
JWA
1768
JFS Wealth Advisors
Pennsylvania
$528K -$53.7K -636 -9%
BS
1769
Bessemer Securities
New York
$528K – – –
BG
1770
Berry Group
Massachusetts
$527K -$338 -4 -0.1%
BA
1771
Ballast Advisors
Minnesota
$526K -$14.4K -171 -3%
AI
1772
Accredited Investors
Minnesota
$526K +$113K +1,341 +27%
DTC
1773
Davidson Trust Company
Washington
$525K -$122K -1,454 -19%
SJIM
1774
St. Johns Investment Management
Florida
$524K -$40.5K -479 -7%
PPWP
1775
Proquility Private Wealth Partners
Nevada
$524K +$524K +6,205 New
69 70
71
72 73