CVX icon

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 %
NAS
1776
Nicolet Advisory Services
Wisconsin
$523K -$500K -5,924 -49%
CPA
1777
Clear Perspective Advisors
Illinois
$523K -$194K -2,293 -27%
SCM
1778
Sterneck Capital Management
Missouri
$523K -$188K -2,224 -26%
BFA
1779
Beaumont Financial Advisors
Massachusetts
$523K +$4.73K +56 +0.9%
SW
1780
SkyOak Wealth
Michigan
$518K -$137K -1,620 -21%
TF
1781
Tompkins Financial
New York
$516K -$58.8K -697 -10%
CP
1782
Camelot Portfolios
Ohio
$516K -$31.2K -369 -6%
WW
1783
Waterfront Wealth
Kansas
$516K +$516K +6,113 New
RHP
1784
Royal Harbor Partners
Texas
$515K -$42K -497 -8%
CCM
1785
Chiron Capital Management
Florida
$514K -$84.2K -997 -14%
WFM
1786
Wolff Financial Management
Michigan
$514K -$28.6K -338 -5%
TW
1787
Transform Wealth
Colorado
$510K -$34K -402 -6%
SA
1788
Shilanski & Associates
Alaska
$510K +$30.1K +357 +6%
SB
1789
Strategic Blueprint
Georgia
$509K +$73.3K +868 +17%
FSA
1790
Financial Sense Advisors
California
$508K -$122K -1,440 -19%
III
1791
Independent Investors Inc
New York
$508K -$42.2K -500 -8%
HDIM
1792
Hanson & Doremus Investment Management
Vermont
$508K -$4.56K -54 -0.9%
NICM
1793
Neo Ivy Capital Management
New York
$507K +$507K +6,001 New
SAM
1794
S.A. Mason
Michigan
$506K -$23.2K -275 -4%
HA
1795
Harfst & Associates
Wyoming
$506K +$19.1K +227 +4%
CCM
1796
Chickasaw Capital Management
Tennessee
$505K -$73.4K -870 -13%
JGUA
1797
John G. Ullman & Associates
New York
$502K +$502K +5,945 New
IDBONY
1798
Israel Discount Bank of New York
New York
$501K -$181K -2,147 -27%
FNBSF
1799
First National Bank Sioux Falls
South Dakota
$501K – – –
HPWM
1800
Highland Private Wealth Management
Washington
$500K +$153K +1,811 +44%
70 71
72
73 74