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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 %
MAM
1801
Marotta Asset Management
Virginia
$505K -$11.6K -130 -2%
WMA
1802
Wealth Management Associates
New Jersey
$503K +$19.3K +216 +4%
BG
1803
Berry Group
Massachusetts
$502K – – –
GFS
1804
GYL Financial Synergies
Connecticut
$499K -$256K -2,873 -34%
SA
1805
Shilanski & Associates
Alaska
$499K +$3.84K +43 +0.8%
FIA
1806
Foundations Investment Advisors
Arizona
$499K +$26.5K +300 +6%
VLC
1807
Van Leeuwen & Company
New Jersey
$496K +$9.29K +104 +2%
FC
1808
Fayerweather Charles
$493K +$80.4K +900 +19%
TC
1809
TradeLink Capital
Illinois
$493K +$493K +5,520 New
VCS
1810
Vaughan & Co Securities
New Jersey
$492K – – –
JIP
1811
Jaffetilchin Investment Partners
Florida
$491K -$94.9K -1,063 -16%
PFC
1812
Phocas Financial Corp
California
$490K -$116K -1,300 -19%
TAM
1813
Townsend Asset Management
North Carolina
$490K +$67.6K +758 +16%
MWM
1814
Merriman Wealth Management
Washington
$489K -$36.2K -405 -7%
CIM
1815
Cambria Investment Management
California
$488K -$103K -1,152 -17%
EA
1816
Emerald Advisors
Washington
$488K -$14.3K -160 -3%
SWMG
1817
Strategic Wealth Management Group
Maryland
$488K +$8.11K +91 +2%
RWB
1818
RMR Wealth Builders
New Jersey
$487K +$487K +5,464 New
IP
1819
Investment Partners
Ohio
$486K +$2.77K +31 +0.6%
JFA
1820
JNBA Financial Advisors
Minnesota
$483K +$7.05K +79 +1%
MPW
1821
Monterey Private Wealth
California
$480K -$714 -8 -0.1%
DMC
1822
Drexel Morgan & Co
Pennsylvania
$478K – – –
EA
1823
Elm Advisors
California
$477K – – –
TA
1824
TCG Advisors
Texas
$477K +$72.6K +814 +18%
SF
1825
Symphony Financial
Texas
$472K -$58K -650 -11%
71 72
73
74 75