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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 %
ECM
1826
Exchange Capital Management
Michigan
$475K -$119K -1,410 -20%
AP
1827
Appleton Partners
Massachusetts
$475K -$85.4K -1,012 -15%
CCM
1828
CAAS Capital Management
New York
$473K – – –
B
1829
Bridgeworth
Alabama
$472K -$354K -4,193 -43%
RCA
1830
Rowland Carmichael Advisors
Arizona
$471K -$136K -1,608 -22%
RSS
1831
Rosenblum Silverman Sutton
California
$470K -$50.7K -600 -10%
AWA
1832
Arkadios Wealth Advisors
Georgia
$470K +$284K +3,371 +153%
VLC
1833
Van Leeuwen & Company
New Jersey
$469K – – –
CIP
1834
Convergence Investment Partners
Florida
$467K -$1.54M -18,205 -77%
MFW
1835
Mosaic Family Wealth
Missouri
$467K +$25.9K +307 +6%
BA
1836
Birinyi Associates
Connecticut
$466K -$451K -5,338 -49%
BDWM
1837
Brewin Dolphin Wealth Management
Ireland
$465K -$23.3K -276 -5%
PAMP
1838
Polar Asset Management Partners
Ontario, Canada
$465K +$465K +5,503 New
WMA
1839
Wealth Management Associates
New Jersey
$463K -$13.2K -156 -3%
JIP
1840
Jaffetilchin Investment Partners
Florida
$461K -$8.62K -102 -2%
HFA
1841
HC Financial Advisors
California
$460K +$12.1K +143 +3%
GWAM
1842
Guardian Wealth Advisors (Minnesota)
Minnesota
$459K +$459K +5,433 New
IHL
1843
Investment House LLC
California
$458K -$21.1K -250 -4%
MPW
1844
Monterey Private Wealth
California
$457K +$1.35K +16 +0.3%
RCG
1845
Rock Creek Group
District of Columbia
$456K -$83.6K -989 -15%
PWM
1846
PBMares Wealth Management
Virginia
$454K +$8.52K +101 +2%
AFS
1847
Axiom Financial Strategies
Indiana
$453K – – –
CWP
1848
Curated Wealth Partners
California
$452K +$452K +5,349 New
MCM
1849
Manchester Capital Management
Vermont
$451K +$40.3K +478 +10%
CIM
1850
Cambria Investment Management
California
$450K -$24.3K -288 -5%
72 73
74
75 76