CVX icon

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 %
SIC
1851
Samalin Investment Counsel
New York
$447K +$185K +2,077 +71%
WQ
1852
Wealth Quarterback
New Jersey
$446K -$211K -2,365 -32%
UFG
1853
United Fire Group
Iowa
$446K – – –
AAI
1854
American Assets Inc
California
$446K – – –
AC
1855
Alexandria Capital
Virginia
$446K +$46.3K +519 +12%
PTC
1856
Philadelphia Trust Company
Pennsylvania
$445K -$64.7K -725 -13%
MFW
1857
Mosaic Family Wealth
Missouri
$444K -$2.68K -30 -0.6%
ED
1858
Exane Derivatives
France
$443K +$443K +4,970 New
WCM
1859
Whitener Capital Management
North Carolina
$443K +$17.8K +200 +4%
TAM
1860
Trillium Asset Management
Massachusetts
$443K +$163K +1,823 +58%
APW
1861
Aurora Private Wealth
New Jersey
$439K -$343K -3,842 -44%
BDWM
1862
Brewin Dolphin Wealth Management
Ireland
$437K +$8.92K +100 +2%
YWP
1863
YorkBridge Wealth Partners
New York
$437K +$32.9K +420 +8%
CIM
1864
CIM Investment Management
Pennsylvania
$436K – – –
WP
1865
WealthShield Partners
North Carolina
$435K +$435K +4,876 New
CWM
1866
Cabot Wealth Management
Massachusetts
$434K +$9.55K +107 +2%
CIP
1867
Capital Insight Partners
Arizona
$434K +$119K +1,333 +38%
NF
1868
Nikulski Financial
Iowa
$434K +$434K +4,863 New
AP
1869
Atwood & Palmer
Missouri
$431K – – –
CNAM
1870
Campbell Newman Asset Management
Wisconsin
$429K +$9.9K +111 +2%
JHP
1871
James Hambro & Partners
United Kingdom
$428K – – –
OMC
1872
Overbrook Management Corp
New York
$425K – – –
PA
1873
Perennial Advisors
New York
$424K -$185K -2,069 -30%
SCG
1874
Sonata Capital Group
Washington
$424K -$44.7K -500 -10%
RMSCM
1875
R.M. Sincerbeaux Capital Management
New York
$424K – – –
73 74
75
76 77