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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 %
GAAM
1901
Guinness Atkinson Asset Management
California
$402K – – –
BFPW
1902
BOK Financial Private Wealth
Colorado
$401K -$261K -2,923 -39%
LSA
1903
L & S Advisors
California
$400K -$476K -5,334 -54%
EWM
1904
Evermay Wealth Management
Virginia
$400K -$58.8K -660 -13%
APW
1905
Austin Private Wealth
Texas
$400K -$26.9K -301 -6%
TF
1906
TLWM Financial
Texas
$398K -$4.06K -46 -1%
ARTA
1907
A.R.T. Advisors
New York
$398K +$398K +4,462 New
KC
1908
Kingfisher Capital
North Carolina
$397K -$145K -1,628 -27%
OFW
1909
Omnia Family Wealth
Florida
$393K -$5.44K -61 -1%
CF
1910
Copperwynd Financial
Arizona
$393K -$72.9K -817 -16%
PA
1911
Probity Advisors
Texas
$393K -$7.67K -86 -2%
PJSIMP
1912
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K -$2.23K -25 -0.6%
IIC
1913
Integrated Investment Consultants
Michigan
$393K -$1.25K -14 -0.3%
VCM
1914
Vivaldi Capital Management
Illinois
$391K -$298K -3,285 -43%
DSN
1915
D. Scott Neal
Kentucky
$390K – – –
HA
1916
Harbor Advisors
Florida
$390K – – –
AM
1917
Atwater Malick
Pennsylvania
$389K – – –
TCM
1918
Traynor Capital Management
Pennsylvania
$389K +$28.7K +322 +8%
PFA
1919
Pathway Financial Advisors
Vermont
$388K -$58.4K -655 -13%
ARG
1920
Advisory Resource Group
Oklahoma
$387K +$268 +3 +0.1%
MPPLM
1921
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$387K +$99.8K +1,119 +35%
HPWM
1922
Highland Private Wealth Management
Washington
$386K -$354K -3,964 -48%
EBSAM
1923
Eubel Brady & Suttman Asset Management
Ohio
$386K -$44.6K -500 -10%
CCG
1924
Chatham Capital Group
Georgia
$386K – – –
FHC
1925
First Heartland Consultants
Missouri
$386K +$49.8K +558 +15%
75 76
77
78 79