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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 %
LC
1951
Landaas & Company
Wisconsin
$361K -$3.75K -42 -1%
CWM
1952
Connecticut Wealth Management
Connecticut
$359K +$93.7K +1,050 +35%
PAS
1953
Professional Advisory Services
Florida
$357K – – –
NJBEST
1954
New Jersey Better Educational Savings Trust
New Jersey
$357K – – –
NIM
1955
Needham Investment Management
New York
$357K – – –
AC
1956
Addison Capital
Pennsylvania
$356K -$133K -1,494 -27%
RPWA
1957
Regent Peak Wealth Advisors
Georgia
$356K -$14.5K -163 -4%
HWA
1958
HHM Wealth Advisors
Tennessee
$356K +$25.9K +290 +8%
CWM
1959
Circle Wealth Management
New Jersey
$354K +$33.2K +372 +10%
CCB
1960
Cutter & Co Brokerage
Missouri
$354K +$47K +527 +15%
LCAM
1961
London & Capital Asset Management
United Kingdom
$354K +$354K +3,968 New
CHP
1962
Cable Hill Partners
Oregon
$353K – – –
RWA
1963
Redhawk Wealth Advisors
Minnesota
$352K +$352K +3,947 New
WKWM
1964
Walter & Keenan Wealth Management
Indiana
$351K +$351K +3,975 New
AIM
1965
Arcadia Investment Management
Michigan
$350K – – –
AWM
1966
Atticus Wealth Management
Florida
$349K +$2.86K +32 +0.8%
BDF
1967
Balasa Dinverno & Foltz
$348K -$45.4K -508 -12%
AIC
1968
Argus Investors Counsel
New York
$348K +$58K +650 +20%
AIFAIM
1969
American Institute for Advanced Investment Management
Arizona
$347K – – –
FAT
1970
First American Trust
California
$347K +$5.16K +58 +2%
DDC
1971
DF Dent & Co
Maryland
$345K -$78.1K -876 -18%
SFI
1972
SPC Financial Inc
Maryland
$345K -$28.5K -319 -8%
SWM
1973
Sugarloaf Wealth Management
Georgia
$345K -$6.87K -77 -2%
EIA
1974
Eldridge Investment Advisors
New Hampshire
$344K +$1.16K +13 +0.3%
TW
1975
Towerpoint Wealth
California
$343K -$17.9K -200 -5%
77 78
79
80 81