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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 %
HA
1951
Harbor Advisors
Florida
$369K – – –
PA
1952
Perennial Advisors
New York
$368K -$35.6K -421 -9%
SWM
1953
Salvus Wealth Management
New Jersey
$368K +$368K +4,043 New
BI
1954
Blooom Inc
Kansas
$368K +$368K +4,323 New
IIC
1955
Integrated Investment Consultants
Michigan
$367K +$4.56K +54 +1%
EBSAM
1956
Eubel Brady & Suttman Asset Management
Ohio
$365K – – –
LSAG
1957
Lake Street Advisors Group
New Hampshire
$365K +$118K +1,401 +48%
AWM
1958
Act Wealth Management
Texas
$364K +$364K +4,311 New
DCM
1959
Donaldson Capital Management
Indiana
$364K +$364K +4,313 New
VCM
1960
Vivaldi Capital Management
Illinois
$362K – – –
NF
1961
Nikulski Financial
Iowa
$361K -$55.8K -660 -13%
LFA
1962
Landmark Financial Advisors
Kentucky
$360K +$34.3K +375 +11%
ACM
1963
Alta Capital Management
Utah
$359K -$383K -4,543 -52%
DDC
1964
DF Dent & Co
Maryland
$358K – – –
LB
1965
Leo Brokerage
Texas
$358K +$38.8K +459 +12%
CCP
1966
Cardan Capital Partners
Colorado
$357K -$92.4K -1,094 -21%
DI
1967
DFPG Investments
Utah
$357K -$8.01K -88 -2%
GAAM
1968
Guinness Atkinson Asset Management
California
$356K -$23.6K -280 -6%
TGAM
1969
TBH Global Asset Management
Tennessee
$356K +$1.61K +19 +0.5%
DWM
1970
Defined Wealth Management
Oregon
$356K +$356K +4,214 New
IFG
1971
Investors Financial Group
Minnesota
$355K +$2.7K +32 +0.8%
NFG
1972
Nations Financial Group
Iowa
$355K +$2.79K +33 +0.8%
LCWP
1973
Legacy Capital Wealth Partners
Arkansas
$355K +$355K +4,202 New
AM
1974
Atwater Malick
Pennsylvania
$354K -$14K -166 -4%
HAM
1975
Hammer Asset Management
California
$353K -$75.8K -899 -18%
77 78
79
80 81