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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 %
PV
1976
Private Vista
Illinois
$342K -$364K -4,085 -52%
ACM
1977
Anfield Capital Management
California
$340K -$16.8K -200 -5%
CG
1978
Corundum Group
Colorado
$339K -$16.2K -182 -5%
WMC
1979
Westwood Management Corporation
Illinois
$339K – – –
NFG
1980
Nations Financial Group
Iowa
$339K +$16K +179 +5%
EIG
1981
Ellenbecker Investment Group
Wisconsin
$338K +$38.6K +433 +13%
APG
1982
Abacus Planning Group
South Carolina
$338K +$42.9K +480 +15%
KFP
1983
KMG Fiduciary Partners
Ohio
$335K +$335K +3,759 New
SB
1984
Sunflower Bank
Texas
$335K +$335K +3,765 New
BL
1985
Balentine LLC
Georgia
$334K -$63K -706 -16%
DI
1986
DFPG Investments
Utah
$334K -$259 -3 -0.1%
BIA
1987
Bigelow Investment Advisors
Maine
$333K -$92.4K -1,036 -22%
TA
1988
Trellis Advisors
Washington
$332K -$50.4K -564 -13%
IWAG
1989
Integer Wealth Advisors Group
Georgia
$331K – – –
MAM
1990
Morse Asset Management
Connecticut
$328K +$4.55K +51 +1%
NCM
1991
Nelson Capital Management
California
$328K +$24.4K +273 +8%
LFA
1992
Landmark Financial Advisors
Kentucky
$328K +$28.1K +318 +9%
IA
1993
Independence Advisors
Pennsylvania
$327K -$4.37K -49 -1%
TL
1994
TrueWealth LLC
Georgia
$326K -$32.5K -364 -9%
TIA
1995
Tiemann Investment Advisors
California
$326K -$17.9K -200 -5%
PA
1996
PSI Advisors
Florida
$326K +$57.9K +649 +22%
QCMC
1997
Quantum Capital Management (California)
California
$326K +$288K +3,223 +750%
RCIM
1998
Red Cedar Investment Management
Michigan
$325K +$325K +3,647 New
DCM
1999
Donaldson Capital Management
Indiana
$324K -$50.8K -569 -14%
CM
2000
CoreCommodity Management
Connecticut
$323K -$535 -6 -0.2%
78 79
80
81 82