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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 %
RPA
1976
Rock Point Advisors
Vermont
$353K +$2.03K +24 +0.6%
GWM
1977
Gray Wealth Management
Maine
$352K -$120K -1,426 -25%
CWM
1978
Cabot Wealth Management
Massachusetts
$352K -$50.3K -596 -12%
PCM
1979
Piedmont Capital Management
Montana
$352K +$352K +4,162 New
SMA
1980
Sage Mountain Advisors
Georgia
$352K +$352K +4,171 New
PFGIA
1981
Patriot Financial Group Insurance Agency
Massachusetts
$351K +$183K +2,168 +109%
LIA
1982
LBMC Investment Advisors
Tennessee
$350K -$169 -2 -0%
RPWA
1983
Regent Peak Wealth Advisors
Georgia
$350K +$52.7K +624 +18%
CFN
1984
Cordasco Financial Network
Florida
$349K -$39.9K -473 -10%
RFA
1985
Reilly Financial Advisors
California
$349K +$592 +7 +0.2%
HWA
1986
HHM Wealth Advisors
Tennessee
$348K +$18.5K +219 +6%
VIM
1987
Vista Investment Management
Pennsylvania
$348K +$21.3K +252 +7%
ACH
1988
ArrowMark Colorado Holdings
Colorado
$346K – – –
RW
1989
Rede Wealth
Virginia
$346K +$346K +3,997 New
CAMG
1990
CWA Asset Management Group
Florida
$345K -$56.4K -668 -14%
AC
1991
Alexandria Capital
Virginia
$344K -$73.7K -872 -18%
CRIG
1992
Charter Research & Investment Group
Connecticut
$343K +$51.5K +610 +18%
KOMWMG
1993
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$343K +$106K +1,258 +45%
WWM
1994
Wagner Wealth Management
South Carolina
$343K +$343K +4,066 New
CBA
1995
Coastal Bridge Advisors
Connecticut
$342K -$124K -1,473 -27%
MC
1996
Mathes Company
New York
$342K – – –
GWS
1997
Glassman Wealth Services
Virginia
$342K +$55.7K +660 +19%
CCM
1998
Carlson Capital Management
Minnesota
$341K -$489K -5,364 -59%
MCM
1999
McRae Capital Management
New Jersey
$341K -$270K -3,193 -44%
SAM
2000
Summit Asset Management
Tennessee
$341K -$25.8K -306 -7%
78 79
80
81 82