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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 %
YMRC
2001
Yorktown Management & Research Company
Virginia
$321K -$276K -3,100 -46%
FNC
2002
First National Corp
Massachusetts
$321K +$53.7K +602 +20%
SC
2003
Saturna Capital
Washington
$320K -$8.93K -100 -3%
ACP
2004
Aviance Capital Partners
Florida
$320K – – –
UF
2005
Univest Financial
Pennsylvania
$319K -$349K -3,913 -52%
SHWM
2006
Silicon Hills Wealth Management
Texas
$319K -$35.7K -400 -10%
CS
2007
Capital Square
Tennessee
$319K -$3.03K -34 -0.9%
MPW
2008
MA Private Wealth
California
$319K +$2.95K +33 +0.9%
RTC
2009
Riverview Trust Company
Washington
$318K – – –
SNBOSCI
2010
Security National Bank of Sioux City Iowa
Iowa
$318K +$8.92K +100 +3%
GC
2011
Gilbert & Cook
Iowa
$317K +$10.3K +115 +3%
AFAS
2012
Acorn Financial Advisory Services
Virginia
$317K +$317K +3,560 New
GWS
2013
Glassman Wealth Services
Virginia
$316K +$41.2K +461 +15%
PCMC
2014
Private Capital Management (Colorado)
Colorado
$315K -$7.23K -81 -2%
BONST
2015
Bank of Nova Scotia Trust
Ontario, Canada
$314K -$2.23K -25 -0.7%
WDL
2016
Well Done LLC
Michigan
$314K – – –
WCF
2017
West Coast Financial
California
$312K -$36.8K -412 -11%
FC
2018
FCA Corp
Texas
$312K +$312K +3,500 New
NIM
2019
NXG Investment Management
Texas
$311K -$906K -10,167 -74%
PWA
2020
Physician Wealth Advisors
Utah
$310K +$310K +3,456 New
WCWM
2021
Willow Creek Wealth Management
California
$309K -$11.1K -124 -3%
DC
2022
DeDora Capital
California
$309K +$46.3K +519 +18%
CRIG
2023
Charter Research & Investment Group
Connecticut
$308K – – –
EWM
2024
Elmwood Wealth Management
California
$307K -$735K -8,245 -71%
HIC
2025
Hartline Investment Corp
Illinois
$306K -$579K -6,496 -65%
79 80
81
82 83