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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 %
NCMW
2001
Northern Capital Management (Washington)
Washington
$341K +$341K +4,042 New
CFG
2002
Compton Financial Group
Maryland
$340K +$340K +3,671 New
EWM
2003
Edge Wealth Management
New York
$338K -$7.01M -82,784 -95%
FBFS
2004
First Business Financial Services
Wisconsin
$338K -$12.5K -148 -4%
PAS
2005
Professional Advisory Services
Florida
$338K – – –
NIM
2006
Needham Investment Management
New York
$338K – – –
BWM
2007
Birchcreek Wealth Management
Ohio
$338K +$338K +4,008 New
CG
2008
Corundum Group
Colorado
$336K -$71.5K -846 -18%
WKWM
2009
Walter & Keenan Wealth Management
Indiana
$336K +$2.79K +33 +0.8%
AIP
2010
Almanack Investment Partners
Pennsylvania
$336K +$95.3K +1,127 +40%
JCM
2011
Jacobsen Capital Management
Utah
$335K – – –
F
2012
F3Logic
Minnesota
$335K +$6.39K +75 +2%
KBG
2013
Kahn Brothers Group
New York
$333K – – –
VCG
2014
Vantage Consulting Group
Virginia
$333K +$333K +3,943 New
CCMU
2015
Cheyne Capital Management (UK)
United Kingdom
$332K +$332K +3,930 New
GWSG
2016
GPS Wealth Strategies Group
Colorado
$331K -$23.3K -276 -7%
QT
2017
Quantamental Technologies
New York
$330K +$330K +3,912 New
SFI
2018
SPC Financial Inc
Maryland
$328K -$47.9K -567 -13%
EIA
2019
Eldridge Investment Advisors
New Hampshire
$328K +$3.72K +44 +1%
COCM
2020
Charter Oak Capital Management
New Hampshire
$328K +$328K +3,878 New
APW
2021
Austin Private Wealth
Texas
$327K -$4.73K -56 -1%
EIG
2022
Ellenbecker Investment Group
Wisconsin
$327K +$9.55K +113 +3%
PWAG
2023
Polaris Wealth Advisory Group
California
$326K -$450K -4,941 -58%
NJBEST
2024
New Jersey Better Educational Savings Trust
New Jersey
$326K -$11.7K -139 -3%
CHA
2025
Carmichael Hill & Associates
Maryland
$325K +$45.1K +533 +16%
79 80
81
82 83