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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 %
CM
2026
Columbus Macro
Pennsylvania
$304K -$29.6K -332 -9%
TWP
2027
Tempus Wealth Planning
California
$304K – – –
SBL
2028
Sargent Bickham Lagudis
Colorado
$303K -$24.7K -277 -8%
KFI
2029
Key Financial Inc
Pennsylvania
$303K +$3.33K +38 +1%
CWG
2030
Cornerstone Wealth Group
North Carolina
$302K -$76.3K -854 -20%
22CM
2031
20/20 Capital Management
California
$300K +$16.4K +189 +6%
NPF
2032
Norris Perne & French
Michigan
$299K -$11.9K -133 -4%
GA
2033
Gateway Advisory
New Jersey
$299K -$89 -1 -0%
GWM
2034
GSB Wealth Management
Connecticut
$298K – – –
AFP
2035
Ausdal Financial Partners
Iowa
$294K -$3.75K -42 -1%
LA
2036
LexAurum Advisors
Kansas
$293K -$12K -134 -4%
BCA
2037
Bray Capital Advisors
Florida
$291K +$80.5K +901 +38%
CIC
2038
Chase Investment Counsel
Virginia
$290K +$290K +3,253 New
F
2039
F3Logic
Minnesota
$289K -$18.6K -209 -6%
CA
2040
Cornerstone Advisory
Maryland
$289K -$7.49K -84 -3%
WIC
2041
Wilkins Investment Counsel
Massachusetts
$289K – – –
BHWM
2042
Bay Harbor Wealth Management
Maryland
$289K +$36.1K +404 +14%
SRC
2043
Sage Rhino Capital
California
$287K -$893 -10 -0.3%
CWM
2044
Confluence Wealth Management
Oregon
$287K +$287K +3,215 New
SIA
2045
Starfire Investment Advisers
Michigan
$286K -$27.8K -312 -9%
HJGA
2046
Hardman Johnston Global Advisors
Connecticut
$286K -$6.26K -70 -2%
SMG
2047
Smart Money Group
Texas
$285K +$285K +3,193 New
CWC
2048
Carolinas Wealth Consulting
North Carolina
$284K +$20.5K +230 +8%
GAM
2049
Grandview Asset Management
Pennsylvania
$284K +$284K +3,183 New
HCA
2050
Horan Capital Advisors
Ohio
$283K – – –
80 81
82
83 84