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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 %
SWM
2051
Sugarloaf Wealth Management
Georgia
$313K +$507 +6 +0.2%
WAM
2052
WNY Asset Management
New York
$313K +$313K +3,720 New
TIA
2053
Traphagen Investment Advisors
New Jersey
$310K +$310K +3,675 New
OWA
2054
Octavia Wealth Advisors
Ohio
$310K +$310K +3,672 New
WAG
2055
Winthrop Advisory Group
Massachusetts
$309K -$1.43K -17 -0.5%
WCA
2056
Westover Capital Advisors
Delaware
$308K -$41.9K -497 -12%
LWA
2057
Lineweaver Wealth Advisors
Ohio
$308K +$14.8K +175 +5%
MA
2058
MONECO Advisors
Connecticut
$308K +$46.6K +500 +18%
JWM
2059
JGP Wealth Management
Oregon
$305K -$159K -1,790 -34%
SLA
2060
Silver Lake Advisory
Utah
$305K -$3.89K -46 -1%
BFO
2061
Biltmore Family Office
North Carolina
$305K +$2.03K +24 +0.7%
SBL
2062
Sargent Bickham Lagudis
Colorado
$305K +$26.7K +316 +10%
PWAP
2063
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$304K – – –
CS
2064
Capital Square
Tennessee
$304K +$927 +11 +0.3%
HCA
2065
Horan Capital Advisors
Ohio
$304K +$36.7K +435 +14%
DWM
2066
Dorchester Wealth Management
Quebec, Canada
$304K +$304K +3,600 New
GDP
2067
Great Diamond Partners
Maine
$303K +$303K +3,599 New
CCG
2068
Chatham Capital Group
Georgia
$302K – – –
UF
2069
Univest Financial
Pennsylvania
$302K – – –
SHWM
2070
Silicon Hills Wealth Management
Texas
$302K +$2.53K +30 +0.8%
BWA
2071
Beam Wealth Advisors
Louisiana
$301K -$255K -3,017 -46%
IA
2072
IndexIQ Advisors
New York
$301K -$89.7K -1,062 -23%
ACM
2073
Aljian Capital Management
Nevada
$300K -$12.3K -146 -4%
CWM
2074
Circle Wealth Management
New Jersey
$300K -$12.3K -145 -4%
EWF
2075
Epstein & White Financial
California
$299K -$41.1K -493 -12%
81 82
83
84 85