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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 %
GWM
2101
GSB Wealth Management
Connecticut
$282K – – –
PA
2102
PSI Advisors
Florida
$281K +$15K +178 +6%
BWP
2103
BSW Wealth Partners
Colorado
$280K – – –
FG
2104
Foster Group
Iowa
$280K +$280K +3,300 New
MW
2105
MBL Wealth
North Carolina
$280K +$280K +3,319 New
TWP
2106
Tempus Wealth Planning
California
$279K +$6.01K +71 +2%
TFF
2107
The Family Firm
Maryland
$279K +$279K +3,033 New
FDS
2108
First Dallas Securities
Texas
$279K +$279K +3,307 New
WWM
2109
Wolff Wiese Magana
California
$278K +$278K +3,292 New
ISWM
2110
Independent Solutions Wealth Management
New York
$278K -$62.2K -737 -18%
DSN
2111
D. Scott Neal
Kentucky
$277K -$93K -1,100 -25%
KFI
2112
Key Financial Inc
Pennsylvania
$277K -$14.8K -175 -5%
LA
2113
LVW Advisors
New York
$277K +$21.6K +256 +8%
FA
2114
Financial Advisors
Massachusetts
$277K +$34.3K +407 +14%
SCG
2115
Sonata Capital Group
Washington
$276K -$16.9K -200 -6%
PFC
2116
Phocas Financial Corp
California
$274K -$183K -2,166 -40%
AAP
2117
Arax Advisory Partners
Colorado
$274K +$1.18K +14 +0.4%
SNBOSCI
2118
Security National Bank of Sioux City Iowa
Iowa
$274K +$33.5K +397 +14%
PRC
2119
Pearl River Capital
Michigan
$273K -$2.5M -29,561 -90%
NCM
2120
Nelson Capital Management
California
$273K -$216K -2,559 -44%
TIA
2121
Tiemann Investment Advisors
California
$273K -$19.8K -235 -7%
MSA
2122
Marino Stram & Associates
Massachusetts
$273K -$16.1K -191 -6%
WIC
2123
Wilkins Investment Counsel
Massachusetts
$273K – – –
VDBMI
2124
Van Den Berg Management I
Texas
$273K +$33.7K +400 +14%
SSW
2125
Smith Shellnut Wilson
Mississippi
$273K +$35.8K +423 +15%
83 84
85
86 87