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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 %
CICI
2151
Capital Investment Counsel Inc
North Carolina
$254K -$228K -2,695 -47%
CAM
2152
Cozad Asset Management
Illinois
$254K -$107K -1,268 -30%
SQA
2153
Simon Quick Advisors
New Jersey
$253K -$49.6K -588 -16%
PWA
2154
Physician Wealth Advisors
Utah
$253K -$33.3K -351 -12%
LF
2155
LifeSteps Financial
California
$253K -$15.6K -185 -6%
ST
2156
Sageworth Trust
Pennsylvania
$253K +$27.3K +323 +12%
SAM
2157
Secure Asset Management
Michigan
$252K -$45.8K -542 -15%
CCA
2158
Conestoga Capital Advisors
Pennsylvania
$251K – – –
EWM
2159
Elite Wealth Management
Washington
$251K +$251K +2,967 New
OWP
2160
Obermeyer Wealth Partners
Colorado
$250K -$263K -3,116 -51%
NPF
2161
Norris Perne & French
Michigan
$250K -$32.9K -390 -12%
MGIA
2162
Matthew Goff Investment Advisor
Texas
$250K +$250K +2,957 New
SMG
2163
Smart Money Group
Texas
$249K -$115K -1,358 -32%
LBD
2164
Landsberg Bennett & Dubbaneh
Florida
$249K -$35K -415 -12%
GAM
2165
Grandview Asset Management
Pennsylvania
$249K +$9.46K +112 +4%
AIG
2166
American International Group
New York
$249K +$34K +402,653 +16%
PCM
2167
Princeton Capital Management
New Jersey
$248K – – –
RA
2168
Reby Advisors
Connecticut
$247K +$247K +2,920 New
CCA
2169
Childress Capital Advisors
Texas
$247K +$247K +2,987 New
SIMM
2170
Stillwater Investment Management (Minnesota)
Minnesota
$246K -$15.2K -180 -6%
CFP
2171
Curran Financial Partners
South Carolina
$245K +$245K +2,897 New
BFS
2172
Bickling Financial Services
Massachusetts
$245K +$245K +2,903 New
PMG
2173
Private Management Group
California
$244K +$244K +2,891 New
WQ
2174
Wealth Quarterback
New Jersey
$243K -$179K -2,115 -42%
WAS
2175
Wealth Advisory Solutions
Indiana
$243K -$86.7K -1,029 -26%
85 86
87
88 89