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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 %
SEP
2201
Southland Equity Partners
Missouri
$232K +$232K +2,747 New
EDRIA
2202
Edmonds Duncan Registered Investment Advisors
Kansas
$231K +$231K +2,428 New
GEA
2203
Glen Eagle Advisors
New Jersey
$230K -$20.8K -246 -8%
DS
2204
DRW Securities
Illinois
$230K +$230K +2,721 New
WMG
2205
WESCAP Management Group
California
$229K -$39K -462 -15%
TIM
2206
Tortoise Investment Management
New York
$229K – – –
WA
2207
Waverly Advisors
Alabama
$229K +$229K +2,489 New
BEC
2208
Blue Edge Capital
Virginia
$228K -$21.8K -258 -9%
CWM
2209
Campbell Wealth Management
Virginia
$226K -$23.5K -278 -9%
TWM
2210
Tradition Wealth Management
Minnesota
$226K +$226K +2,677 New
SWG
2211
Summit Wealth Group
Vermont
$226K +$226K +2,678 New
MAM
2212
McCarthy Asset Management
California
$225K +$225K +2,665 New
CPWM
2213
Cypress Point Wealth Management
Texas
$225K +$225K +2,670 New
CIG
2214
Cairn Investment Group
Washington
$224K -$1.02M -12,106 -82%
WTFG
2215
Wells Trecaso Financial Group
Ohio
$224K +$224K +2,648 New
TCB
2216
Texas Capital Bancshares
Texas
$223K -$136K -1,605 -38%
DOA
2217
D'Orazio & Associates
Virginia
$223K – – –
NFSG
2218
Newbridge Financial Services Group
Florida
$223K +$93.1K +1,104 +72%
OIM
2219
Oder Investment Management
California
$223K +$223K +2,627 New
NPPM
2220
North Point Portfolio Managers
Ohio
$222K +$222K +2,625 New
SFP
2221
Sandbox Financial Partners
Maryland
$222K +$222K +2,631 New
Aristotle Capital Management
2222
Aristotle Capital Management
California
$222K +$222K +2,632 New
MFS
2223
Mirabella Financial Services
United Kingdom
$221K -$3.25M -38,405 -94%
SCM
2224
Silvant Capital Management
Georgia
$221K – – –
AWM
2225
Accel Wealth Management
Iowa
$220K +$220K +2,599 New
87 88
89
90 91