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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 %
TCWA
2276
Ten Capital Wealth Advisors
Washington
$190K +$190K +2,250 New
MAWCM
2277
Mine & Arao Wealth Creation & Management
California
$189K +$84 +1 +0%
KFS
2278
Kelly Financial Services
Massachusetts
$185K +$29.1K +345 +19%
SFP
2279
Sterling Financial Planning
New Jersey
$184K +$184K +2,180 New
BAM
2280
Bellevue Asset Management
Washington
$183K -$8.03K -89 -4%
LB
2281
Legacy Bridge
Iowa
$182K – – –
SPWG
2282
Sage Private Wealth Group
Illinois
$181K +$181K +2,140 New
ONST
2283
Old North State Trust
North Carolina
$178K -$102K -1,207 -36%
AIM
2284
Arcadia Investment Management
Michigan
$175K -$118K -1,400 -40%
SIS
2285
Sound Income Strategies
Florida
$175K +$1.02K +12 +0.6%
FP
2286
Financial Perspectives
Minnesota
$174K +$3.8K +45 +2%
TFGT
2287
TS Financial Group (TSFG)
Illinois
$169K +$2.54K +30 +2%
ICA
2288
Infrastructure Capital Advisors
New York
$169K +$169K +2,002 New
CMA
2289
Cedar Mountain Advisors
Oregon
$167K -$56.6K -670 -25%
SC
2290
Steph & Co
Wisconsin
$164K +$41.2K +488 +34%
FP
2291
Fiduciary Planning
Florida
$164K +$71K +839 +76%
BWM
2292
Baystate Wealth Management
Massachusetts
$163K -$1.1K -13 -0.7%
AWM
2293
AllSquare Wealth Management
New York
$160K – – –
CWP
2294
Concord Wealth Partners
Virginia
$158K +$158K +1,870 New
BWP
2295
Baldwin Wealth Partners
Massachusetts
$152K -$25.4K -300 -14%
T
2296
TOBAM
France
$150K – – –
AW
2297
Avion Wealth
Texas
$149K +$55.8K +663 +60%
IRC
2298
Investors Research Corp
Georgia
$142K +$337 +4 +0.2%
SA
2299
SRH Advisors
Kansas
$137K – – –
FMP
2300
Financial Management Professionals
Texas
$133K -$78.7K -932 -37%
90 91
92
93 94