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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 %
AA
2301
Addison Advisors
Vermont
$133K +$133K +1,577 New
SFPG
2302
Stonebridge Financial Planning Group
Florida
$131K -$26.4K -312 -17%
TC
2303
Truvestments Capital
Florida
$129K -$1.95K -23 -1%
IHWM
2304
Iron Horse Wealth Management
Iowa
$128K +$128K +1,513 New
HGWM
2305
Harvest Group Wealth Management
Massachusetts
$127K +$14.2K +168 +13%
CCA
2306
Catalyst Capital Advisors
New York
$126K – – –
LJHT
2307
Laurie J. Hall Trustee
$125K -$546K -6,500 -81%
TFM
2308
TFC Financial Management
Massachusetts
$123K +$423 +5 +0.3%
AAMU
2309
AEGON Asset Management (UK)
United Kingdom
$120K -$7.39M -87,706 -98%
FWM
2310
ForthRight Wealth Management
Georgia
$119K +$119K +1,404 New
TC
2311
Trust Company
Kansas
$118K -$300K -3,561 -72%
SAM
2312
Security Asset Management
New York
$117K -$4.13K -49 -3%
BHWM
2313
Bay Harbor Wealth Management
Maryland
$116K -$75.9K -900 -40%
IWP
2314
IAG Wealth Partners
Wisconsin
$115K -$492K -5,775 -81%
NIM
2315
NuWave Investment Management
New Jersey
$115K +$14.2K +168 +14%
TFO
2316
Tarbox Family Office
California
$115K +$33.6K +399 +41%
SL
2317
Savior LLC
Massachusetts
$114K -$71.2K -843 -38%
CIA
2318
Cascade Investment Advisors
Oregon
$114K – – –
LF
2319
Lee Financial
Texas
$111K – – –
WAS
2320
Winch Advisory Services
Wisconsin
$111K +$843 +10 +0.8%
PFO
2321
Pathstone Family Office
New Jersey
$109K -$87.1K -1,032 -44%
Belvedere Trading
2322
Belvedere Trading
Illinois
$109K +$109K +1,291 New
ME
2323
McIlrath & Eck
Washington
$108K -$4.13K -49 -4%
PGAM
2324
Princeton Global Asset Management
New Jersey
$106K +$106K +1,251 New
LC
2325
Lindbrook Capital
California
$105K -$49.6K -589 -32%
91 92
93
94 95