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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 %
TCM
2351
TD Capital Management
Tennessee
$84K +$12.9K +152 +18%
MCM
2352
MV Capital Management
Maryland
$84K +$28.8K +343 +52%
CYG
2353
Clean Yield Group
Vermont
$84K +$67.4K +797 +407%
BSSFA
2354
Baron Silver Stevens Financial Advisors
Florida
$84K +$84K +1,002 New
MIFH
2355
Migdal Insurance & Financial Holdings
Israel
$81K -$6.61K -78 -8%
CT
2356
Clearstead Trust
Maine
$80K – – –
PWMG
2357
Prestige Wealth Management Group
New Jersey
$78K -$37.2K -441 -32%
AP
2358
Arlington Partners
Alabama
$78K -$21.5K -253 -22%
SSC
2359
Syverson Strege & Co
Iowa
$78K +$78K +924 New
FFA
2360
Freedman Financial Associates
Massachusetts
$77K +$77K +911 New
WAM
2361
Wallington Asset Management
Indiana
$76K – – –
CTFG
2362
Capstone Triton Financial Group
Oklahoma
$76K +$76K +904 New
LD
2363
Lipe & Dalton
New York
$75K – – –
HWM
2364
HighMark Wealth Management
Minnesota
$73K +$42.5K +506 +139%
JWBC
2365
John W. Brooker & Co
California
$71K +$4.2K +50 +6%
FPFS
2366
First Personal Financial Services
North Carolina
$70K -$7.26K -86 -9%
RWG
2367
Regal Wealth Group
California
$69K +$760 +9 +1%
SWA
2368
Safir Wealth Advisors
New Hampshire
$68K +$68K +800 New
LGA
2369
Lebenthal Global Advisors
New York
$68K +$68K +813 New
TFIPS
2370
Towarzystwo Funduszy Inwestycyjnych PZU SA
$67.2K +$67.2K +796 New
PP
2371
PrairieView Partners
Minnesota
$67K – – –
MFT
2372
Moisand Fitzgerald Tamayo
Florida
$67K +$1.69K +20 +3%
MWA
2373
Moser Wealth Advisors
Washington
$65K -$16.9K -200 -21%
BWA
2374
Burt Wealth Advisors
Maryland
$64K – – –
TFA
2375
Toth Financial Advisory
Virginia
$64K – – –
93 94
95
96 97