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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
$2.34B
2
State Street
State Street
Massachusetts
$10.8B
3
Capital International Investors
Capital International Investors
California
$3.23B
4
AAMU
Amundi Asset Management US
Massachusetts
$644M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$4.1B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$373M
2
BlackRock
BlackRock
New York
$10.7B
3
Two Sigma Investments
Two Sigma Investments
New York
$44.6M
4
Invesco
Invesco
Georgia
$1.02B
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
2376
Lowe Wealth Advisors
Maryland
$62K – – –
JWM
2377
Janiczek Wealth Management
Colorado
$62K +$51.7K +614 +503%
SFG
2378
Sowa Financial Group
Rhode Island
$61K +$10.3K +122 +20%
GSAM
2379
Grant Street Asset Management
Pennsylvania
$60K +$60K +705 New
IRAG
2380
Investment Research & Advisory Group
Georgia
$59K – – –
HFS
2381
HBC Financial Services
Washington
$55K – – –
MIM
2382
Macroview Investment Management
Maryland
$55K – – –
KC
2383
Kepos Capital
New York
$55K +$17.5K +208 +47%
APWM
2384
Atlas Private Wealth Management
New York
$54K -$6.28K -75 -10%
Skandinaviska Enskilda Banken (SEB)
2385
Skandinaviska Enskilda Banken (SEB)
Sweden
$54K – – –
PCH
2386
PGIM Custom Harvest
New Jersey
$53K +$53K +560 New
MSFP
2387
Mark Sheptoff Financial Planning
Connecticut
$51K +$4.25K +50 +9%
MLFP
2388
MPS Loria Financial Planners
Illinois
$50K +$30.5K +357 +157%
GWM
2389
Greenhouse Wealth Management
Connecticut
$48K +$48K +570 New
LWA
2390
Lenox Wealth Advisors
New York
$47K +$1.69K +20 +4%
TLFA
2391
True Link Financial Advisors
California
$47K +$47K +561 New
IF
2392
Ironwood Financial
Arizona
$46K – – –
FFW
2393
Fusion Family Wealth
New York
$46K – – –
NCM
2394
New Capital Management
Texas
$46K – – –
KCM
2395
Kathmere Capital Management
Pennsylvania
$46K +$6.39K +75 +16%
GM
2396
GeoWealth Management
Illinois
$46K +$46K +517 New
SGAM
2397
Smith Group Asset Management
Texas
$45K -$7.04M -82,713 -99%
OCM
2398
Orion Capital Management
California
$44K +$44K +520 New
TC
2399
Tacita Capital
Ontario, Canada
$44K +$44K +520 New
SFA
2400
Semmax Financial Advisors
North Carolina
$43K -$21.7K -255 -34%
94 95
96
97 98