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Chevron

2,584 hedge funds and large institutions have $151B invested in Chevron in 2019 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 1,020 increasing their positions, 1,019 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,584
Holders Change
+201
Holders Change %
+8.43%
% of All Funds
51.03%
Holding in Top 10
109
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-15.5%
% of All Funds
2.15%
New
310
Increased
1,020
Reduced
1,019
Closed
70
Calls
$1.81B
Puts
$1.72B
Net Calls
+$94M
Net Calls Change
-$308M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
2501
Creative Financial Designs
Indiana
$92K -$1.7K -14 -2%
LWA
2502
Lowe Wealth Advisors
Maryland
$89K -$51.1K -424 -36%
NO
2503
Ninety One
South Africa
$87K
BCI
2504
Brinker Capital Investments
Pennsylvania
$86K -$9.64K -80 -10%
IRAG
2505
Investment Research & Advisory Group
Georgia
$85K +$85K +703 New
MWC
2506
MBM Wealth Consultants
Missouri
$83K +$31.8K +264 +62%
AIS
2507
Accurate Investment Solutions
Pennsylvania
$81K +$8.92K +74 +12%
LPWM
2508
Lake Point Wealth Management
Texas
$81K +$81K +676 New
MIM
2509
Macroview Investment Management
Maryland
$80K
RWG
2510
Regal Wealth Group
California
$75K +$837 +7 +1%
CWA
2511
Capital Wealth Alliance
Arizona
$75K +$75K +700 New
SFG
2512
Sowa Financial Group
Rhode Island
$73K +$73K +602 New
SIS
2513
Sound Income Strategies
Florida
$72K +$6.67K +55 +10%
EWA
2514
Evolution Wealth Advisors
Florida
$68K +$54.2K +451 +392%
WCM
2515
Wealthcare Capital Management
Virginia
$67K +$16.9K +139 +34%
FFW
2516
Fusion Family Wealth
New York
$66K
ICM
2517
Islay Capital Management
Texas
$66K +$66K +550 New
IF
2518
Ironwood Financial
Arizona
$65K
CWA
2519
Core Wealth Advisors
Florida
$63K +$63K +519 New
CQS
2520
Credential Qtrade Securities
$61.8K +$14.6K +121 +31%
GC
2521
Grace Capital
Massachusetts
$60K
HWM
2522
HighMark Wealth Management
Minnesota
$58K +$58K +482 New
VC
2523
Vestor Capital
Illinois
$58K +$58K +482 New
CWM
2524
Cedar Wealth Management
California
$56K +$13.8K +114 +33%
LFA
2525
Lighthouse Financial Advisors
Maryland
$55K +$55K +458 New