CVX icon

Chevron

2,570 hedge funds and large institutions have $178B invested in Chevron in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 1,301 increasing their positions, 856 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,570
Holders Change
+10
Holders Change %
+0.39%
% of All Funds
44.87%
Holding in Top 10
58
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.94%
% of All Funds
1.01%
New
143
Increased
1,301
Reduced
856
Closed
98
Calls
$2.35B
Puts
$2.03B
Net Calls
+$322M
Net Calls Change
-$1.84M
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
2501
CBIZ Investment Advisory Services
Ohio
$50K -$50K
VC
2502
Vestor Capital
Illinois
$50K
CPWM
2503
Cypress Point Wealth Management
Texas
$50K +$23.9K +229 +92%
ETC
2504
Exchange Traded Concepts
Oklahoma
$47K +$47K +448 New
RA
2505
Resolute Advisors
California
$43K
LPWM
2506
Lake Point Wealth Management
Texas
$43K +$43K +407 New
CAL
2507
Capital Advisors Ltd
Ohio
$42K
PCC
2508
Park Circle Company
Maryland
$42K
CDIA
2509
Capital Directions Investment Advisors
Georgia
$39K +$39K +375 New
DCM
2510
Disciplina Capital Management
Tennessee
$35.1K +$8.27K +79 +31%
NOI
2511
Newton One Investments
Delaware
$34K +$34K +325 New
BHWM
2512
Bay Harbor Wealth Management
Maryland
$33K -$40K -382 -55%
RTC
2513
Riverview Trust Company
Washington
$32K
EWA
2514
Evolution Wealth Advisors
Florida
$32K
CQS
2515
Credential Qtrade Securities
$31.2K
MWC
2516
MBM Wealth Consultants
Missouri
$31K
BCPWM
2517
Bradley & Co Private Wealth Management
Florida
$31K
JPLA
2518
Joseph P. Lucia & Associates
New York
$31K
AFS
2519
Annapolis Financial Services
Maryland
$31K +$9.69K +91 +46%
HS
2520
Horan Securities
United States
$31K +$20.5K +196 +196%
SFFS
2521
Stonehage Fleming Financial Services
Jersey
$30K +$30K +285 New
Belvedere Trading
2522
Belvedere Trading
Illinois
$28K +$28K +289 New
EAM
2523
Exos Asset Management
New York
$27K +$27K +261 New
CWA
2524
Carolina Wealth Advisors
South Carolina
$25K
PFA
2525
Professional Financial Advisors
Nebraska
$25K +$23.4K +224 +1,493%