CVX icon

Chevron

2,559 hedge funds and large institutions have $172B invested in Chevron in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 1,205 increasing their positions, 947 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,559
Holders Change
-11
Holders Change %
-0.43%
% of All Funds
44.94%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
128
Increased
1,205
Reduced
947
Closed
102
Calls
$2.3B
Puts
$2.52B
Net Calls
-$222M
Net Calls Change
-$544M
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
2501
CBIZ Investment Advisory Services
Ohio
$28K -$50K
PCH
2502
PGIM Custom Harvest
New Jersey
$26K
CWM
2503
Cranbrook Wealth Management
Michigan
$26K +$10.1K +101 +64%
CPWM
2504
Cypress Point Wealth Management
Texas
$25K -$22.9K -229 -48%
BA
2505
Bellwether Advisors
Nebraska
$25K +$25K +255 New
CWA
2506
Carolina Wealth Advisors
South Carolina
$24K
PFA
2507
Professional Financial Advisors
Nebraska
$24K +$100 +1 +0.4%
CDIA
2508
Capital Directions Investment Advisors
Georgia
$23K -$15.3K -150 -40%
CH
2509
Canton Hathaway
Rhode Island
$23K
FWM
2510
Filbrandt Wealth Management
Wisconsin
$23K +$2.09K +21 +10%
AWMS
2511
Advocacy Wealth Management Services
Georgia
$23K +$9.1K +89 +65%
SOW
2512
State of Wyoming
Wyoming
$23K +$23K +231 New
AWM
2513
Activest Wealth Management
Florida
$22K +$200 +2 +0.9%
HFS
2514
HBC Financial Services
Washington
$21K -$42.8K -408 -67%
KC
2515
Knuff & Co
California
$20K
JPLA
2516
Joseph P. Lucia & Associates
New York
$19K -$10.6K -105 -36%
NL
2517
NVWM LLC
Pennsylvania
$19K +$4.11K +40 +28%
BFG
2518
Baron Financial Group
New Jersey
$17.6K
LPWM
2519
Lake Point Wealth Management
Texas
$17K -$25.4K -244 -60%
LWP
2520
Laurel Wealth Planning
Minnesota
$16K +$7.6K +75 +90%
UFF
2521
USA Financial Formulas
Michigan
$15K -$887K -8,807 -98%
ST
2522
Sageworth Trust
Pennsylvania
$15K -$416K -4,105 -97%
WIA
2523
Wealthstreet Investment Advisors
Texas
$15K
DTIM
2524
Danda Trouve Investment Management
Kansas
$14K
SPWG
2525
Sage Private Wealth Group
Illinois
$13K -$202K -1,976 -94%