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Chevron
CVX

Overview Fund Activity

2,884 hedge funds and large institutions have $152B invested in Chevron in 2021 Q4 according to their latest regulatory filings, with 442 funds opening new positions, 1,253 increasing their positions, 919 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,884
Holders Change
+325
Holders Change %
+12.7%
% of All Funds
44.54%
Holding in Top 10
90
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+42.86%
% of All Funds
1.39%
New
442
Increased
1,253
Reduced
919
Closed
81
Calls
$2.79B
Puts
$3.34B
Net Calls
-$550M
Net Calls Change
-$328M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$316M
3
Norges Bank
Norges Bank
Norway
+$231M
4
Ameriprise
Ameriprise
Minnesota
+$223M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$194M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$525M
2
BlackRock
BlackRock
New York
-$309M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$274M
4
State Street
State Street
Massachusetts
-$157M
5
Capital International Investors
Capital International Investors
California
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
2551
Empirical Asset Management
Massachusetts
$255K +$255K +2,176 New
MA
2552
Modus Advisors
Minnesota
$254K – – –
LA
2553
Lakeside Advisors
Washington
$254K +$254K +2,169 New
DM
2554
Diker Management
New York
$253K – – –
TFP
2555
Triune Financial Partners
Kansas
$253K +$253K +2,152 New
AIM
2556
Axiom Investment Management
New York
$252K – – –
WA
2557
WESPAC Advisors
California
$252K +$821 +7 +0.3%
CIS
2558
Continental Investors Services
Washington
$252K +$252K +1,546 New
CA
2559
Claris Advisors
Missouri
$251K +$251K +2,139 New
MHWM
2560
Montz Harcus Wealth Management
Louisiana
$251K +$251K +2,140 New
PAIM
2561
Punch & Associates Investment Management
Minnesota
$250K – – –
KFI
2562
Key Financial Inc
Pennsylvania
$250K – – –
HHRDM
2563
H&H Retirement Design & Management
Nevada
$250K +$250K +1,854 New
SFG
2564
Sovereign Financial Group
Connecticut
$250K +$250K +2,129 New
MWP
2565
Madison Wealth Partners
Wisconsin
$249K +$249K +2,122 New
PA
2566
Planning Alternatives
Michigan
$249K +$249K +2,123 New
OAM
2567
Occidental Asset Management
California
$248K -$21.3K -181 -8%
TWM
2568
Triton Wealth Management
Arizona
$248K -$3.07K -23 -1%
SHJ
2569
Sharkey, Howes & Javer
Colorado
$248K – – –
WCWM
2570
Wooster Corthell Wealth Management
Connecticut
$248K – – –
TC
2571
TAP Consulting
Missouri
$248K +$704 +6 +0.3%
CWM
2572
Circle Wealth Management
New Jersey
$248K +$1.76K +15 +0.7%
TFF
2573
The Family Firm
Maryland
$248K +$2.7K +23 +1%
FWM
2574
Forefront Wealth Management
Pennsylvania
$248K +$248K +2,113 New
MC
2575
Machina Capital
France
$246K -$63K -538 -20%
101 102
103
104 105