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Chevron
CVX

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$16.9B
2
BlackRock
2
BlackRock
New York
$14.3B
3
State Street
3
State Street
Massachusetts
$14.6B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.44B
5
Capital World Investors
5
Capital World Investors
California
$2.28B

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$3.75M
2
Ameriprise
2
Ameriprise
Minnesota
$1.34B
3
Bank of America
3
Bank of America
North Carolina
$3.48B
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.8M
5
Franklin Resources
5
Franklin Resources
California
$2.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
2626
BigSur Wealth Management
Florida
– -$241K -2,300 Closed
BC
2627
Brio Consultants
California
– -$239K -2,279 Closed
COF
2628
Capital One Financial
Virginia
– -$228K -2,180 Closed
FA
2629
Faithward Advisors
Pennsylvania
– -$228K -2,176 Closed
WA
2630
WESPAC Advisors
California
– -$224K -2,139 Closed
TPW
2631
Tiller Private Wealth
Pennsylvania
– -$223K -2,131 Closed
KCM
2632
Kendall Capital Management
Maryland
– -$222K -2,123 Closed
SFC
2633
SYM Financial Corp
Indiana
– -$218K -2,083 Closed
KA
2634
Klingman & Associates
New York
– -$217K -2,074 Closed
SFM
2635
Signet Financial Management
New Jersey
– -$210K -2,000 Closed
HA
2636
HC Advisors
Georgia
– -$206K -1,962 Closed
C1AG
2637
Client 1st Advisory Group
Florida
– -$205K -1,958 Closed
JFA
2638
Johanson Financial Advisors
California
– -$204K -1,955 Closed
FWSM
2639
First Wilshire Securities Management
California
– -$202K -1,925 Closed
CTFG
2640
Capstone Triton Financial Group
Oklahoma
– -$200K -1,904 Closed
RWG
2641
Regal Wealth Group
California
– -$147K -1,400 Closed
GSAM
2642
Grant Street Asset Management
Pennsylvania
– -$146K -1,390 Closed
MWP
2643
Meridian Wealth Partners
Pennsylvania
– -$122K -1,171 Closed
NIC
2644
Northwest Investment Counselors
Oregon
– -$121K -1,157 Closed
LGWM
2645
Litman Gregory Wealth Management
California
– -$116K -1,108 Closed
SWP
2646
ShoreHaven Wealth Partners
New Jersey
– -$107K -1,025 Closed
GGHC
2647
Gilder Gagnon Howe & Co
New York
– -$96K -920 Closed
MWM
2648
Mascoma Wealth Management
New Hampshire
– -$72K -684 Closed
KC
2649
Kepos Capital
New York
– -$69K -655 Closed
APWM
2650
Atlas Private Wealth Management
New York
– -$67K -636 Closed
103 104 105
106
107