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Chevron

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
Name Holding Trade Value Shares
Change
Shares
Change %
PP
2751
PrairieView Partners
Minnesota
$112K -$8.09K -69 -7%
CPFP
2752
Clear Perspectives Financial Planning
Ohio
$111K
HWM
2753
HighMark Wealth Management
Minnesota
$111K +$10.2K +87 +10%
LD
2754
Lipe & Dalton
New York
$110K +$5.52K +47 +5%
TFO
2755
Tarbox Family Office
California
$109K -$51.9K -444 -32%
CYG
2756
Clean Yield Group
Vermont
$105K
AG
2757
AIA Group
Hong Kong
$105K +$105K +894 New
NF
2758
Norwood Financial
Pennsylvania
$101K +$101K +860 New
DI
2759
Disciplined Investments
Oklahoma
$100K +$33.6K +287 +51%
DRS
2760
Deane Retirement Strategies
Louisiana
$99K
TCM
2761
TD Capital Management
Tennessee
$98K
MWM
2762
Mascoma Wealth Management
New Hampshire
$96K
TFM
2763
TFC Financial Management
Massachusetts
$91K -$23.1K -196 -20%
MWA
2764
Moser Wealth Advisors
Washington
$90K
UFF
2765
USA Financial Formulas
Michigan
$88K +$70.5K +600 +403%
LWA
2766
Lowe Wealth Advisors
Maryland
$87K
FFA
2767
Freedman Financial Associates
Massachusetts
$85K -$818 -7 -1%
TC
2768
Truvestments Capital
Florida
$84K +$118 +1 +0.1%
UIA
2769
Ulland Investment Advisors
Minnesota
$84K +$84K +718 New
PGAM
2770
Princeton Global Asset Management
New Jersey
$82K -$3.15K -27 -4%
IRAG
2771
Investment Research & Advisory Group
Georgia
$82K
MIM
2772
Macroview Investment Management
Maryland
$80K
MSFP
2773
Mark Sheptoff Financial Planning
Connecticut
$79K
O
2774
Ossiam
France
$78K -$31.9M -271,633 -100%
SC
2775
Stephens Consulting
Michigan
$77.9K +$77.9K +664 New