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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
Vanguard Group
Pennsylvania
+$568M
2
BlackRock
BlackRock
New York
+$455M
3
State Street
State Street
Massachusetts
+$193M
4
Morgan Stanley
Morgan Stanley
New York
+$159M
5
Capital World Investors
Capital World Investors
California
+$153M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$551M
2
Ameriprise
Ameriprise
Minnesota
-$451M
3
Bank of America
Bank of America
North Carolina
-$372M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$360M
5
Franklin Resources
Franklin Resources
California
-$339M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
451
Ashfield Capital Partners
California
$11.4M -$230K -2,198 -2%
V
452
Veritable
Delaware
$11.4M -$870K -8,307 -7%
FHC
453
First Horizon Corporation
Tennessee
$11.3M +$2.25M +21,439 +25%
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$11.3M – – –
Cerity Partners
455
Cerity Partners
New York
$11.3M +$138K +1,320 +1%
FA
456
FDx Advisors
Illinois
$11.3M +$611K +5,837 +6%
CTI
457
Community Trust & Investment
Kentucky
$11.3M +$185K +1,764 +2%
IWP
458
Icon Wealth Partners
Texas
$11.3M +$3.32M +31,745 +42%
ALAM
459
Asahi Life Asset Management
Japan
$11.2M -$1.06M -10,127 -9%
SFA
460
Sequoia Financial Advisors
Ohio
$11.2M +$2.18M +20,802 +24%
SAM
461
Shell Asset Management
Netherlands
$11.2M -$7.34M -70,034 -40%
BHWM
462
Bar Harbor Wealth Management
New Hampshire
$11.2M -$654K -6,241 -6%
WJWM
463
Williams Jones Wealth Management
New York
$11.1M +$59.4K +567 +0.5%
JIR
464
James Investment Research
Ohio
$11.1M +$714K +6,813 +7%
GIM
465
Goelzer Investment Management
Indiana
$11M +$358K +3,419 +3%
RAM
466
Redmond Asset Management
Virginia
$11M -$46.6K -445 -0.4%
ISL
467
Ingalls & Snyder LLC
New York
$11M -$278K -2,653 -2%
SCM
468
Shelton Capital Management
Colorado
$10.9M +$466K +4,446 +4%
CT
469
Cambridge Trust
Massachusetts
$10.9M +$52.1K +497 +0.5%
GJCM
470
Grand Jean Capital Management
California
$10.9M -$805K -7,690 -7%
NFC
471
Northeast Financial Consultants
Connecticut
$10.9M +$2.1K +20 +0%
DP
472
Dearborn Partners
Illinois
$10.9M +$242K +2,312 +2%
M
473
MOTCO
Texas
$10.8M +$249K +2,373 +2%
GJIC
474
Gamble Jones Investment Counsel
California
$10.8M -$345K -3,290 -3%
RG
475
Rathbones Group
United Kingdom
$10.8M -$85.5K -816 -0.8%
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