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Chevron

2,560 hedge funds and large institutions have $135B invested in Chevron in 2021 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 1,214 increasing their positions, 878 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,560
Holders Change
+90
Holders Change %
+3.64%
% of All Funds
45.08%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.22%
New
226
Increased
1,214
Reduced
878
Closed
109
Calls
$2.27B
Puts
$1.94B
Net Calls
+$324M
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
526
Sequoia Financial Advisors
Ohio
$9.03M +$5.44M +51,958 +152%
NC
527
Nicholas Company
Wisconsin
$9.02M
MDCM
528
Morgan Dempsey Capital Management
Wisconsin
$8.93M +$1.76M +16,791 +25%
HR
529
Howe & Rusling
New York
$8.86M +$375K +3,579 +4%
ECM
530
Estabrook Capital Management
New York
$8.85M +$840K +8,020 +10%
GCA
531
Guardian Capital Advisors
Ontario, Canada
$8.83M +$81.8K +785 +0.9%
SB
532
Simmons Bank
Arkansas
$8.83M -$1.88M -17,928 -18%
SCA
533
Spearhead Capital Advisors
Florida
$8.79M +$1.28M +12,171 +17%
EWA
534
EP Wealth Advisors
California
$8.69M +$1.78M +16,984 +26%
FBP
535
Flippin Bruce & Porter
Virginia
$8.67M -$118K -1,130 -1%
PAM
536
Palisade Asset Management
Minnesota
$8.63M +$452K +4,316 +6%
DWM
537
Dakota Wealth Management
Florida
$8.56M +$6.65M +63,509 +350%
AAM
538
Autus Asset Management
Arizona
$8.51M +$1.42M +13,577 +20%
NLGIA
539
Nippon Life Global Investors Americas
New York
$8.49M -$9.8M -93,520 -54%
AC
540
Alley Company
Illinois
$8.49M +$557K +5,318 +7%
NA
541
NewEdge Advisors
Louisiana
$8.48M -$1.93M -18,447 -19%
NIM
542
Northeast Investment Management
Massachusetts
$8.44M +$482K +4,598 +6%
Vontobel Holding
543
Vontobel Holding
Switzerland
$8.42M -$342K -3,266 -4%
GAM
544
Griffin Asset Management
New York
$8.37M +$1.6M +15,246 +24%
MPI
545
Mairs & Power Inc
Minnesota
$8.35M -$1.91M -18,231 -19%
TI
546
Tidal Investments
Wisconsin
$8.34M +$205K +1,955 +3%
LMIM
547
Lockheed Martin Investment Management
Maryland
$8.31M -$569K -5,430 -6%
WAM
548
World Asset Management
Michigan
$8.29M -$370K -3,586 -4%
BCWM
549
Bartlett & Co Wealth Management
Ohio
$8.22M -$1.06M -10,109 -11%
BC
550
Bartlett & Co
Ohio
$8.22M -$1.06M -10,109 -11%