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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 %
RWM
576
Refined Wealth Management
Utah
$9.13M -$320K -2,724 -3%
SW
577
SVB Wealth
Massachusetts
$9.04M -$73.9K -630 -0.8%
RC
578
RegentAtlantic Capital
New Jersey
$9.03M +$298K +2,542 +3%
CAM
579
Cresset Asset Management
Illinois
$8.96M -$103K -881 -1%
XF
580
XML Financial
Maryland
$8.96M +$53.4K +455 +0.6%
EWA
581
EP Wealth Advisors
California
$8.94M +$102K +866 +1%
PCM
582
Parsons Capital Management
Rhode Island
$8.9M +$603K +5,135 +7%
ICG
583
InterOcean Capital Group
Tennessee
$8.89M +$512K +4,364 +6%
SAA
584
Southeast Asset Advisors
Georgia
$8.88M +$20.8K +177 +0.2%
NAM
585
NorthCrest Asset Manangement
Minnesota
$8.85M +$8.85M +75,409 New
MDCM
586
Morgan Dempsey Capital Management
Wisconsin
$8.84M -$345K -2,944 -4%
VCA
587
Verdence Capital Advisors
Maryland
$8.79M +$287K +2,443 +3%
FF
588
FourThought Financial
Florida
$8.78M +$395K +3,364 +5%
SC
589
SouthState Corp
Florida
$8.73M +$121K +1,027 +1%
KPCM
590
Kings Point Capital Management
New York
$8.73M +$811K +6,913 +10%
LNC
591
Lincoln National Corp
Pennsylvania
$8.73M +$825K +7,033 +10%
IAA
592
Independent Advisor Alliance
North Carolina
$8.72M +$1.46M +12,452 +20%
GAM
593
Griffin Asset Management
New York
$8.72M -$262K -2,231 -3%
EFS
594
Essex Financial Services
Connecticut
$8.7M +$5.89M +50,232 +211%
DBT
595
Dubuque Bank & Trust
Iowa
$8.69M -$286K -2,439 -3%
OAM
596
Oak Asset Management
California
$8.68M -$278K -2,367 -3%
SWM
597
Stockman Wealth Management
Montana
$8.63M -$61.8K -527 -0.7%
MCM
598
MAI Capital Management
Ohio
$8.54M +$479K +4,084 +6%
KPWS
599
Kestra Private Wealth Services
Texas
$8.52M +$1.14M +9,688 +15%
MCM
600
Mengis Capital Management
Oregon
$8.48M +$662K +5,642 +8%