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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 %
BWL
701
Bogart Wealth LLC
Virginia
$5.52M +$1.38M +13,160 +33%
HT
702
Heritage Trust
Oklahoma
$5.49M -$164K -1,567 -3%
HWM
703
HFR Wealth Management
New York
$5.49M +$5.49M +52,386 New
SC
704
Sepio Capital
Utah
$5.48M -$448K -4,280 -8%
IIM
705
Ipswich Investment Management
Massachusetts
$5.44M +$286K +2,730 +6%
HC
706
Hendley & Co
Ohio
$5.43M +$69.7K +665 +1%
HWAM
707
Hennion & Walsh Asset Management
New Jersey
$5.41M +$151K +1,446 +3%
PFM
708
Premier Fund Managers
United Kingdom
$5.4M -$3.63M -35,000 -40%
SCM
709
Stonebridge Capital Management
California
$5.38M – – –
PAS
710
Park Avenue Securities
New York
$5.38M +$396K +3,782 +8%
FFA
711
First Foundation Advisors
California
$5.37M +$701K +6,692 +15%
CCM
712
Cohen Capital Management
California
$5.32M -$1.68K -16 -0%
EWA
713
Exencial Wealth Advisors
Oklahoma
$5.31M -$261K -2,489 -5%
BCM
714
Bayesian Capital Management
New York
$5.31M +$5.31M +50,700 New
MCM
715
Murphy Capital Management
New Jersey
$5.29M +$87.2K +833 +2%
SWP
716
Stratos Wealth Partners
Ohio
$5.29M +$375K +3,580 +8%
KRSITF
717
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.27M -$692K -6,607 -12%
SPC
718
Sigma Planning Corp
Michigan
$5.26M +$834K +7,959 +19%
HT
719
HighTower Trust
Texas
$5.24M -$174K -1,664 -3%
BCV
720
Banque Cantonale Vaudoise
Switzerland
$5.23M -$215K -2,056 -4%
GLLW
721
Graves Light Lenhart Wealth
Virginia
$5.23M +$16.4K +157 +0.3%
SWM
722
Spire Wealth Management
Virginia
$5.22M -$1.62M -15,472 -24%
MFG
723
Monte Financial Group
Connecticut
$5.19M +$47.9K +457 +0.9%
CM
724
Capula Management
Cayman Islands
$5.18M +$2.75M +26,302 +114%
EAM
725
Erste Asset Management
Austria
$5.16M +$136K +1,306 +3%
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