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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 %
BHWA
751
Beacon Harbor Wealth Advisors
Virginia
$4.82M +$261K +2,492 +6%
PA
752
Parallel Advisors
California
$4.82M +$433K +4,133 +10%
BSW
753
Buckingham Strategic Wealth
Missouri
$4.81M +$344K +3,287 +8%
SSB
754
Sandy Spring Bank
Maryland
$4.8M -$118K -1,124 -2%
EP
755
Eudaimonia Partners
Tennessee
$4.8M +$1.11M +10,584 +30%
AF
756
Allworth Financial
California
$4.78M +$94.5K +902 +2%
1SB
757
1ST Source Bank
Indiana
$4.78M +$245K +2,343 +5%
XF
758
XML Financial
Maryland
$4.77M +$271K +2,592 +6%
LA
759
Lynch & Associates
Indiana
$4.75M +$707K +6,748 +17%
MC
760
Miramar Capital
Illinois
$4.74M +$4.74M +46,855 New
PWP
761
Principle Wealth Partners
Connecticut
$4.74M -$22K -210 -0.5%
IC
762
Inscription Capital
Texas
$4.74M +$1.71M +16,373 +57%
APSI
763
Asset Planning Services Inc
Louisiana
$4.72M +$242K +2,315 +5%
First Manhattan
764
First Manhattan
New York
$4.71M -$143K -1,364 -3%
CWG
765
Cornerstone Wealth Group
North Carolina
$4.71M +$470K +4,893 +11%
CK
766
Cohen Klingenstein
New York
$4.7M – – –
CCMD
767
Cypress Capital Management (Delaware)
Delaware
$4.7M -$165K -1,579 -3%
CRC
768
Curi RMB Capital
Illinois
$4.7M +$849K +8,102 +22%
SS
769
Sunbelt Securities
Texas
$4.69M -$43K -436 -0.9%
AFM
770
Andesa Financial Management
Pennsylvania
$4.68M +$31.9K +305 +0.7%
PWM
771
Perigon Wealth Management
California
$4.67M +$268K +2,563 +6%
FMTC
772
Farmers & Merchants Trust Company
California
$4.65M +$104K +989 +2%
FM
773
Foster & Motley
Ohio
$4.62M -$816K -7,793 -15%
BOH
774
Bank of Hawaii
Hawaii
$4.61M -$122K -1,167 -3%
MJP
775
Michael J. Puzo
$4.59M -$13.6K -130 -0.3%
29 30
31
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