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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 %
BL
851
BCWM LLC
Kansas
$3.83M +$120K +1,146 +3%
IFAM
852
Institutional & Family Asset Management
Colorado
$3.83M +$472K +4,507 +14%
WPIC
853
White Pine Investment Company
Michigan
$3.83M -$7.44K -71 -0.2%
PHS
854
Pekin Hardy Strauss
Illinois
$3.81M +$194K +1,848 +5%
CA
855
Clearstead Advisors
Ohio
$3.79M +$107K +1,023 +3%
RIA
856
Regal Investment Advisors
Michigan
$3.79M +$3.79M +36,179 New
GL
857
Graypoint LLC
New York
$3.77M +$54.7K +522 +1%
VFA
858
Valeo Financial Advisors
Indiana
$3.76M +$127K +1,215 +4%
GQG Partners
859
GQG Partners
Florida
$3.75M -$551M -5,263,822 -99%
PFM
860
Parsec Financial Management
North Carolina
$3.75M -$1.08M -10,352 -22%
SG
861
Swarthmore Group
Pennsylvania
$3.74M +$3.74M +35,702 New
BAM
862
Barrett Asset Management
New York
$3.73M +$73.3K +700 +2%
MBT
863
Montecito Bank & Trust
California
$3.73M +$55K +525 +1%
CHC
864
City Holding Co
West Virginia
$3.72M +$124K +1,183 +3%
BIAS
865
Beacon Investment Advisory Services
New Jersey
$3.71M +$23K +220 +0.6%
NCM
866
Narwhal Capital Management
Georgia
$3.69M +$102K +970 +3%
DY
867
Dowling & Yahnke
California
$3.68M -$42.8K -409 -1%
FBC
868
Fairfield, Bush & Co
Connecticut
$3.67M +$195K +1,857 +6%
NSEDCP
869
NJ State Employees Deferred Compensation Plan
New Jersey
$3.67M – – –
MAFM
870
Mid Atlantic Financial Management
Pennsylvania
$3.67M +$205K +1,954 +6%
IMRF
871
Illinois Municipal Retirement Fund
Illinois
$3.66M -$560K -5,351 -13%
AP
872
Advisor Partners
California
$3.65M +$227K +2,165 +7%
FMTCOCP
873
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.65M +$37.7K +360 +1%
MSAM
874
Moloney Securities Asset Management
Missouri
$3.64M +$646K +6,166 +22%
MHIC
875
Marble Harbor Investment Counsel
Massachusetts
$3.64M +$62.8K +600 +2%
33 34
35
36 37