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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 %
BKA
926
Brick & Kyle Associates
Pennsylvania
$3.28M +$48.3K +463 +1%
PIM
927
Perpetual Investment Management
Australia
$3.26M +$714K +6,816 +28%
F
928
F3Logic
Minnesota
$3.26M +$1M +9,582 +45%
FTA
929
Financial & Tax Architects
Missouri
$3.25M +$244K +2,326 +8%
MHS
930
M Holdings Securities
Oregon
$3.25M +$11.8K +113 +0.4%
SVWAG
931
Sound View Wealth Advisors Group
Georgia
$3.24M -$163K -1,557 -5%
CM
932
Castleark Management
Illinois
$3.22M -$1.16M -11,100 -27%
BS
933
Boenning & Scattergood
Pennsylvania
$3.2M -$59.9K -572 -2%
RWA
934
River Wealth Advisors
Pennsylvania
$3.2M -$75.6K -722 -2%
FBT
935
First Bankers Trust
Kentucky
$3.19M -$670K -6,400 -17%
BST
936
Bath Savings Trust
Maine
$3.19M -$21.3K -203 -0.7%
SWK
937
Stephen W. Kidder
$3.19M -$44K -420 -1%
DWT
938
Dorsey & Whitney Trust
South Dakota
$3.19M -$534K -5,097 -14%
MIM
939
MTM Investment Management
South Carolina
$3.18M +$277K +2,648 +10%
PTC
940
Private Trust Company
Ohio
$3.17M +$530K +5,064 +20%
BCFS
941
Butensky & Cohen Financial Security
Florida
$3.17M +$102K +978 +3%
AWM
942
Altium Wealth Management
New York
$3.16M +$35.1K +335 +1%
FBT
943
First Bank & Trust
South Dakota
$3.16M +$378K +3,607 +14%
IEFM
944
IQ EQ Fund Management
Ireland
$3.15M -$25.8K -246 -0.8%
JC
945
Jacobs & Co
California
$3.15M -$60.6K -579 -2%
RWA
946
Ropes Wealth Advisors
Massachusetts
$3.14M +$122K +1,168 +4%
GWMIA
947
Global Wealth Management Investment Advisory
Florida
$3.14M +$29.5K +282 +0.9%
VPIM
948
Vanguard Personalized Indexing Management
California
$3.11M +$1.41M +13,508 +83%
WFI
949
West Family Investments
California
$3.11M +$586K +5,591 +23%
CCA
950
Cobblestone Capital Advisors
New York
$3.09M +$6.91K +66 +0.2%
36 37
38
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