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Chevron
CVX

Overview Fund Activity

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

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$316M
3
Norges Bank
Norges Bank
Norway
+$231M
4
Ameriprise
Ameriprise
Minnesota
+$223M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$194M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$525M
2
BlackRock
BlackRock
New York
-$309M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$274M
4
State Street
State Street
Massachusetts
-$157M
5
Capital International Investors
Capital International Investors
California
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
951
Meiji Yasuda Asset Management
Japan
$3.67M +$184K +1,564 +5%
APP
952
Avantax Planning Partners
Iowa
$3.66M +$214K +1,822 +6%
AMIM
953
Aull & Monroe Investment Management
Alabama
$3.66M -$35.2K -300 -1%
BCFS
954
Butensky & Cohen Financial Security
Florida
$3.65M +$65.8K +561 +2%
BST
955
Bath Savings Trust
Maine
$3.65M -$7.98K -68 -0.2%
BAM
956
Belpointe Asset Management
Nevada
$3.64M -$4.39M -37,395 -55%
RCA
957
Resonant Capital Advisors
Wisconsin
$3.64M +$368K +3,135 +11%
WSCM
958
Wellington Shields Capital Management
New York
$3.64M +$1.35M +11,534 +59%
IF
959
Intrua Financial
Texas
$3.63M -$66.5K -567 -2%
IWC
960
Integrated Wealth Concepts
Massachusetts
$3.6M +$648K +5,524 +22%
CCA
961
Cobblestone Capital Advisors
New York
$3.6M +$79.2K +675 +2%
BBWA
962
Bell & Brown Wealth Advisors
California
$3.57M +$65.2K +474 +2%
GCIG
963
Grand Central Investment Group
Florida
$3.56M +$31.4K +268 +0.9%
MWM
964
Mattern Wealth Management
Kansas
$3.56M +$38.8K +331 +1%
FTDI
965
First Trust Direct Indexing
Massachusetts
$3.55M -$114K -972 -3%
SVWAG
966
Sound View Wealth Advisors Group
Georgia
$3.54M +$59.4K +506 +2%
DWT
967
Dorsey & Whitney Trust
South Dakota
$3.54M +$27.7K +236 +0.8%
MHIC
968
Marble Harbor Investment Counsel
Massachusetts
$3.53M +$1.44M +12,250 +69%
GCM
969
Granby Capital Management
Florida
$3.52M – – –
FSA
970
Fort Sheridan Advisors
Illinois
$3.5M +$158K +1,350 +5%
SCM
971
Schnieders Capital Management
California
$3.49M +$111K +950 +3%
DY
972
Dowling & Yahnke
California
$3.49M -$555K -4,731 -14%
F
973
F3Logic
Minnesota
$3.48M -$291K -2,482 -8%
TWA
974
TCI Wealth Advisors
Arizona
$3.47M -$242K -2,062 -7%
AT
975
Arden Trust
Delaware
$3.44M -$177K -1,508 -5%
37 38
39
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