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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 %
IAN
976
Integrated Advisors Network
Texas
$2.96M +$105K +998 +4%
BFEC
977
Benjamin F. Edwards & Company
Missouri
$2.95M -$678K -6,471 -19%
HBWM
978
Hollow Brook Wealth Management
New York
$2.94M +$1.06M +10,098 +56%
FSA
979
Fort Sheridan Advisors
Illinois
$2.93M -$2.93K -28 -0.1%
EH
980
Equitable Holdings
New York
$2.93M +$524K +5,006 +22%
WWM
981
Western Wealth Management
Colorado
$2.93M +$1.22M +11,651 +72%
BO
982
Bank OZK
Arkansas
$2.92M -$103K -985 -3%
PT
983
Plimoth Trust
Massachusetts
$2.92M +$17.6K +168 +0.6%
DWA
984
Douglass Winthrop Advisors
New York
$2.92M +$121K +1,158 +4%
WP
985
WealthSource Partners
California
$2.91M +$188K +1,793 +7%
B
986
Barings
North Carolina
$2.9M +$1.65M +15,717 +132%
AAM
987
Auxier Asset Management
Oregon
$2.89M – – –
BCM
988
Boltwood Capital Management
California
$2.85M -$24.6K -235 -0.9%
CW
989
CreativeOne Wealth
Kansas
$2.85M +$780K +7,451 +38%
BCB
990
Brian C. Broderick
$2.85M -$96.4K -920 -3%
TYCC
991
Texas Yale Capital Corp
Florida
$2.85M +$853K +8,142 +43%
AIC
992
Ameritas Investment Company
Nebraska
$2.84M -$2.32M -12,859 -45%
BCM
993
Brookmont Capital Management
Texas
$2.84M -$10.1K -96 -0.4%
HIIFS
994
Harel Insurance Investments & Financial Services
Israel
$2.83M -$246K -720 -8%
WAM
995
Weatherly Asset Management
California
$2.82M +$79.6K +760 +3%
TBNY
996
Trustco Bank (New York)
New York
$2.82M -$120K -1,150 -4%
CCM
997
Coerente Capital Management
Ontario, Canada
$2.8M -$153K -1,460 -5%
APP
998
Avantax Planning Partners
Iowa
$2.8M +$531K +5,074 +23%
MAM
999
Meeder Asset Management
Ohio
$2.8M +$57.9K +553 +2%
SCA
1000
Sippican Capital Advisors
Massachusetts
$2.79M -$14.6K -139 -0.5%
38 39
40
41 42