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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 %
NGA
1051
Naples Global Advisors
Florida
$2.45M +$40.6K +388 +2%
AIM
1052
Anchor Investment Management
South Carolina
$2.45M +$148K +1,415 +6%
CI
1053
CX Institutional
Indiana
$2.44M +$84.2K +804 +4%
SIA
1054
Soltis Investment Advisors
Utah
$2.44M +$1.72M +16,437 +240%
EWM
1055
Empirical Wealth Management
Washington
$2.44M -$8.49K -81 -0.3%
VWM
1056
Venturi Wealth Management
Texas
$2.44M -$64.5K -616 -3%
MCM
1057
Marathon Capital Management
Maryland
$2.43M +$21.2K +202 +0.9%
WIC
1058
Whitegate Investment Counselors
New Hampshire
$2.43M +$28.9K +276 +1%
NAM
1059
NTV Asset Management
West Virginia
$2.43M +$37.4K +357 +2%
RWM
1060
RKL Wealth Management
Pennsylvania
$2.43M -$78.5K -749 -3%
MOS
1061
MGO One Seven
Ohio
$2.42M +$611K +5,837 +34%
MCCP
1062
Mission Creek Capital Partners
California
$2.42M -$18.8K -179 -0.8%
CI
1063
Conning Inc
Connecticut
$2.41M -$560K -5,346 -19%
BMC
1064
Beaton Management Company
Massachusetts
$2.39M -$105K -1,000 -4%
PIM
1065
Penobscot Investment Management
Massachusetts
$2.39M -$52.4K -500 -2%
GIM
1066
Guardian Investment Management
California
$2.38M -$31.4K -300 -1%
EF
1067
Empirical Finance
Pennsylvania
$2.38M +$344K +3,287 +17%
WT
1068
Washington Trust
Rhode Island
$2.37M +$16.2K +155 +0.7%
IC
1069
Intersect Capital
California
$2.37M +$126K +1,203 +6%
GBT
1070
Grove Bank & Trust
Florida
$2.37M +$52.9K +505 +2%
FAM
1071
Formidable Asset Management
Ohio
$2.35M +$753K +7,639 +47%
PGIM
1072
Pacific Global Investment Management
California
$2.35M -$6.5K -62 -0.3%
CG
1073
Clarus Group
Texas
$2.34M +$4.37K +42 +0.2%
HI
1074
Hudock Inc
Pennsylvania
$2.34M +$35.4K +338 +2%
GFA
1075
Gifford Fong Associates
California
$2.33M – – –
41 42
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