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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 %
WTB
1151
Washington Trust Bank
Washington
$2.05M -$32.9K -314 -2%
CFMC
1152
Curbstone Financial Management Corp
New Hampshire
$2.05M +$41.9K +400 +2%
RC
1153
Roundview Capital
New Jersey
$2.05M -$18.9K -180 -0.9%
RCM
1154
RB Capital Management
Nevada
$2.05M +$88.2K +842 +4%
TC
1155
Telemus Capital
Michigan
$2.04M -$235K -2,245 -10%
DI
1156
Diligent Investors
California
$2.04M -$106K -1,012 -5%
CCFM
1157
Clear Creek Financial Management
Washington
$2.03M +$2.03M +19,424 New
VNA
1158
Valley National Advisers
Pennsylvania
$2.03M -$4.61K -44 -0.2%
SCP
1159
Sandhill Capital Partners
New York
$2.03M +$133K +1,274 +7%
SSA
1160
South Street Advisors
New York
$2.02M +$2.02M +19,302 New
EM
1161
Excalibur Management
Massachusetts
$2.02M -$7.64K -73 -0.4%
LFAS
1162
Level Four Advisory Services
Texas
$2.01M -$4.61K -44 -0.2%
KMWM
1163
Keudell/Morrison Wealth Management
Oregon
$2.01M +$78.2K +747 +4%
BDS
1164
Banco de Sabadell
Florida
$2M -$8.32M -79,372 -81%
GAG
1165
GM Advisory Group
New York
$2M -$310K -2,963 -13%
KLCM
1166
KG&L Capital Management
Louisiana
$2M +$127K +1,208 +7%
CST
1167
Charles Schwab Trust
Nevada
$2M +$262K +2,501 +15%
NC
1168
NewSquare Capital
Pennsylvania
$2M +$222K +2,120 +13%
SC
1169
Savant Capital
Illinois
$1.99M -$17.8K -170 -0.9%
LWANC
1170
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.99M +$62.1K +593 +3%
MWM
1171
Minot Wealth Management
Massachusetts
$1.99M +$324K +3,122 +19%
GIA
1172
Gladstone Institutional Advisory
Florida
$1.99M +$1.02M +9,748 +106%
POIA
1173
Pin Oak Investment Advisors
Texas
$1.99M +$752K +7,182 +61%
CAN
1174
Claraphi Advisory Network
United States
$1.98M +$181K +1,729 +10%
BWAM
1175
Boyd Watterson Asset Management
Ohio
$1.98M +$223K +2,133 +13%
45 46
47
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