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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 %
LWM
1201
Laidlaw Wealth Management
New York
$2.32M +$2.32M +19,745 New
DMBA
1202
Deseret Mutual Benefit Administrators
Utah
$2.32M -$96.7K -824 -4%
GAG
1203
GM Advisory Group
New York
$2.31M +$150K +1,279 +7%
AI
1204
ArchPoint Investors
Florida
$2.3M – – –
SIC
1205
Shoker Investment Counsel
Ohio
$2.3M +$54.3K +463 +2%
CHAM
1206
Clear Harbor Asset Management
Connecticut
$2.3M +$37.9K +323 +2%
RCM
1207
RB Capital Management
Nevada
$2.3M +$10.6K +90 +0.5%
WAM
1208
Wakefield Asset Management
Colorado
$2.29M +$97.1K +827 +4%
WSWA
1209
Warren Street Wealth Advisors
California
$2.29M +$2.29M +19,507 New
KMWM
1210
Keudell/Morrison Wealth Management
Oregon
$2.29M -$5.87K -50 -0.3%
LF
1211
Lantz Financial
Illinois
$2.28M +$60.1K +512 +3%
MGIA
1212
Moneta Group Investment Advisors
Missouri
$2.28M +$14.2K +121 +0.6%
RWM
1213
Ritholtz Wealth Management
New York
$2.26M -$36.3K -309 -2%
ET
1214
Equitable Trust
Tennessee
$2.26M +$24.2K +206 +1%
ST
1215
Spinnaker Trust
Maine
$2.25M +$645K +5,500 +40%
SGCA
1216
Steel Grove Capital Advisors
Tennessee
$2.25M -$252K -2,145 -10%
CWM
1217
Chesapeake Wealth Management
Virginia
$2.24M -$22.8K -194 -1%
RCM
1218
Radnor Capital Management
Pennsylvania
$2.23M +$2.23M +19,000 New
AIM
1219
Acropolis Investment Management
Missouri
$2.23M +$56.8K +484 +3%
CFMC
1220
Curbstone Financial Management Corp
New Hampshire
$2.21M -$123K -1,050 -5%
POIA
1221
Pin Oak Investment Advisors
Texas
$2.21M – – –
OPS
1222
Orion Portfolio Solutions
Nebraska
$2.21M +$102K +867 +5%
RWA
1223
Ropes Wealth Advisors
Massachusetts
$2.21M -$1.05M -8,968 -32%
TC
1224
Telemus Capital
Michigan
$2.21M -$159K -1,353 -7%
SFWA
1225
Summit Financial Wealth Advisors
Louisiana
$2.21M +$15.8K +130 +0.7%
47 48
49
50 51