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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 %
GT
1251
Greenleaf Trust
Michigan
$1.77M +$40K +382 +2%
GRP
1252
Global Retirement Partners
California
$1.76M -$134K -1,278 -7%
CHJWM
1253
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.76M +$27.5K +279 +2%
KIG
1254
Kessler Investment Group
Indiana
$1.76M +$699K +6,671 +66%
TAM
1255
Taurus Asset Management
New York
$1.75M -$25.1K -240 -1%
CAAS
1256
Capital Asset Advisory Services
Michigan
$1.75M +$59.4K +567 +4%
BWP
1257
Baldwin Wealth Partners
Massachusetts
$1.74M +$1.56M +14,891 +845%
LOIM
1258
Liberty One Investment Management
Illinois
$1.74M +$103K +987 +6%
BB
1259
Berkshire Bank
Massachusetts
$1.73M +$232K +2,213 +15%
BMC
1260
Benin Management Corp
Connecticut
$1.73M -$471K -4,501 -21%
HKAM
1261
Horizon Kinetics Asset Management
New York
$1.73M +$8.8K +84 +0.5%
NHC
1262
Nicholas Hoffman & Company
Georgia
$1.72M +$733 +7 +0%
BTWM
1263
Baker Tilly Wealth Management
Wisconsin
$1.72M +$154K +1,466 +10%
RA
1264
Rational Advisors
New York
$1.72M -$20.4K -195 -1%
FSA
1265
Franklin Street Advisors
North Carolina
$1.71M +$59.4K +567 +4%
VCAM
1266
Van Cleef Asset Management
Ohio
$1.71M -$62.9K -600 -4%
CPWA
1267
Cerro Pacific Wealth Advisors
California
$1.7M +$1.7M +16,265 New
IF
1268
Intrua Financial
Texas
$1.7M -$111K -1,081 -6%
PPP
1269
Private Portfolio Partners
New Jersey
$1.69M +$97.1K +927 +6%
LFF
1270
Level Four Financial
Texas
$1.69M +$62.3K +595 +4%
Nomura Holdings
1271
Nomura Holdings
Japan
$1.69M +$757K +7,135 +81%
FFA
1272
Founders Financial Alliance
North Carolina
$1.68M +$76.3K +727 +5%
TSWM
1273
Triangle Securities Wealth Management
North Carolina
$1.68M -$25.9K -247 -2%
HCM
1274
Hodges Capital Management
Texas
$1.68M -$20.5K -196 -1%
ARMT
1275
Amica Retiree Medical Trust
Rhode Island
$1.68M -$104K -989 -6%
49 50
51
52 53