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Chevron

2,264 hedge funds and large institutions have $88.7B invested in Chevron in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 827 increasing their positions, 1,140 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,264
Holders Change
-98
Holders Change %
-4.15%
% of All Funds
45.8%
Holding in Top 10
32
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-47.54%
% of All Funds
0.65%
New
100
Increased
827
Reduced
1,140
Closed
171
Calls
$1.46B
Puts
$1.53B
Net Calls
-$74.7M
Net Calls Change
-$325M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
1301
Strategic Capital Advisers
Colorado
$1.05M +$440K +6,116 +72%
TSWM
1302
Triangle Securities Wealth Management
North Carolina
$1.05M -$136K -1,891 -11%
AIM
1303
Anchor Investment Management
South Carolina
$1.04M +$1.01K +14 +0.1%
SWRP
1304
Summit Wealth & Retirement Planning
California
$1.04M -$17.7K -246 -2%
MOS
1305
MGO One Seven
Ohio
$1.04M -$15.1K -210 -1%
PBC
1306
Pavion Blue Capital
California
$1.03M +$43.5K +604 +4%
SIC
1307
Salem Investment Counselors
North Carolina
$1.03M -$720 -10 -0.1%
Financial Engines Advisors
1308
Financial Engines Advisors
California
$1.03M +$551K +7,653 +116%
LWMM
1309
Legacy Wealth Management (Mississippi)
Mississippi
$1.02M -$630K -8,745 -38%
BCM
1310
Breiter Capital Management
Florida
$1.02M -$104K -1,445 -9%
RSVP
1311
Ramsay Stattman Vela & Price
Colorado
$1.02M +$273K +3,790 +36%
MC
1312
Martin & Co
Tennessee
$1.01M +$50.8K +705 +5%
BJL
1313
Brighton Jones LLC
Washington
$1.01M +$35.2K +489 +4%
BPM
1314
Bowling Portfolio Management
Ohio
$1.01M +$310K +4,306 +44%
Assenagon Asset Management
1315
Assenagon Asset Management
Luxembourg
$1.01M -$40.9M -567,650 -98%
NC
1316
NovaPoint Capital
Georgia
$1.01M -$31.5K -437 -3%
GWCM
1317
Godshalk Welsh Capital Management
Pennsylvania
$1M +$48.6K +675 +5%
OAM
1318
Optimal Asset Management
California
$1M -$463K -6,430 -32%
CWP
1319
CFM Wealth Partners
Texas
$999K -$15.8K -220 -2%
IIC
1320
Ironwood Investment Counsel
Arizona
$999K +$105K +1,452 +12%
MSS
1321
Mitchell Sinkler & Starr
Pennsylvania
$996K +$7.2K +100 +0.7%
EH
1322
Equitable Holdings
New York
$993K -$21.9K -304 -2%
HKAM
1323
Horizon Kinetics Asset Management
New York
$992K -$116K -1,606 -10%
SWA
1324
Stratos Wealth Advisors
Ohio
$992K +$26.5K +368 +3%
PCA
1325
Providence Capital Advisors
North Carolina
$991K +$32K +445 +3%