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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 %
CWP
1401
CFM Wealth Partners
Texas
$1.39M -$17.9K -171 -1%
CAM
1402
Costello Asset Management
Pennsylvania
$1.39M +$285K +2,723 +26%
HIA
1403
Harbor Investment Advisory
Maryland
$1.39M -$10.9K -104 -0.8%
HFBOT
1404
Home Federal Bank of Tennessee
Tennessee
$1.39M – – –
PSB
1405
Piscataqua Savings Bank
New Hampshire
$1.39M -$52.7K -503 -4%
PWA
1406
Providence Wealth Advisors
Illinois
$1.39M +$38.4K +366 +3%
WMP
1407
Wealth Management Partners
Arizona
$1.39M +$40.6K +388 +3%
DA
1408
DCM Advisors
New York
$1.38M +$75.1K +717 +6%
FFG
1409
Fortem Financial Group
California
$1.38M +$123K +1,175 +10%
OPA
1410
Old Port Advisors
Maine
$1.38M +$532K +5,217 +63%
HCM
1411
Highlander Capital Management
New Jersey
$1.38M – – –
CA
1412
Calton & Associates
Florida
$1.38M +$41.3K +393 +3%
MCAI
1413
Members Capital Advisors Inc
Wisconsin
$1.38M +$1.38M +13,154 New
AFS
1414
Aft Forsyth & Sober
Florida
$1.38M – – –
NDSI
1415
Newman Dignan & Sheerar Inc
Rhode Island
$1.37M +$80.8K +772 +6%
AFS
1416
Access Financial Services
Minnesota
$1.37M +$132K +1,260 +11%
RCIM
1417
Red Cedar Investment Management
Michigan
$1.37M +$364K +3,477 +36%
HH
1418
HWG Holdings
Texas
$1.37M -$1.54M -14,695 -53%
NIM
1419
Nexus Investment Management
Ontario, Canada
$1.37M – – –
BRWM
1420
B. Riley Wealth Management
Tennessee
$1.37M – – –
CWA
1421
Clearview Wealth Advisors
Oregon
$1.37M +$5.97K +57 +0.4%
MC
1422
Martin & Co
Tennessee
$1.37M -$72.7K -694 -5%
GWCM
1423
Godshalk Welsh Capital Management
Pennsylvania
$1.37M – – –
ICM
1424
IMS Capital Management
Oregon
$1.37M +$199K +1,903 +17%
AWG
1425
Altus Wealth Group
Colorado
$1.36M -$1.89K -18 -0.1%
55 56
57
58 59