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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 %
LIM
1426
Longfellow Investment Management
Massachusetts
$1.36M -$813K -7,758 -37%
PWMG
1427
Prestige Wealth Management Group
New Jersey
$1.36M +$7.54K +72 +0.6%
PTP
1428
Platform Technology Partners
New York
$1.36M +$1.36M +12,994 New
FCCM
1429
First City Capital Management
Georgia
$1.36M -$19.5K -190 -1%
IIC
1430
Ironwood Investment Counsel
Arizona
$1.36M -$16.3K -156 -1%
AFP
1431
Ausdal Financial Partners
Iowa
$1.36M +$434K +4,144 +47%
4WM
1432
44 Wealth Management
Oregon
$1.35M +$27.4K +262 +2%
ATWA
1433
Arbor Trust Wealth Advisors
Michigan
$1.35M -$10.5K -100 -0.8%
CAC
1434
Certified Advisory Corp
Florida
$1.35M -$8.27K -79 -0.6%
ED
1435
Exane Derivatives
France
$1.34M +$991K +9,539 +288%
APWA
1436
Atlas Private Wealth Advisors
New Jersey
$1.33M -$2.62K -25 -0.2%
QPWM
1437
Quadrant Private Wealth Management
Pennsylvania
$1.33M +$42.2K +403 +3%
MCM
1438
Mitchell Capital Management
Kansas
$1.33M +$104K +995 +9%
CCB
1439
Cutter & Co Brokerage
Missouri
$1.32M +$13.4K +128 +1%
HIM
1440
Harbour Investment Management
Washington
$1.32M -$2.62K -25 -0.2%
5L
1441
55I LLC
Massachusetts
$1.32M +$965K +9,206 +274%
CL
1442
CPWM LLC
Washington
$1.32M -$326K -3,112 -20%
PCWA
1443
Pacific Capital Wealth Advisors
California
$1.31M – – –
CG
1444
Caprock Group
Idaho
$1.31M +$441K +4,205 +51%
AIMCA
1445
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.31M -$1.28M -12,202 -49%
SWM
1446
Segment Wealth Management
Texas
$1.3M -$31.2K -298 -2%
TF
1447
TRH Financial
Iowa
$1.3M -$1.34M -12,820 -51%
DA
1448
Doliver Advisors
Texas
$1.3M +$26.9K +257 +2%
BO
1449
BRR OpCo
Ohio
$1.3M +$4.82K +46 +0.4%
NEIRG
1450
New England Investment & Retirement Group
Massachusetts
$1.29M +$623K +5,950 +93%
56 57
58
59 60