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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 %
MJRIC
1451
Mogy Joel R Investment Counsel
California
$1.29M – – –
B
1452
Bellecapital
Switzerland
$1.29M -$71.7K -685 -5%
CCG
1453
Cloverfields Capital Group
Minnesota
$1.29M +$182K +1,737 +16%
GAM
1454
Geier Asset Management
Maryland
$1.29M +$125K +1,190 +11%
ABTD
1455
Arvest Bank Trust Division
Oklahoma
$1.28M +$203K +1,940 +19%
SIAG
1456
Signet Investment Advisory Group
Rhode Island
$1.27M -$3.67K -35 -0.3%
JAG
1457
Journey Advisory Group
Kentucky
$1.27M -$111K -1,058 -8%
AAM
1458
Aureus Asset Management
Massachusetts
$1.27M +$1.27M +12,089 New
GFPC
1459
Global Financial Private Client
Florida
$1.26M +$543K +5,113 +75%
SACTSONJ
1460
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.26M – – –
CWAG
1461
Compton Wealth Advisory Group
Virginia
$1.26M +$5.66K +54 +0.5%
CT
1462
Coastline Trust
Rhode Island
$1.26M -$255K -2,429 -17%
WA
1463
WBH Advisory
Maryland
$1.25M +$31.1K +308 +3%
PP
1464
Patron Partners
Texas
$1.25M +$174K +1,659 +16%
CA
1465
Capital Advantage
California
$1.25M -$88.9K -849 -7%
SFG
1466
Summit Financial Group
West Virginia
$1.25M +$217K +2,070 +21%
CMO
1467
Covenant Multifamily Offices
Texas
$1.25M -$1.22M -11,643 -49%
FWP
1468
FAS Wealth Partners
Kansas
$1.25M +$197K +1,885 +19%
BIC
1469
Beach Investment Counsel
Pennsylvania
$1.25M – – –
CC
1470
Corsicana & Co
Texas
$1.24M +$1.24M +11,875 New
JWM
1471
Jeppson Wealth Management
California
$1.24M +$6.28K +60 +0.5%
FFS
1472
Founders Financial Securities
Maryland
$1.24M +$113K +1,078 +10%
TA
1473
Tiedemann Advisors
New York
$1.24M -$44.2K -423 -3%
SIAP
1474
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.23M -$5.24K -50 -0.4%
CIA
1475
Cascade Investment Advisors
Oregon
$1.23M +$71.7K +685 +6%
57 58
59
60 61