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Chevron

2,584 hedge funds and large institutions have $151B invested in Chevron in 2019 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 1,020 increasing their positions, 1,019 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,584
Holders Change
+201
Holders Change %
+8.43%
% of All Funds
51.03%
Holding in Top 10
109
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-15.5%
% of All Funds
2.15%
New
310
Increased
1,020
Reduced
1,019
Closed
70
Calls
$1.81B
Puts
$1.72B
Net Calls
+$94M
Net Calls Change
-$308M
Name Holding Trade Value Shares
Change
Shares
Change %
9WM
1551
9258 Wealth Management
Ohio
$1.31M +$413K +3,429 +46%
BFO
1552
Biltmore Family Office
North Carolina
$1.3M +$24K +199 +2%
FPS
1553
Fieldpoint Private Securities
Connecticut
$1.3M +$78.4K +651 +6%
Wealth Enhancement Advisory Services
1554
Wealth Enhancement Advisory Services
Minnesota
$1.3M -$718K -5,962 -36%
WWM
1555
Windsor Wealth Management
Indiana
$1.3M -$14.5K -120 -1%
ESBC
1556
E.S. Barr & Co
Kentucky
$1.29M +$38.7K +321 +3%
FWP
1557
FAS Wealth Partners
Kansas
$1.29M +$7.96K +66 +0.6%
HFS
1558
Howard Financial Services
Texas
$1.29M +$361 +3 +0%
MWM
1559
Madison Wealth Management
Ohio
$1.29M +$1.29M +10,684 New
CLOS
1560
Compagnie Lombard Odier SCmA
Switzerland
$1.29M -$73K -606 -5%
PB
1561
Pinnacle Bancorp
Nebraska
$1.29M +$2.41K +20 +0.2%
ATWA
1562
Arbor Trust Wealth Advisors
Michigan
$1.28M +$1.28M +10,651 New
PA
1563
Perennial Advisors
New York
$1.28M +$41.3K +343 +3%
FA
1564
Fagan Associates
New York
$1.28M -$15.1K -125 -1%
MWP
1565
MYCIO Wealth Partners
Pennsylvania
$1.28M -$153K -1,266 -11%
Koshinski Asset Management
1566
Koshinski Asset Management
Illinois
$1.27M +$210K +1,753 +20%
DAM
1567
Delta Asset Management
Tennessee
$1.27M +$20K +166 +2%
Kovitz Investment Group Partners
1568
Kovitz Investment Group Partners
Illinois
$1.27M -$22.7K -188 -2%
HPCM
1569
High Pointe Capital Management
Illinois
$1.26M -$711K -5,900 -36%
AAP
1570
Aristotle Atlantic Partners
Florida
$1.26M +$172K +1,431 +16%
ITIM
1571
Indiana Trust & Investment Management
Indiana
$1.26M +$3.62K +30 +0.3%
PL
1572
Plancorp LLC
Missouri
$1.26M +$13.7K +114 +1%
BRM
1573
Boston Research & Management
Massachusetts
$1.26M
ADBIC
1574
A.D. Beadell Investment Counsel
Wisconsin
$1.26M +$12K +100 +1%
FNBSF
1575
First National Bank Sioux Falls
South Dakota
$1.26M +$111K +925 +10%