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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 %
PAWC
1576
P.A.W. Capital
Connecticut
$612K +$108K +1,500 +21%
SSWM
1577
Sheets Smith Wealth Management
North Carolina
$610K +$140K +1,939 +30%
SCM
1578
Sterneck Capital Management
Missouri
$606K +$72 +1 +0%
CWA
1579
Clarus Wealth Advisors
Arizona
$605K -$27.5K -380 -4%
HC
1580
HNP Capital
New York
$603K -$18.8K -264 -3%
QCG
1581
Quadrant Capital Group
Ohio
$602K -$516K -7,170 -46%
BW
1582
Bison Wealth
Georgia
$602K -$116K -1,605 -16%
CPA
1583
Court Place Advisors
Maryland
$601K +$3.75K +52 +0.6%
AWC
1584
Abundance Wealth Counselors
Pennsylvania
$601K +$81.2K +1,128 +16%
BMC
1585
Benin Management Corp
Connecticut
$600K -$72K -1,000 -11%
NA
1586
Navellier & Associates
Nevada
$599K
BWP
1587
Bernardo Wealth Planning
Pennsylvania
$598K -$208K -2,891 -26%
ANB
1588
Amarillo National Bank
Texas
$597K +$21.6K +300 +4%
AF
1589
Advisornet Financial
Minnesota
$596K -$22.1K -307 -4%
BOPW
1590
Brandywine Oak Private Wealth
Pennsylvania
$596K -$8.5K -118 -1%
DAC
1591
Dividend Assets Capital
South Carolina
$594K -$4.32K -60 -0.7%
PP
1592
Pegasus Partners
Wisconsin
$594K +$35K +486 +6%
SLF
1593
Sun Life Financial
Ontario, Canada
$594K +$76.1K +1,056 +15%
CG
1594
CFO4Life Group
Texas
$593K -$144 -2 -0%
PJSIMP
1595
P.J. Schmidt Investment Management (PJS)
Wisconsin
$586K +$280K +4,025 +91%
RWB
1596
RMR Wealth Builders
New Jersey
$585K +$191K +2,657 +49%
CM
1597
CoreCommodity Management
Connecticut
$585K +$324K +4,504 +124%
HHGA
1598
Halbert Hargrove Global Advisors
California
$585K +$400K +5,559 +217%
LOAMS
1599
Lombard Odier Asset Management (Switzerland)
Switzerland
$585K +$585K +8,131 New
VPIM
1600
Vanguard Personalized Indexing Management
California
$583K -$127K -1,769 -18%