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Chevron

2,327 hedge funds and large institutions have $136B invested in Chevron in 2018 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 894 increasing their positions, 930 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,327
Holders Change
+94
Holders Change %
+4.21%
% of All Funds
51.93%
Holding in Top 10
155
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.51%
% of All Funds
3.46%
New
249
Increased
894
Reduced
930
Closed
132
Calls
$1.45B
Puts
$1.37B
Net Calls
+$77.1M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
1601
WealthPLAN Partners
Nebraska
$875K -$30.4K -255 -3%
SSWM
1602
Sheets Smith Wealth Management
North Carolina
$875K -$23.3K -214 -3%
HA
1603
Halsey Associates
Connecticut
$872K -$11.1K -102 -1%
HWA
1604
Heritage Wealth Advisors
Virginia
$871K
BOC
1605
Barbara Oil Co
Illinois
$870K
SA
1606
Sicart Associates
New York
$870K
NC
1607
Noked Capital
Israel
$870K +$870K +8,000 New
NI
1608
Noked Israel
Israel
$870K +$870K +8,000 New
GLA
1609
Good Life Advisors
Pennsylvania
$864K -$30.7K -282 -3%
SFM
1610
Signet Financial Management
New Jersey
$863K
FBFS
1611
First Business Financial Services
Wisconsin
$861K +$323K +2,970 +60%
FCB
1612
First Command Bank
Texas
$854K -$63.8K -587 -7%
FCFS
1613
First Command Financial Services
Texas
$854K -$63.8K -587 -7%
ADL
1614
Asset Dedication LLC
California
$854K +$33.9K +313 +4%
PFBT
1615
Parkside Financial Bank & Trust
Missouri
$853K +$79.9K +735 +10%
BWCS
1616
Beirne Wealth Consulting Services
Connecticut
$852K +$852K +7,828 New
DA
1617
Doliver Advisors
Texas
$844K -$3.26K -30 -0.4%
NEPWA
1618
New England Private Wealth Advisors
Massachusetts
$839K +$29K +267 +4%
LPWM
1619
Lake Point Wealth Management
Texas
$837K +$837K +7,694 New
RC
1620
RBO & Co
California
$836K
AP
1621
Appleton Partners
Massachusetts
$834K +$20.3K +187 +3%
FFS
1622
Founders Financial Securities
Maryland
$830K -$32.1K -295 -4%
SCM
1623
SOL Capital Management
Maryland
$828K
SC
1624
Searle & Co
Connecticut
$827K +$21.8K +200 +3%
VNB
1625
Virginia National Bank
Virginia
$823K -$979 -9 -0.1%