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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 %
CFG
1601
Cooper Financial Group
California
$976K +$20.8K +199 +2%
Fiera Capital (Canada)
1602
Fiera Capital (Canada)
Quebec, Canada
$974K +$4.19K +40 +0.4%
MTC
1603
McDaniel Terry & Co
Texas
$973K +$943 +9 +0.1%
KIC
1604
Keating Investment Counselors
Florida
$971K – – –
WIA
1605
World Investment Advisors
California
$970K +$3.25K +31 +0.3%
TWP
1606
Total Wealth Planning
Ohio
$968K -$129K -1,230 -12%
FC
1607
Ferris Capital
Massachusetts
$968K +$707K +6,754 +271%
BFIC
1608
Bedell Frazier Investment Counselling
California
$965K – – –
PWMAG
1609
Pinnacle Wealth Management Advisory Group
New Jersey
$965K +$165K +1,575 +21%
AWM
1610
Altavista Wealth Management
North Carolina
$963K -$4.72K -45 -0.5%
PPSG
1611
Princeton Portfolio Strategies Group
New Jersey
$962K -$1.54M -14,689 -62%
SHA
1612
Seneca House Advisors
Virginia
$961K -$25.2K -241 -3%
ACM
1613
Adalta Capital Management
New York
$959K – – –
AA
1614
Apriem Advisors
California
$959K +$45.1K +431 +5%
ADBIC
1615
A.D. Beadell Investment Counsel
Wisconsin
$957K – – –
TPA
1616
Trivium Point Advisory
Connecticut
$955K -$115K -1,096 -11%
FCM
1617
Firestone Capital Management
Florida
$951K – – –
MSFS
1618
Main Street Financial Solutions
Pennsylvania
$950K -$164K -1,564 -15%
PCMK
1619
Paragon Capital Management (Kansas)
Kansas
$950K +$5.97K +57 +0.6%
CCA
1620
Conservest Capital Advisors
Pennsylvania
$948K +$53.2K +508 +6%
SCI
1621
Stableford Capital II
Arizona
$948K +$82.5K +787 +10%
GG
1622
Gleason Group
Kentucky
$946K -$13.3K -127 -1%
TCM
1623
Tradewinds Capital Management
Washington
$946K +$81.2K +776 +9%
RWP
1624
RWA Wealth Partners
Massachusetts
$945K +$1.89K +18 +0.2%
NIM
1625
Needham Investment Management
New York
$943K – – –
63 64
65
66 67