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Chevron

2,559 hedge funds and large institutions have $172B invested in Chevron in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 1,205 increasing their positions, 947 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,559
Holders Change
-11
Holders Change %
-0.43%
% of All Funds
44.94%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
128
Increased
1,205
Reduced
947
Closed
102
Calls
$2.3B
Puts
$2.52B
Net Calls
-$222M
Net Calls Change
-$544M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
1651
KLCM Advisors
Wisconsin
$854K +$15.4K +152 +2%
SC
1652
Searle & Co
Connecticut
$853K
CWS
1653
Cypress Wealth Services
California
$849K -$147K -1,449 -15%
PMFA
1654
Plante Moran Financial Advisors
Michigan
$848K -$18.3K -180 -2%
TCM
1655
Tradewinds Capital Management
Washington
$847K -$69.6K -686 -8%
GGS
1656
Galvin Gaustad & Stein
Arizona
$843K +$6.9K +68 +0.8%
WP
1657
WMS Partners
Maryland
$839K -$24.7K -243 -3%
SHA
1658
Seneca House Advisors
Virginia
$838K -$92.7K -914 -10%
IP
1659
Investment Partners
Ohio
$838K +$129K +1,269 +18%
PJSIMP
1660
P.J. Schmidt Investment Management (PJS)
Wisconsin
$837K -$124K -1,088 -13%
JWA
1661
JFS Wealth Advisors
Pennsylvania
$837K +$243K +2,398 +41%
CP
1662
Camelot Portfolios
Ohio
$836K -$228K -2,250 -21%
GP
1663
Girard Partners
Pennsylvania
$836K -$7.3K -72 -0.9%
SMA
1664
Sage Mountain Advisors
Georgia
$836K +$54.1K +533 +7%
VBCG
1665
Valley Brook Capital Group
Pennsylvania
$834K -$63.8K -629 -7%
MHI
1666
Miller Howard Investments
New York
$833K -$56.3K -555 -6%
SBL
1667
Sargent Bickham Lagudis
Colorado
$825K +$344K +3,393 +72%
VBFG
1668
Vishria Bird Financial Group
Tennessee
$825K +$620K +6,116 +303%
FCA
1669
FinTrust Capital Advisors
South Carolina
$821K +$236K +2,326 +40%
MCA
1670
Magnolia Capital Advisors
Mississippi
$819K -$1.07M -10,491 -57%
VCG
1671
Vantage Consulting Group
Virginia
$818K +$98.7K +973 +14%
SSWM
1672
Sheets Smith Wealth Management
North Carolina
$815K +$17.4K +171 +2%
DAC
1673
Dividend Assets Capital
South Carolina
$813K -$30K -296 -4%
MIM
1674
Moseley Investment Management
Florida
$811K -$20.7K -198 -2%
BP
1675
Ballentine Partners
Massachusetts
$810K -$63.8K -629 -7%