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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 %
WCM
1676
Weik Capital Management
Pennsylvania
$848K – – –
JWCA
1677
J.W. Coons Advisors
Ohio
$847K -$26.1K -250 -3%
SIC
1678
Samalin Investment Counsel
New York
$847K +$278K +2,651 +49%
BOC
1679
Barbara Oil Co
Illinois
$838K – – –
PAWC
1680
P.A.W. Capital
Connecticut
$838K +$52.4K +500 +7%
GAM
1681
Gotham Asset Management
New York
$838K +$66.2K +632 +9%
FFWA
1682
FRG Family Wealth Advisors
Washington
$837K – – –
KFGK
1683
Keystone Financial Group (Kentucky)
Kentucky
$837K +$33.4K +319 +4%
MIM
1684
Moseley Investment Management
Florida
$835K +$42.9K +410 +5%
PJSIMP
1685
P.J. Schmidt Investment Management (PJS)
Wisconsin
$833K – – –
MG
1686
Mather Group
Illinois
$829K -$46.4K -443 -5%
RGC
1687
Roberts, Glore & Co
Illinois
$827K -$62.3K -595 -7%
WI
1688
Wintrust Investments
Illinois
$827K -$35.4K -338 -4%
ANB
1689
Amarillo National Bank
Texas
$826K -$5.86K -56 -0.7%
RVPG
1690
Relative Value Partners Group
$826K +$5.45K +52 +0.7%
SSWM
1691
Sheets Smith Wealth Management
North Carolina
$823K +$1.15K +11 +0.1%
WCM
1692
Windsor Capital Management
Arizona
$822K +$2.09K +20 +0.3%
IAIM
1693
International Assets Investment Management
Florida
$820K -$1.04M -9,902 -56%
FPTW
1694
Franklin, Parlapiano, Turner & Welch
Texas
$813K +$39.4K +376 +5%
PK
1695
Pflug Koory
Nebraska
$812K – – –
OL
1696
Optas LLC
Texas
$810K -$14.1K -135 -2%
HCP
1697
Holt Capital Partners
Texas
$807K – – –
SMA
1698
Sage Mountain Advisors
Georgia
$807K +$69.1K +660 +9%
EML
1699
Eos Management LP
New York
$806K – – –
CL
1700
Choreo LLC
Illinois
$806K +$224K +2,134 +38%
66 67
68
69 70