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Chevron

2,207 hedge funds and large institutions have $143B invested in Chevron in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 909 increasing their positions, 963 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
50.65%
Holding in Top 10
156
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-23.53%
% of All Funds
3.58%
New
110
Increased
909
Reduced
963
Closed
79
Calls
$1.44B
Puts
$1.77B
Net Calls
-$322M
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
1701
SevenBridge Financial Group
Pennsylvania
$619K +$150K +1,314 +32%
HS
1702
Huntington Steele
Pennsylvania
$618K
OPTFSNA
1703
Old Point Trust & Financial Services N A
Virginia
$617K -$2.85K -25 -0.5%
AAS
1704
Annex Advisory Services
Wisconsin
$615K -$24.7K -216 -4%
HBWM
1705
Hollow Brook Wealth Management
New York
$615K
III
1706
Independent Investors Inc
New York
$615K
PC
1707
Palo Capital
California
$612K +$612K +5,364 New
BCM
1708
Bienville Capital Management
New York
$611K +$15.6K +137 +3%
SIM
1709
Sterling Investment Management
Arizona
$611K +$17.1K +150 +3%
EWM
1710
Evermay Wealth Management
Virginia
$607K +$110K +963 +22%
ANTB
1711
AMG National Trust Bank
Colorado
$606K -$76.6K -672 -11%
CC
1712
Cedar Capital
Illinois
$605K +$195K +1,711 +48%
CS
1713
Credential Securities
$605K -$11K -96 -2%
TFF
1714
The Family Firm
Maryland
$603K -$215K -1,886 -26%
NPF
1715
Norris Perne & French
Michigan
$601K -$37.1K -325 -6%
RMSCM
1716
R.M. Sincerbeaux Capital Management
New York
$599K
JFA
1717
JNBA Financial Advisors
Minnesota
$596K
QPWM
1718
Quadrant Private Wealth Management
Pennsylvania
$595K +$69.1K +606 +13%
RPA
1719
Rock Point Advisors
Vermont
$593K
BBA
1720
Braun-Bostich & Associates
Pennsylvania
$590K +$111K +977 +23%
CCM
1721
Carlson Capital Management
Minnesota
$585K -$52.1K -457 -8%
TCM
1722
Tradewinds Capital Management
Washington
$585K -$2.51K -22 -0.4%
CWA
1723
Clarus Wealth Advisors
Arizona
$584K -$927K -8,129 -61%
BWM
1724
Bernicke Wealth Management
Wisconsin
$583K -$24.4K -214 -4%
WCWM
1725
Willow Creek Wealth Management
California
$583K +$583K +5,114 New