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Chevron

2,560 hedge funds and large institutions have $135B invested in Chevron in 2021 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 1,214 increasing their positions, 878 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,560
Holders Change
+90
Holders Change %
+3.64%
% of All Funds
45.08%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.22%
New
226
Increased
1,214
Reduced
878
Closed
109
Calls
$2.27B
Puts
$1.94B
Net Calls
+$324M
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1701
Strategic Investment Advisors
Michigan
$763K +$61.1K +583 +9%
RSWM
1702
Robertson Stephens Wealth Management
California
$762K +$207K +1,978 +37%
BW
1703
Bison Wealth
Georgia
$761K -$25.2K -240 -3%
SAM
1704
Seelaus Asset Management
New Jersey
$758K
TAIM
1705
TD Ameritrade Investment Management
Nebraska
$757K
SWA
1706
SFMG Wealth Advisors
Texas
$754K -$188K -1,793 -20%
JAM
1707
Jupiter Asset Management
United Kingdom
$754K -$130K -1,241 -15%
DE
1708
Day & Ennis
Georgia
$754K +$1.15K +11 +0.2%
FANJ
1709
Financial Architects (New Jersey)
New Jersey
$754K +$81.1K +774 +12%
KPW
1710
Kore Private Wealth
New York
$749K -$18.7K -178 -2%
Members Trust
1711
Members Trust
Florida
$748K -$2.1K -20 -0.3%
VCM
1712
Vision Capital Management
Oregon
$747K -$10.5K -100 -1%
VCS
1713
Vaughan & Co Securities
New Jersey
$747K +$214K +2,045 +40%
PTC
1714
Philadelphia Trust Company
Pennsylvania
$745K
RWB
1715
RMR Wealth Builders
New Jersey
$745K +$190K +1,816 +34%
RSC
1716
Red Spruce Capital
Pennsylvania
$740K
BFA
1717
Brendel Financial Advisors
New Hampshire
$739K
EW
1718
Element Wealth
Mississippi
$739K +$33.8K +322 +5%
SMA
1719
Sage Mountain Advisors
Georgia
$738K +$301K +2,874 +69%
BFPW
1720
BOK Financial Private Wealth
Colorado
$727K +$116K +1,109 +19%
CA
1721
Cambridge Advisors
Nebraska
$724K +$105 +1 +0%
SIA
1722
Soltis Investment Advisors
Utah
$718K -$83.8K -800 -10%
LFA
1723
Legacy Financial Advisors
Kentucky
$718K +$120K +1,148 +20%
GFPC
1724
Global Financial Private Client
Florida
$718K +$31K +293 +5%
NP
1725
NorthRock Partners
Minnesota
$717K -$360K -3,435 -33%