CVX icon

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 %
TF
1701
TLWM Financial
Texas
$802K +$6.08K +58 +0.8%
EW
1702
Evoke Wealth
California
$802K +$292K +2,785 +57%
AWP
1703
Ascent Wealth Partners
New York
$802K +$802K +7,657 New
PBT
1704
Pictet Bank & Trust
Bahamas
$801K – – –
PTC
1705
Philadelphia Trust Company
Pennsylvania
$798K +$53.4K +510 +7%
LFA
1706
Legacy Financial Advisors
Kentucky
$797K +$80.2K +766 +11%
FSA
1707
Financial Sense Advisors
California
$796K -$1.26K -12 -0.2%
VA
1708
Valmark Advisers
Ohio
$794K -$28.8K -275 -3%
CCM
1709
Chickasaw Capital Management
Tennessee
$794K +$173K +1,650 +28%
AFM
1710
Abbot Financial Management
Massachusetts
$792K -$23.5K -224 -3%
BS
1711
Bessemer Securities
New York
$791K +$136K +1,300 +21%
EGA
1712
E&G Advisors
Texas
$785K -$785K -7,493 Closed
WP
1713
WealthShield Partners
North Carolina
$784K +$145K +1,381 +23%
RSWM
1714
Robertson Stephens Wealth Management
California
$783K +$20.9K +200 +3%
OC
1715
Oarsman Capital
Wisconsin
$780K -$9.43K -90 -1%
TA
1716
TrueWealth Advisors
Alabama
$780K +$60.7K +579 +8%
CAM
1717
Campion Asset Management
Virginia
$774K -$103K -985 -12%
FNBOSM
1718
First National Bank of South Miami
Florida
$773K +$146K +1,393 +23%
MFG
1719
Merit Financial Group
Georgia
$769K -$1.89K -18 -0.2%
LCM
1720
LCM Capital Management
Illinois
$768K -$524 -5 -0.1%
SMF
1721
Sterling Manor Financial
New York
$767K – – –
DE
1722
Day & Ennis
Georgia
$767K +$13.3K +127 +2%
DL
1723
DOHJ LLC
Washington
$766K -$142K -1,354 -16%
BL
1724
Balentine LLC
Georgia
$765K -$27.9K -266 -4%
HCM
1725
Hollencrest Capital Management
California
$763K +$71.4K +682 +10%
67 68
69
70 71