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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 %
MGIA
1726
Moneta Group Investment Advisors
Missouri
$583K +$499K +18,984 +594%
RGC
1727
Roberts, Glore & Co
Illinois
$582K +$16.9K +148 +3%
WAG
1728
Winthrop Advisory Group
Massachusetts
$581K -$26.7K -218 -4%
TL
1729
TrueWealth LLC
Georgia
$578K -$78.5K -688 -12%
ZF
1730
Zhang Financial
Michigan
$577K -$244K -2,172 -30%
PA
1731
Perennial Advisors
New York
$576K +$53.4K +468 +10%
KBG
1732
Kahn Brothers Group
New York
$576K +$114K +1,000 +25%
OCM
1733
Orser Capital Management
Texas
$574K +$100K +802 +21%
BCM
1734
Blume Capital Management
California
$573K -$13.7K -120 -2%
AFIA
1735
America First Investment Advisors
Nebraska
$573K
MBA
1736
McQueen Ball & Associates
Pennsylvania
$573K +$114 +1 +0%
PP
1737
PDS Planning
Ohio
$573K +$5.7K +50 +1%
CWM
1738
Cabot Wealth Management
Massachusetts
$572K +$571 +5 +0.1%
UFG
1739
United Fire Group
Iowa
$570K
IWC
1740
Integrated Wealth Concepts
Massachusetts
$570K +$25.8K +230 +5%
NJBEST
1741
New Jersey Better Educational Savings Trust
New Jersey
$570K +$570K +5,000 New
SWA
1742
SFMG Wealth Advisors
Texas
$566K +$33.4K +293 +6%
BRC
1743
Bell Rock Capital
Delaware
$566K +$46.5K +408 +9%
WI
1744
Wafra Inc
New York
$564K
MSA
1745
Marino Stram & Associates
Massachusetts
$556K -$285K -2,499 -34%
JMH
1746
J.M. Hartwell
New York
$555K +$336K +2,950 +154%
AI
1747
Accredited Investors
Minnesota
$549K +$14.5K +127 +3%
AAM
1748
Aureus Asset Management
Massachusetts
$547K -$44.1K -386 -7%
SLA
1749
Silver Lake Advisory
Utah
$544K -$570 -5 -0.1%
FBFS
1750
First Business Financial Services
Wisconsin
$542K -$125K -1,097 -19%