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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 %
SWMP
1726
Signature Wealth Management Partners
New Jersey
$716K +$216K +2,060 +43%
DJSG
1727
D.J. St. Germain
Massachusetts
$714K -$39.4K -376 -5%
CHA
1728
Cooper/Haims Advisors
New York
$714K -$6.18K -59 -0.9%
CWS
1729
Cypress Wealth Services
California
$714K -$2.93K -28 -0.4%
BWM
1730
BCS Wealth Management
Tennessee
$714K +$206K +1,967 +41%
CCM
1731
Chilton Capital Management
Texas
$710K +$27.7K +264 +4%
THWM
1732
Taylor Hoffman Wealth Management
Virginia
$709K
SF
1733
Symphony Financial
Texas
$706K +$210K +2,025 +42%
SWA
1734
SOA Wealth Advisors
New York
$705K +$5.97K +57 +0.9%
BAS
1735
Brown Advisory Securities
Maryland
$703K -$121K -1,156 -15%
WJA
1736
Willis Johnson & Associates
Texas
$702K -$207K -1,972 -23%
WDA
1737
Wendell David Associates
New Hampshire
$701K +$1.05K +10 +0.1%
OFA
1738
Oak Family Advisors
Illinois
$700K -$52.4K -500 -7%
TA
1739
TrueWealth Advisors
Alabama
$696K -$16.4K -162 -2%
SA
1740
Shilanski & Associates
Alaska
$696K +$62.7K +599 +10%
TW
1741
Transform Wealth
Colorado
$696K +$63K +601 +10%
OCG
1742
Opus Capital Group
Ohio
$694K -$104K -990 -13%
CCG
1743
Ceeto Capital Group
Florida
$694K
IP
1744
Investment Partners
Ohio
$693K -$37.8K -361 -5%
OFS
1745
Orrstown Financial Services
Pennsylvania
$693K +$13.4K +127 +2%
HCM
1746
Hollencrest Capital Management
California
$692K +$83.8K +800 +14%
MIM
1747
Merrion Investment Management
New Jersey
$691K
AWA
1748
Arkadios Wealth Advisors
Georgia
$690K +$107K +1,018 +18%
EF
1749
Empowered Funds
Pennsylvania
$688K
IAMOG
1750
Investors Asset Management of Georgia
Georgia
$686K -$9.64K -92 -1%