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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 %
CL
1776
CSS LLC
Illinois
$657K +$657K +6,272 New
BS
1777
Bessemer Securities
New York
$655K
RFM
1778
Royal Fund Management
Florida
$651K +$34.9K +333 +6%
HCP
1779
Hexagon Capital Partners
Arkansas
$650K -$94.8K -906 -13%
BA
1780
Ballast Advisors
Minnesota
$650K -$2.52K -24 -0.4%
SCM
1781
Sterneck Capital Management
Missouri
$650K +$105 +1 +0%
RHP
1782
Royal Harbor Partners
Texas
$648K +$9.01K +86 +1%
WW
1783
Waterfront Wealth
Kansas
$646K
WMA
1784
Wealth Management Associates
New Jersey
$645K +$71.4K +681 +12%
SWMG
1785
Strategic Wealth Management Group
Maryland
$643K -$30.9K -295 -5%
WP
1786
WealthShield Partners
North Carolina
$640K -$259K -2,466 -29%
SJIM
1787
St. Johns Investment Management
Florida
$640K -$10.5K -100 -2%
EIA
1788
Edgemoor Investment Advisors
Maryland
$640K +$23.4K +223 +4%
T
1789
TRUADVICE
Florida
$638K -$127K -1,184 -17%
AFS
1790
Axiom Financial Strategies
Indiana
$638K -$21.2K -202 -3%
CA
1791
Claro Advisors
Massachusetts
$638K +$25.8K +246 +4%
EWA
1792
Encompass Wealth Advisors
Oregon
$637K -$33.5K -316 -5%
DTC
1793
Davidson Trust Company
Washington
$636K -$16K -153 -2%
CSPIA
1794
Cary Street Partners Investment Advisory
Virginia
$635K -$2.43M -23,226 -79%
JWA
1795
JFS Wealth Advisors
Pennsylvania
$634K -$20.6K -197 -3%
WFM
1796
Wolff Financial Management
Michigan
$632K -$5.03K -48 -0.8%
III
1797
Independent Investors Inc
New York
$631K
LWMM
1798
Legacy Wealth Management (Mississippi)
Mississippi
$630K +$35.1K +335 +6%
CL
1799
COWA LLC
Oklahoma
$629K -$4.62K -45 -0.7%
FNBOSM
1800
First National Bank of South Miami
Florida
$628K +$103K +981 +20%