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Chevron

2,884 hedge funds and large institutions have $152B invested in Chevron in 2021 Q4 according to their latest regulatory filings, with 442 funds opening new positions, 1,253 increasing their positions, 919 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,884
Holders Change
+325
Holders Change %
+12.7%
% of All Funds
44.54%
Holding in Top 10
90
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+42.86%
% of All Funds
1.39%
New
442
Increased
1,253
Reduced
919
Closed
81
Calls
$2.79B
Puts
$3.34B
Net Calls
-$550M
Net Calls Change
-$328M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1851
Edge Wealth Management
New York
$831K +$138K +1,174 +20%
FA
1852
Fermata Advisors
California
$828K -$5.05K -43 -0.6%
FANJ
1853
Financial Architects (New Jersey)
New Jersey
$828K +$41.3K +352 +5%
HLOC
1854
H.L. Ormond & Company
North Carolina
$825K +$825K +6,038 New
VCG
1855
Vantage Consulting Group
Virginia
$821K -$125K -1,067 -13%
JWCA
1856
J.W. Coons Advisors
Ohio
$821K -$118K -1,000 -13%
SA
1857
Syntax Advisors
New York
$821K +$821K +6,996 New
VCS
1858
Vaughan & Co Securities
New Jersey
$819K -$4.7K -40 -0.6%
Kovitz Investment Group Partners
1859
Kovitz Investment Group Partners
Illinois
$819K +$103K +1,223 +14%
SHA
1860
Seneca House Advisors
Virginia
$818K -$152K -1,291 -16%
WA
1861
Waverly Advisors
Alabama
$817K -$225K -1,620 -22%
FPB
1862
First PREMIER Bank
South Dakota
$817K +$4K +34 +0.5%
SWA
1863
SOA Wealth Advisors
New York
$816K +$6.81K +58 +0.8%
CA
1864
Claro Advisors
Massachusetts
$816K +$35K +298 +4%
AFM
1865
Abbot Financial Management
Massachusetts
$814K -$38K -324 -4%
XWM
1866
Xcel Wealth Management
Florida
$814K +$91.4K +779 +13%
PCM
1867
Piedmont Capital Management
Montana
$813K +$40.5K +345 +5%
JAG
1868
Journey Advisory Group
Kentucky
$812K -$60.9K -519 -7%
JAFL
1869
Jay A. Fishman Ltd
Michigan
$807K +$807K +6,878 New
VFA
1870
Voya Financial Advisors
Connecticut
$807K -$43.4K -370 -5%
LWA
1871
Lineweaver Wealth Advisors
Ohio
$805K +$9.97K +85 +1%
BA
1872
Birinyi Associates
Connecticut
$804K +$29.3K +250 +4%
SF
1873
Symphony Financial
Texas
$804K +$239K +2,001 +42%
TCMP
1874
Thrive Capital Management (Pennsylvania)
Pennsylvania
$803K -$615K -5,243 -43%
OL
1875
Optas LLC
Texas
$801K +$235 +2 +0%