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Chevron

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
Name Holding Trade Value Shares
Change
Shares
Change %
GAAM
1876
Guinness Atkinson Asset Management
California
$568K +$126K +1,200 +28%
VCM
1877
Vision Capital Management
Oregon
$567K -$180K -1,720 -24%
WC
1878
Westhampton Capital
North Carolina
$566K +$9.42K +90 +2%
NFG
1879
Nations Financial Group
Iowa
$566K +$48.9K +466 +9%
VFPI
1880
Vantage Financial Partners (Illinois)
Illinois
$566K +$73.4K +700 +15%
CIP
1881
Convergence Investment Partners
Florida
$563K -$1.69M -16,151 -75%
CCA
1882
Childress Capital Advisors
Texas
$561K -$406K -3,878 -42%
1WM
1883
1900 Wealth Management
Texas
$561K +$249K +2,380 +80%
AI
1884
Accredited Investors
Minnesota
$560K +$14.9K +142 +3%
ESCM
1885
Echo Street Capital Management
New York
$560K +$560K +5,351 New
LCM
1886
Leisure Capital Management
California
$559K
CGH
1887
CMG Global Holdings
Texas
$559K +$9.32K +89 +2%
BWA
1888
Beam Wealth Advisors
Louisiana
$559K +$209K +1,994 +60%
MCM
1889
Maple Capital Management
Vermont
$558K -$49.9K -490 -8%
PWM
1890
PBMares Wealth Management
Virginia
$557K -$21.5K -205 -4%
WWM
1891
Wagner Wealth Management
South Carolina
$557K +$31.9K +305 +6%
MWM
1892
Merriman Wealth Management
Washington
$557K +$55.2K +527 +11%
BEAM
1893
Baker Ellis Asset Management
Washington
$557K +$301K +2,878 +118%
BDWM
1894
Brewin Dolphin Wealth Management
Ireland
$555K +$9.43K +90 +2%
EI
1895
Ellevest Inc
New York
$555K
JFA
1896
JNBA Financial Advisors
Minnesota
$553K -$15.5K -148 -3%
IFWM
1897
Institute for Wealth Management
Colorado
$552K -$42.8K -409 -7%
GAM
1898
Gemmer Asset Management
California
$551K +$5.03K +48 +0.9%
PA
1899
Perennial Advisors
New York
$550K -$628 -6 -0.1%
LA
1900
LVW Advisors
New York
$550K +$12.8K +122 +2%