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Chevron

2,559 hedge funds and large institutions have $172B invested in Chevron in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 1,205 increasing their positions, 947 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,559
Holders Change
-11
Holders Change %
-0.43%
% of All Funds
44.94%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
128
Increased
1,205
Reduced
947
Closed
102
Calls
$2.3B
Puts
$2.52B
Net Calls
-$222M
Net Calls Change
-$544M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
1876
Copperwynd Financial
Arizona
$547K +$23.2K +229 +4%
AI
1877
Accredited Investors
Minnesota
$546K +$3.96K +39 +0.7%
FMP
1878
Financial Management Professionals
Texas
$546K +$30.4K +300 +6%
LCM
1879
Leisure Capital Management
California
$542K
W
1880
Wealthquest
Ohio
$539K -$25K -247 -4%
NFG
1881
Nations Financial Group
Iowa
$539K -$8.93K -88 -2%
NFSG
1882
Newbridge Financial Services Group
Florida
$539K +$340K +3,347 +170%
SIC
1883
Samalin Investment Counsel
New York
$534K -$286K -2,824 -35%
IFWM
1884
Institute for Wealth Management
Colorado
$533K -$2.03K -20 -0.4%
SP
1885
Successful Portfolios
Florida
$533K +$66.5K +655 +14%
B
1886
Bridgeworth
Alabama
$533K +$86.2K +849 +19%
HDIM
1887
Hanson & Doremus Investment Management
Vermont
$530K -$86.1K -848 -14%
CIP
1888
Convergence Investment Partners
Florida
$530K -$15.5K -153 -3%
MWM
1889
Merriman Wealth Management
Washington
$530K -$9.02K -89 -2%
JFA
1890
JNBA Financial Advisors
Minnesota
$530K -$5.27K -52 -1%
SFP
1891
Sandbox Financial Partners
Maryland
$530K +$230K +2,264 +77%
DS
1892
DRW Securities
Illinois
$530K +$530K +5,220 New
ECM
1893
ExodusPoint Capital Management
New York
$529K -$5.96M -58,833 -92%
BDWM
1894
Brewin Dolphin Wealth Management
Ireland
$529K -$9.13K -90 -2%
FPTW
1895
Franklin, Parlapiano, Turner & Welch
Texas
$528K -$260K -2,561 -33%
SAS
1896
Stelac Advisory Services
New York
$528K -$82.3K -812 -13%
WKWM
1897
Walter & Keenan Wealth Management
Indiana
$526K +$126K +1,242 +31%
CBFP
1898
Cedar Brook Financial Partners
Ohio
$524K -$155K -1,533 -23%
GFP
1899
Gryphon Financial Partners
Ohio
$523K +$50.7K +500 +11%
OWP
1900
Obermeyer Wealth Partners
Colorado
$522K +$97.3K +960 +23%