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Chevron

1,977 hedge funds and large institutions have $126B invested in Chevron in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 849 increasing their positions, 831 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,977
Holders Change
-33
Holders Change %
-1.64%
% of All Funds
49.36%
Holding in Top 10
112
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-18.84%
% of All Funds
2.8%
New
66
Increased
849
Reduced
831
Closed
79
Calls
$1.26B
Puts
$2.11B
Net Calls
-$845M
Net Calls Change
-$270M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
1926
Cascade Investment Advisors
Oregon
$88.1K +$22.8K +219 +35%
DRS
1927
Deane Retirement Strategies
Louisiana
$88K
AIS
1928
Accurate Investment Solutions
Pennsylvania
$88K +$3.83K +37 +5%
EP
1929
Edinburgh Partners
United Kingdom
$85K
MUS
1930
Mitsubishi UFJ Securities
Japan
$85K +$36.7K +350 +76%
PFO
1931
Pathstone Family Office
New Jersey
$81K -$1.99K -19 -2%
WA
1932
WealthTrust-Arizona
Arizona
$80K -$2.51K -24 -3%
1832 Asset Management
1933
1832 Asset Management
Ontario, Canada
$78K -$458K -4,377 -85%
TJHA
1934
Thomas J. Herzfeld Advisors
Florida
$75K +$832 +8 +1%
MWM
1935
Mascoma Wealth Management
New Hampshire
$74K -$42.8K -408 -37%
PO
1936
Private Ocean
California
$72K -$224K -2,132 -76%
LGWM
1937
Litman Gregory Wealth Management
California
$70K
SCA
1938
Stuart Chaussee & Associates
California
$69K -$2.6K -25 -4%
ABA
1939
American Beacon Advisors
Texas
$57K
BCI
1940
Brinker Capital Investments
Pennsylvania
$55K -$335K -3,194 -86%
ST
1941
Sageworth Trust
Pennsylvania
$48K +$48K +456 New
CCMW
1942
Cypress Capital Management (Wyoming)
Wyoming
$47.8K -$5.32K -51 -10%
CFN
1943
Cordasco Financial Network
Florida
$43K -$125K -1,200 -74%
WCM
1944
Wealthcare Capital Management
Virginia
$43K
HWP
1945
Hefty Wealth Partners
Indiana
$42K +$6.83K +66 +19%
IF
1946
Ironwood Financial
Arizona
$38K
MSFP
1947
Mark Sheptoff Financial Planning
Connecticut
$37K -$63.5K -601 -63%
RBC
1948
Roble Belko & Company
Pennsylvania
$34K
TDC
1949
Thompson Davis & Co
Virginia
$33K -$85.9K -828 -72%
AWMS
1950
Advocacy Wealth Management Services
Georgia
$33K