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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 %
JHP
1926
James Hambro & Partners
United Kingdom
$503K -$13.5K -129 -3%
KC
1927
Kingfisher Capital
North Carolina
$503K +$5.77K +55 +1%
ACA
1928
Atlas Capital Advisors
Wyoming
$503K -$97.7K -932 -16%
MWM
1929
Merriman Wealth Management
Washington
$502K -$27K -258 -5%
MFG
1930
Menard Financial Group
Texas
$502K +$42.1K +402 +9%
LIA
1931
LBMC Investment Advisors
Tennessee
$501K +$66.5K +634 +15%
PCM
1932
Pointe Capital Management
Michigan
$500K -$2.93K -28 -0.6%
OMC
1933
Overbrook Management Corp
New York
$499K
CBA
1934
Coastal Bridge Advisors
Connecticut
$499K +$74.6K +711 +18%
TAM
1935
Trillium Asset Management
Massachusetts
$498K -$42.6K -407 -8%
RMSCM
1936
R.M. Sincerbeaux Capital Management
New York
$498K
CGA
1937
Crescent Grove Advisors
Illinois
$497K -$15.7K -150 -3%
LDFR
1938
Lehman & Derafelo Financial Resources
Pennsylvania
$496K -$2.92M -27,905 -85%
BRA
1939
Biechele Royce Advisors
Indiana
$496K
MAG
1940
Mayfair Advisory Group
Alabama
$495K -$5.28K -50 -1%
LB
1941
Leo Brokerage
Texas
$495K +$50.8K +484 +11%
CSPAM
1942
Cary Street Partners Asset Management
Virginia
$495K +$142K +1,353 +40%
VFPI
1943
Vantage Financial Partners (Illinois)
Illinois
$493K +$101K +960 +26%
SLF
1944
Sun Life Financial
Ontario, Canada
$493K +$102K +977 +26%
JGIA
1945
Jackson Grant Investment Advisers
Connecticut
$492K +$195K +1,859 +66%
CCM
1946
Canal Capital Management
Virginia
$491K +$524 +5 +0.1%
WI
1947
Wedgewood Investors
Pennsylvania
$490K
IA
1948
IAM Advisory
Pennsylvania
$490K +$422 +4 +0.1%
TIA
1949
Traphagen Investment Advisors
New Jersey
$488K +$103K +980 +27%
RHJA
1950
Rice Hall James & Associates
California
$487K