CVX icon

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 %
WAS
1951
WESPAC Advisors SoCal
California
$30K +$10.2K +100 +52%
UWPG
1952
Ullmann Wealth Partners Group
Florida
$27K
SFPIA
1953
Stevens First Principles Investment Advisors
California
$27K
BGC
1954
Blue Granite Capital
South Carolina
$26K
APSP
1955
Asset Planning Services (Pennsylvania)
Pennsylvania
$24K +$205 +2 +0.9%
CWM
1956
Cranbrook Wealth Management
Michigan
$23K
LYV
1957
Live Your Vision
Pennsylvania
$22K
PS
1958
Portfolio Solutions
Michigan
$22K
TWMP
1959
Taylor Wealth Management Partners
Massachusetts
$21K
GWA
1960
Guidant Wealth Advisors
Illinois
$20K
CFA
1961
Camarda Financial Advisors
Florida
$17K -$7.88K -76 -32%
CFG
1962
CKW Financial Group
Hawaii
$17K +$107 +1 +0.6%
SIA
1963
SeaBridge Investment Advisors
New Jersey
$16K
BIMC
1964
Benson Investment Management Company
Virginia
$11K
CAL
1965
Capital Advisors Ltd
Ohio
$9K
MIM
1966
Macroview Investment Management
Maryland
$8K +$8K +73 New
CPA
1967
Clear Perspective Advisors
Illinois
$8K +$740 +775 +10%
AUB
1968
Atlantic Union Bankshares
Virginia
$7.09K +$193 +1,851 +3%
CT
1969
Chicago Trust
Illinois
$4.05K -$219 -2,095 -5%
LBG
1970
Lloyds Banking Group
United Kingdom
$4K
Group One Trading
1971
Group One Trading
Illinois
$4K
FA
1972
FMA Advisory
Pennsylvania
$3.41K -$569 -5,459 -14%
HCM
1973
Horrell Capital Management
Arkansas
$3K
NC
1974
NewSquare Capital
Pennsylvania
$3K
TCA
1975
Tortoise Capital Advisors
Kansas
$2K