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Chevron

2,264 hedge funds and large institutions have $88.7B invested in Chevron in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 827 increasing their positions, 1,140 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,264
Holders Change
-98
Holders Change %
-4.15%
% of All Funds
45.8%
Holding in Top 10
32
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-47.54%
% of All Funds
0.65%
New
100
Increased
827
Reduced
1,140
Closed
171
Calls
$1.46B
Puts
$1.53B
Net Calls
-$74.7M
Net Calls Change
-$325M
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
1951
First Heartland Consultants
Missouri
$272K -$39.1K -543 -13%
SP
1952
Successful Portfolios
Florida
$272K +$49.4K +687 +22%
AWM
1953
Atticus Wealth Management
Florida
$270K -$11.3K -157 -4%
EIG
1954
Ellenbecker Investment Group
Wisconsin
$270K -$2.44K -34 -0.9%
CCM
1955
Carderock Capital Management
Maryland
$269K -$508K -7,043 -65%
RIM
1956
Reliant Investment Management
Tennessee
$268K +$268K +3,720 New
CWM
1957
Circle Wealth Management
New Jersey
$266K -$19.4K -270 -7%
SWM
1958
Sugarloaf Wealth Management
Georgia
$266K -$12.3K -171 -4%
GIA
1959
Granite Investment Advisors
New Hampshire
$266K +$49.5K +687 +23%
UCI
1960
Uncommon Cents Investing
Wisconsin
$266K +$76.1K +1,057 +40%
VAM
1961
Verity Asset Management
North Carolina
$265K +$265K +3,687 New
ACM
1962
Aljian Capital Management
Nevada
$265K +$265K +3,696 New
TCM
1963
Traynor Capital Management
Pennsylvania
$264K -$51.9K -718 -16%
LFA
1964
Legacy Financial Advisors
Kentucky
$264K +$264K +3,661 New
SLA
1965
Silver Lake Advisory
Utah
$263K -$28K -389 -10%
WAG
1966
Winthrop Advisory Group
Massachusetts
$262K -$40.7K -572 -13%
MPW
1967
MA Private Wealth
California
$262K +$5.03K +70 +2%
IC
1968
Investment Counsel
Michigan
$261K -$589K -8,179 -69%
BPGAM
1969
BTG Pactual Global Asset Management
Bermuda
$261K +$261K +3,631 New
LFA
1970
Landmark Financial Advisors
Kentucky
$259K -$11K -151 -4%
PWAP
1971
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$259K +$32.9K +457 +15%
BFO
1972
Biltmore Family Office
North Carolina
$258K -$537K -7,462 -68%
YWP
1973
YorkBridge Wealth Partners
New York
$258K -$143K -1,991 -36%
SC
1974
Saturna Capital
Washington
$258K
ACP
1975
Aviance Capital Partners
Florida
$258K