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Chevron
CVX

Overview Fund Activity

2,570 hedge funds and large institutions have $178B invested in Chevron in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 1,301 increasing their positions, 856 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,570
Holders Change
+10
Holders Change %
+0.39%
% of All Funds
44.87%
Holding in Top 10
58
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.94%
% of All Funds
1.01%
New
143
Increased
1,301
Reduced
856
Closed
98
Calls
$2.35B
Puts
$2.03B
Net Calls
+$322M
Net Calls Change
-$1.84M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$568M
2
BlackRock
BlackRock
New York
+$455M
3
State Street
State Street
Massachusetts
+$193M
4
Morgan Stanley
Morgan Stanley
New York
+$159M
5
Capital World Investors
Capital World Investors
California
+$153M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$551M
2
Ameriprise
Ameriprise
Minnesota
-$451M
3
Bank of America
Bank of America
North Carolina
-$372M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$360M
5
Franklin Resources
Franklin Resources
California
-$339M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
1951
Bray Capital Advisors
Florida
$502K +$80.1K +765 +19%
EA
1952
Elm Advisors
California
$501K -$16.8K -160 -3%
GM
1953
GeoWealth Management
Illinois
$501K +$72.5K +692 +17%
AIM
1954
Axiom Investment Management
New York
$500K -$7.58K -73 -1%
TFA
1955
Teamwork Financial Advisors
Texas
$499K +$499K +4,766 New
RMSCM
1956
R.M. Sincerbeaux Capital Management
New York
$498K – – –
SBL
1957
Sargent Bickham Lagudis
Colorado
$497K +$117K +1,116 +31%
MTCM
1958
Mint Tower Capital Management
Netherlands
$496K +$496K +4,740 New
MAG
1959
Mayfair Advisory Group
Alabama
$495K +$4.19K +40 +0.9%
PCP
1960
Proficio Capital Partners
Massachusetts
$494K -$124K -1,189 -20%
JGIA
1961
Jackson Grant Investment Advisers
Connecticut
$494K +$3.04K +29 +0.6%
CRI
1962
Colonial River Investments
Virginia
$493K +$21.3K +203 +5%
CG
1963
Cutler Group
California
$493K +$285K +2,720 +137%
TCM
1964
Traynor Capital Management
Pennsylvania
$492K +$43.1K +406 +10%
BCA
1965
Berman Capital Advisors
Georgia
$492K +$104K +998 +27%
CCM
1966
Canal Capital Management
Virginia
$491K +$419 +4 +0.1%
WI
1967
Wedgewood Investors
Pennsylvania
$490K – – –
IIC
1968
Integrated Investment Consultants
Michigan
$489K +$136K +1,298 +38%
OMC
1969
Overbrook Management Corp
New York
$488K -$10.5K -100 -2%
KOMWMG
1970
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$488K +$19.3K +184 +4%
HAS
1971
HBW Advisory Services
California
$488K +$200K +1,913 +70%
WA
1972
Wealthstar Advisors
Texas
$488K +$488K +4,660 New
MWM
1973
Moulton Wealth Management
Washington
$487K – – –
RHJA
1974
Rice Hall James & Associates
California
$486K – – –
OHIS
1975
Oak Harvest Investment Services
Texas
$485K -$175K -1,671 -27%
77 78
79
80 81