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Chevron

2,559 hedge funds and large institutions have $172B invested in Chevron in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 1,205 increasing their positions, 947 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,559
Holders Change
-11
Holders Change %
-0.43%
% of All Funds
44.94%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
128
Increased
1,205
Reduced
947
Closed
102
Calls
$2.3B
Puts
$2.52B
Net Calls
-$222M
Net Calls Change
-$544M
Name Holding Trade Value Shares
Change
Shares
Change %
EA
1951
Elm Advisors
California
$485K
DOA
1952
D'Orazio & Associates
Virginia
$485K +$40.6K +400 +9%
EIG
1953
Ellenbecker Investment Group
Wisconsin
$484K +$24K +236 +5%
LDFR
1954
Lehman & Derafelo Financial Resources
Pennsylvania
$483K +$30.4K +300 +7%
GRQ
1955
Gardner Russo & Quinn
Pennsylvania
$482K -$8.32K -82 -2%
APG
1956
Abacus Planning Group
South Carolina
$481K -$24.9K -246 -5%
AP
1957
Atwood & Palmer
Missouri
$481K +$20.3K +200 +4%
GM
1958
GeoWealth Management
Illinois
$480K -$5.48K -54 -1%
AWM
1959
Act Wealth Management
Texas
$479K
DC
1960
DeDora Capital
California
$476K +$65.3K +644 +16%
TFA
1961
Teamwork Financial Advisors
Texas
$473K -$10.4K -103 -2%
WA
1962
Wealthstar Advisors
Texas
$473K +$1.62K +16 +0.3%
JLBC
1963
J.L. Bainbridge & Co
Florida
$472K +$14.4K +142 +3%
BEI
1964
Benjamin Edwards Inc
Missouri
$472K +$97.3K +959 +26%
OWA
1965
Octavia Wealth Advisors
Ohio
$471K -$32.6K -322 -6%
JGIA
1966
Jackson Grant Investment Advisers
Connecticut
$471K -$8.33K -82 -2%
RHJA
1967
Rice Hall James & Associates
California
$471K
PCP
1968
Proficio Capital Partners
Massachusetts
$470K -$8.41K -83 -2%
EIP
1969
Ellis Investment Partners
Pennsylvania
$470K +$5.58K +55 +1%
LB
1970
Leo Brokerage
Texas
$469K -$54.6K -538 -10%
CCM
1971
Canal Capital Management
Virginia
$469K -$7.21K -71 -2%
I
1972
INVST
Indiana
$468K +$64.2K +633 +16%
MMC
1973
Mizuho Markets Cayman
Cayman Islands
$468K +$468K +4,609 New
APW
1974
Austin Private Wealth
Texas
$467K +$62.7K +618 +16%
EBSAM
1975
Eubel Brady & Suttman Asset Management
Ohio
$466K -$2.13K -21 -0.5%