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Chevron

2,884 hedge funds and large institutions have $152B invested in Chevron in 2021 Q4 according to their latest regulatory filings, with 442 funds opening new positions, 1,253 increasing their positions, 919 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,884
Holders Change
+325
Holders Change %
+12.7%
% of All Funds
44.54%
Holding in Top 10
90
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+42.86%
% of All Funds
1.39%
New
442
Increased
1,253
Reduced
919
Closed
81
Calls
$2.79B
Puts
$3.34B
Net Calls
-$550M
Net Calls Change
-$328M
Name Holding Trade Value Shares
Change
Shares
Change %
WCA
1951
Westover Capital Advisors
Delaware
$703K +$258K +2,202 +58%
BWA
1952
Beam Wealth Advisors
Louisiana
$700K +$52K +443 +8%
ARMT
1953
Amica Retiree Medical Trust
Rhode Island
$697K
T
1954
TCWP
Ohio
$697K +$697K +5,946 New
JGUA
1955
John G. Ullman & Associates
New York
$696K +$4.69K +40 +0.7%
AP
1956
Appleton Partners
Massachusetts
$695K +$37.8K +322 +6%
EGM
1957
Engineers Gate Manager
New York
$695K +$695K +5,920 New
DCM
1958
Deuterium Capital Management
Florida
$694K +$694K +5,913 New
CICI
1959
Capital Investment Counsel Inc
North Carolina
$692K -$243K -2,075 -26%
OF
1960
Outfitter Financial
Maine
$692K
TFA
1961
Teamwork Financial Advisors
Texas
$692K +$145K +1,238 +27%
MIM
1962
Meixler Investment Management
Arizona
$692K +$692K +5,895 New
MFW
1963
Mosaic Family Wealth
Missouri
$691K +$40.7K +347 +6%
AFS
1964
Axiom Financial Strategies
Indiana
$688K -$9.86K -84 -1%
CFO
1965
CVA Family Office
Colorado
$688K +$161K +1,371 +31%
OFS
1966
Orrstown Financial Services
Pennsylvania
$687K -$11.5K -90 -2%
MWM
1967
Merriman Wealth Management
Washington
$687K +$73.3K +624 +12%
HAS
1968
HBW Advisory Services
California
$686K +$201K +1,714 +41%
WCG
1969
Weaver Consulting Group
California
$684K +$16.1K +137 +2%
PAMP
1970
Polar Asset Management Partners
Ontario, Canada
$677K -$6.1K -52 -0.9%
BWCS
1971
Beirne Wealth Consulting Services
Connecticut
$677K
NCM
1972
NCM Capital Management
New Jersey
$677K +$677K +5,770 New
AWM
1973
Accurate Wealth Management
Florida
$676K +$30.2K +267 +5%
SA
1974
Shilanski & Associates
Alaska
$674K -$93.8K -799 -12%
ERWM
1975
Elk River Wealth Management
Colorado
$674K +$19.8K +169 +3%