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Chevron

2,207 hedge funds and large institutions have $143B invested in Chevron in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 909 increasing their positions, 963 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
50.65%
Holding in Top 10
156
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-23.53%
% of All Funds
3.58%
New
110
Increased
909
Reduced
963
Closed
79
Calls
$1.44B
Puts
$1.77B
Net Calls
-$322M
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
1976
Transform Wealth
Colorado
$282K -$130K -1,138 -31%
DCM
1977
Delta Capital Management
New Jersey
$282K
CRB
1978
Chad R. Baker
$282K
GC
1979
Gibson Capital
Pennsylvania
$281K
IWA
1980
Intercontinental Wealth Advisors
Texas
$281K +$17.6K +154 +7%
BIA
1981
Barry Investment Advisors
Massachusetts
$277K -$5.02K -44 -2%
ACM
1982
AlphaStar Capital Management
North Carolina
$276K -$18.7K -164 -6%
TFA
1983
Toth Financial Advisory
Virginia
$272K -$22.6K -198 -8%
PWM
1984
Paulson Wealth Management
Illinois
$271K +$8.56K +75 +3%
MCM
1985
MV Capital Management
Maryland
$271K +$18.8K +165 +7%
WCM
1986
Whitener Capital Management
North Carolina
$270K -$11.4K -100 -4%
FC
1987
Fulcrum Capital
Washington
$270K -$5.37K -47 -2%
CCA
1988
Clearwater Capital Advisors
Illinois
$269K +$7.41K +65 +3%
FDCC
1989
Foster Dykema Cabot & Co
Massachusetts
$267K
IAA
1990
Ironsides Asset Advisors
North Carolina
$267K +$267K +2,343 New
SLG
1991
Stanley-Laman Group
Pennsylvania
$265K
BMCM
1992
Bryn Mawr Capital Management
Pennsylvania
$265K +$6.62K +58 +3%
BCIM
1993
Bishop & Co Investment Management
Pennsylvania
$263K +$263K +2,308 New
MAP
1994
Milestone Advisory Partners
North Carolina
$262K
AAM
1995
Ascension Asset Management
New York
$262K
TC
1996
Trilogy Capital
California
$262K +$18.9K +166 +8%
LFA
1997
Legacy Financial Advisors
Kentucky
$262K +$75.4K +636 +40%
DPI
1998
Diversified Portfolios Inc
Michigan
$261K -$5.48K -48 -2%
GKWIM
1999
Gerber Kawasaki Wealth & Investment Management
California
$261K
PIA
2000
Pinion Investment Advisors
Kansas
$259K +$259K +2,274 New