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Chevron

2,233 hedge funds and large institutions have $154B invested in Chevron in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 930 increasing their positions, 937 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,233
Holders Change
-13
Holders Change %
-0.58%
% of All Funds
51.13%
Holding in Top 10
139
Holding in Top 10 Change
-77
Holding in Top 10 Change %
-35.65%
% of All Funds
3.18%
New
82
Increased
930
Reduced
937
Closed
75
Calls
$1.54B
Puts
$1.61B
Net Calls
-$68.2M
Net Calls Change
-$266M
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
2001
Barber Financial Group
Kansas
$284K +$284K +2,324 New
SCM
2002
Suffolk Capital Management
New York
$283K -$591K -4,829 -68%
CANY
2003
Caxton Associates (New York)
New York
$283K +$283K +2,314 New
PFC
2004
Personal Financial Consultants
California
$283K +$283K +2,316 New
HI
2005
Hendershot Investments
Virginia
$278K
TC
2006
Trilogy Capital
California
$277K +$122 +1 +0%
MMA
2007
Miracle Mile Advisors
California
$276K -$199K -1,629 -42%
BCM
2008
Beddow Capital Management
Wyoming
$275K -$70.3K -575 -20%
TFA
2009
Toth Financial Advisory
Virginia
$274K -$17.8K -145 -6%
SHJ
2010
Sharkey, Howes & Javer
Colorado
$273K
KSA
2011
Ken Stern & Associates
California
$272K
MFT
2012
Moisand Fitzgerald Tamayo
Florida
$272K
HFA
2013
Huber Financial Advisors
Illinois
$272K +$611 +5 +0.2%
AA
2014
AlphaMark Advisors
Kentucky
$272K +$18.3K +150 +7%
MCIA
2015
Mountain Capital Investment Advisors
Colorado
$272K +$57.1K +467 +27%
WAM
2016
Wallington Asset Management
Indiana
$269K -$2.45K -20 -0.9%
PWM
2017
Paulson Wealth Management
Illinois
$267K +$9.4K +83 +4%
WCM
2018
Whitener Capital Management
North Carolina
$266K -$8.55K -70 -3%
KA
2019
Klingman & Associates
New York
$264K
DM
2020
Diker Management
New York
$264K
DA
2021
DSC Advisors
Illinois
$264K +$264K +2,158 New
DLHL
2022
Donald L. Hagan LLC
Florida
$262K
FAM
2023
Fenimore Asset Management
New York
$262K +$122 +1 +0%
LFA
2024
Legacy Financial Advisors
Kentucky
$259K -$47.3K -387 -15%
AWM
2025
AllSquare Wealth Management
New York
$258K