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Chevron

2,327 hedge funds and large institutions have $136B invested in Chevron in 2018 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 894 increasing their positions, 930 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,327
Holders Change
+94
Holders Change %
+4.21%
% of All Funds
51.93%
Holding in Top 10
155
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.51%
% of All Funds
3.46%
New
249
Increased
894
Reduced
930
Closed
132
Calls
$1.45B
Puts
$1.37B
Net Calls
+$77.1M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Shares
Change %
DOA
2001
D'Orazio & Associates
Virginia
$324K
PCMC
2002
Paragon Capital Management (Colorado)
Colorado
$322K -$915K -8,421 -74%
PGA
2003
Portland Global Advisors
Maine
$322K
BEC
2004
Blue Edge Capital
Virginia
$322K
SCA
2005
Stuart Chaussee & Associates
California
$321K -$253K -2,327 -44%
OIWM
2006
OptiFour Integrated Wealth Management
Virginia
$320K -$13.6K -125 -4%
VFP
2007
Verus Financial Partners
Virginia
$320K
LA
2008
LVW Advisors
New York
$317K -$581K -5,338 -65%
GEA
2009
Glen Eagle Advisors
New Jersey
$317K
ACM
2010
Ashford Capital Management
Delaware
$315K
TIM
2011
Total Investment Management
Arizona
$315K +$839 +7 +0.3%
AIA
2012
Alera Investment Advisors
Illinois
$315K +$315K +2,899 New
LFA
2013
Landmark Financial Advisors
Kentucky
$314K -$26.9K -248 -8%
VIM
2014
Vista Investment Management
Pennsylvania
$314K +$11.7K +107 +4%
CA
2015
Cornerstone Advisory
Maryland
$313K -$4.79K -44 -2%
HWMG
2016
Hurlow Wealth Management Group
Indiana
$312K +$312K +2,779 New
LC
2017
Lindbrook Capital
California
$312K +$312K +2,876 New
AIM
2018
Arcadia Investment Management
Michigan
$311K +$15.3K +141 +5%
FFC
2019
First Financial Corp
Indiana
$310K -$1.74K -16 -0.6%
NWM
2020
Northwest Wealth Management
Iowa
$310K +$31.4K +288 +11%
FAG
2021
Financial Advisory Group
Texas
$306K +$760 +7 +0.2%
BIA
2022
Barry Investment Advisors
Massachusetts
$306K +$6.1K +56 +2%
SIMM
2023
Stillwater Investment Management (Minnesota)
Minnesota
$305K +$2.93K +27 +1%
TAM
2024
Trillium Asset Management
Massachusetts
$305K +$3.81K +35 +1%
CHA
2025
Carmichael Hill & Associates
Maryland
$304K +$34.8K +320 +13%