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Chevron

2,311 hedge funds and large institutions have $89.3B invested in Chevron in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 942 increasing their positions, 1,102 reducing their positions, and 360 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,311
Holders Change
-273
Holders Change %
-10.57%
% of All Funds
51.05%
Holding in Top 10
55
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-49.54%
% of All Funds
1.21%
New
125
Increased
942
Reduced
1,102
Closed
360
Calls
$1.22B
Puts
$1.1B
Net Calls
+$112M
Net Calls Change
+$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HWMG
2001
Hurlow Wealth Management Group
Indiana
$268K -$32.7K -396 -11%
HWA
2002
HHM Wealth Advisors
Tennessee
$268K +$122K +1,681 +83%
PIG
2003
Pantheon Investment Group
California
$267K -$216K -3,019 -45%
SC
2004
Saturna Capital
Washington
$267K -$32K -442 -11%
SBL
2005
Sargent Bickham Lagudis
Colorado
$266K -$74.6K -1,030 -22%
SPI
2006
Santori & Peters Inc
Pennsylvania
$264K +$264K +3,644 New
MAM
2007
Morse Asset Management
Connecticut
$263K -$1.87M -25,749 -88%
CM
2008
CoreCommodity Management
Connecticut
$263K -$173K -2,382 -40%
IWA
2009
Intercontinental Wealth Advisors
Texas
$263K +$99.2K +1,371 +61%
NFG
2010
Nations Financial Group
Iowa
$262K -$647K -8,923 -71%
CS
2011
Capital Square
Tennessee
$262K -$2.61K -36 -1%
FWM
2012
Foresight Wealth Management
Utah
$261K -$128K -1,766 -33%
PCMC
2013
Private Capital Management (Colorado)
Colorado
$261K -$16.3K -226 -6%
Wolverine Trading
2014
Wolverine Trading
Illinois
$260K -$13.2M -184,053 -98%
CWM
2015
Circle Wealth Management
New Jersey
$260K -$154K -2,122 -37%
ACP
2016
Aviance Capital Partners
Florida
$260K -$3.91K -54 -1%
WCWM
2017
Willow Creek Wealth Management
California
$260K +$80.1K +1,103 +44%
RTC
2018
Riverview Trust Company
Washington
$258K -$16.6K -229 -6%
OCM
2019
Osterweis Capital Management
California
$258K -$73 -1 -0%
JSL
2020
JT Stratford LLC
Georgia
$258K +$50.6K +698 +24%
BONST
2021
Bank of Nova Scotia Trust
Ontario, Canada
$257K -$31.8K -438 -11%
MPW
2022
MA Private Wealth
California
$257K +$2.54K +35 +1%
CIP
2023
Capital Insight Partners
Arizona
$256K
SIA
2024
Starfire Investment Advisers
Michigan
$255K
WDL
2025
Well Done LLC
Michigan
$255K +$107K +1,480 +72%