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Chevron

2,264 hedge funds and large institutions have $88.7B invested in Chevron in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 827 increasing their positions, 1,140 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,264
Holders Change
-98
Holders Change %
-4.15%
% of All Funds
45.8%
Holding in Top 10
32
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-47.54%
% of All Funds
0.65%
New
100
Increased
827
Reduced
1,140
Closed
171
Calls
$1.46B
Puts
$1.53B
Net Calls
-$74.7M
Net Calls Change
-$325M
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
2001
Robertson Stephens Wealth Management
California
$248K -$181K -2,519 -42%
CRIG
2002
Charter Research & Investment Group
Connecticut
$248K
MSA
2003
Marino Stram & Associates
Massachusetts
$247K +$66K +916 +36%
PFWA
2004
Paces Ferry Wealth Advisors
Georgia
$247K +$247K +3,437 New
WDL
2005
Well Done LLC
Michigan
$245K -$8.86K -123 -3%
GWS
2006
Glassman Wealth Services
Virginia
$244K -$10.5K -146 -4%
HIC
2007
Hartline Investment Corp
Illinois
$243K -$3.96K -55 -2%
LBD
2008
Landsberg Bennett & Dubbaneh
Florida
$242K -$102K -1,418 -30%
TW
2009
Towerpoint Wealth
California
$242K -$34.2K -476 -12%
NPF
2010
Norris Perne & French
Michigan
$242K
MAG
2011
Mayfair Advisory Group
Alabama
$242K +$69.6K +967 +40%
GA
2012
Gateway Advisory
New Jersey
$241K
BFPW
2013
BOK Financial Private Wealth
Colorado
$240K -$84.3K -1,168 -26%
GWM
2014
GSB Wealth Management
Connecticut
$240K
CSM
2015
CAMG Solamere Management
North Carolina
$239K -$917K -12,712 -79%
BWP
2016
BSW Wealth Partners
Colorado
$239K -$134K -1,857 -36%
ONST
2017
Old North State Trust
North Carolina
$238K -$188K -2,613 -44%
CWG
2018
Cornerstone Wealth Group
North Carolina
$238K -$5.03K -70 -2%
JCM
2019
Jag Capital Management
Missouri
$238K +$12.8K +178 +6%
CHA
2020
Carmichael Hill & Associates
Maryland
$238K +$26.3K +366 +12%
CW
2021
CreativeOne Wealth
Kansas
$238K +$46.1K +640 +24%
AIP
2022
Almanack Investment Partners
Pennsylvania
$237K -$239K -2,867 -50%
MS
2023
Maven Securities
Jersey
$237K -$184K -2,562 -44%
SBL
2024
Sargent Bickham Lagudis
Colorado
$237K -$7.78K -108 -3%
BCA
2025
Bray Capital Advisors
Florida
$235K +$144 +2 +0.1%