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Chevron

2,560 hedge funds and large institutions have $135B invested in Chevron in 2021 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 1,214 increasing their positions, 878 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,560
Holders Change
+90
Holders Change %
+3.64%
% of All Funds
45.08%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.22%
New
226
Increased
1,214
Reduced
878
Closed
109
Calls
$2.27B
Puts
$1.94B
Net Calls
+$324M
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Shares
Change %
CFN
2001
Cordasco Financial Network
Florida
$433K -$314 -3 -0.1%
CWC
2002
Carolinas Wealth Consulting
North Carolina
$432K -$31.2K -298 -7%
EA
2003
Emerald Advisors
Washington
$431K -$56.1K -535 -12%
PCM
2004
Perritt Capital Management
Illinois
$431K +$28.8K +275 +7%
TWP
2005
Tower Wealth Partners
Pennsylvania
$431K +$33.5K +320 +8%
RPA
2006
Rock Point Advisors
Vermont
$430K -$7.33K -70 -2%
VIM
2007
Vista Investment Management
Pennsylvania
$430K -$942 -9 -0.2%
ACH
2008
ArrowMark Colorado Holdings
Colorado
$430K
PAS
2009
Professional Advisory Services
Florida
$430K +$10.5K +100 +3%
VIA
2010
Vident Investment Advisory
Georgia
$429K -$2.15M -20,502 -83%
CM
2011
Columbus Macro
Pennsylvania
$429K -$45.2K -432 -10%
AIP
2012
Almanack Investment Partners
Pennsylvania
$429K +$12.2K +116 +3%
GM
2013
GeoWealth Management
Illinois
$429K +$375K +3,574 +691%
IFG
2014
Investors Financial Group
Minnesota
$427K -$13.5K -129 -3%
NPA
2015
Nichols & Pratt Advisers
Massachusetts
$427K +$31.4K +300 +8%
RFN
2016
RDA Financial Network
Iowa
$426K -$122K -1,161 -22%
FHC
2017
First Heartland Consultants
Missouri
$426K +$63.1K +602 +17%
PFGIA
2018
Patriot Financial Group Insurance Agency
Massachusetts
$425K -$10.8K -103 -2%
CRIG
2019
Charter Research & Investment Group
Connecticut
$425K
MC
2020
Mathes Company
New York
$424K
NCMW
2021
Northern Capital Management (Washington)
Washington
$424K
BCA
2022
Bray Capital Advisors
Florida
$422K +$71.4K +682 +20%
FBFS
2023
First Business Financial Services
Wisconsin
$419K
VAM
2024
Verity Asset Management
North Carolina
$419K +$17.7K +169 +4%
SCA
2025
SMH Capital Advisors
Texas
$419K +$165K +1,573 +65%