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Chevron

2,570 hedge funds and large institutions have $178B invested in Chevron in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 1,301 increasing their positions, 856 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,570
Holders Change
+10
Holders Change %
+0.39%
% of All Funds
44.87%
Holding in Top 10
58
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.94%
% of All Funds
1.01%
New
143
Increased
1,301
Reduced
856
Closed
98
Calls
$2.35B
Puts
$2.03B
Net Calls
+$322M
Net Calls Change
-$1.84M
Name Holding Trade Value Shares
Change
Shares
Change %
BWLSA
2001
Blue Water Life Science Advisors
California
$463K
AAP
2002
Arax Advisory Partners
Colorado
$463K +$463K +4,423 New
RIM
2003
Rockbridge Investment Management
New York
$461K -$85K -812 -16%
B
2004
Bridgeworth
Alabama
$461K -$57.2K -546 -11%
TF
2005
Trek Financial
Arizona
$460K +$238K +2,270 +107%
AA
2006
AF Advisors
California
$458K
HA
2007
Harbor Advisors
Florida
$458K
DOA
2008
D'Orazio & Associates
Virginia
$458K +$182K +1,735 +66%
LSAG
2009
Lake Street Advisors Group
New Hampshire
$456K +$9.54K +93 +2%
VAM
2010
Verity Asset Management
North Carolina
$456K +$36.9K +352 +9%
ARG
2011
Advisory Resource Group
Oklahoma
$455K
KIG
2012
Kowal Investment Group
Wisconsin
$454K -$500K -4,779 -52%
EWM
2013
EPG Wealth Management
Georgia
$454K -$419 -4 -0.1%
MAG
2014
MRA Advisory Group
New Jersey
$448K +$448K +4,280 New
ST
2015
Sageworth Trust
Pennsylvania
$445K +$161K +1,543 +57%
RPWA
2016
Regent Peak Wealth Advisors
Georgia
$443K +$14.4K +141 +3%
PP
2017
PDS Planning
Ohio
$442K -$88.3K -843 -17%
DWM
2018
Defined Wealth Management
Oregon
$442K +$314 +3 +0.1%
PCA
2019
Pallas Capital Advisors
Massachusetts
$442K +$442K +4,402 New
TWP
2020
Tempus Wealth Planning
California
$440K +$94.8K +906 +27%
FBFS
2021
First Business Financial Services
Wisconsin
$439K +$20.5K +196 +5%
OWP
2022
Obermeyer Wealth Partners
Colorado
$439K +$93.7K +894 +27%
CWM
2023
Cabot Wealth Management
Massachusetts
$438K
RFN
2024
RDA Financial Network
Iowa
$437K +$11.7K +112 +3%
HDIM
2025
Hanson & Doremus Investment Management
Vermont
$437K +$17.1K +238 +4%