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Chevron

2,559 hedge funds and large institutions have $172B invested in Chevron in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 1,205 increasing their positions, 947 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,559
Holders Change
-11
Holders Change %
-0.43%
% of All Funds
44.94%
Holding in Top 10
63
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.62%
% of All Funds
1.11%
New
128
Increased
1,205
Reduced
947
Closed
102
Calls
$2.3B
Puts
$2.52B
Net Calls
-$222M
Net Calls Change
-$544M
Name Holding Trade Value Shares
Change
Shares
Change %
BRA
2001
Biechele Royce Advisors
Indiana
$441K -$45.8K -451 -9%
ARG
2002
Advisory Resource Group
Oklahoma
$441K
OMC
2003
Overbrook Management Corp
New York
$440K -$32.3K -319 -7%
ECM
2004
Exchange Capital Management
Michigan
$438K -$50.7K -500 -10%
RPWA
2005
Regent Peak Wealth Advisors
Georgia
$436K -$5.48K -54 -1%
IIC
2006
Integrated Investment Consultants
Michigan
$435K -$39.5K -389 -8%
VCM
2007
Versant Capital Management
Arizona
$435K -$14.3K -141 -3%
DAM
2008
Diamant Asset Management
Connecticut
$435K +$435K +4,291 New
PP
2009
Pegasus Partners
Wisconsin
$434K -$29K -286 -6%
EA
2010
Emerald Advisors
Washington
$432K +$13.8K +136 +3%
TWP
2011
Tower Wealth Partners
Pennsylvania
$432K +$15.2K +150 +4%
FA
2012
Fountainhead AM
New Jersey
$432K +$64.8K +639 +18%
PCM
2013
Perritt Capital Management
Illinois
$431K +$10.2K +100 +2%
5L
2014
55I LLC
Massachusetts
$429K -$843K -8,329 -66%
WC
2015
Whitney & Co
New York
$429K -$67.5K -665 -14%
FIB
2016
First Interstate Bank
Montana
$429K +$76.4K +752 +22%
DWM
2017
Defined Wealth Management
Oregon
$428K +$405 +4 +0.1%
EFM
2018
E Fund Management
China
$428K +$428K +4,215 New
RIM
2019
Redwood Investment Management
Arizona
$427K -$995K -9,812 -70%
TWP
2020
Tempus Wealth Planning
California
$427K
VAM
2021
Verity Asset Management
North Carolina
$425K -$16.9K -166 -4%
PG
2022
Pendal Group
Australia
$424K +$424K +4,177 New
NCMW
2023
Northern Capital Management (Washington)
Washington
$421K
CM
2024
Columbus Macro
Pennsylvania
$421K +$304 +3 +0.1%
HAS
2025
HBW Advisory Services
California
$419K -$53.8K -531 -11%