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Chevron

2,884 hedge funds and large institutions have $152B invested in Chevron in 2021 Q4 according to their latest regulatory filings, with 442 funds opening new positions, 1,253 increasing their positions, 919 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,884
Holders Change
+325
Holders Change %
+12.7%
% of All Funds
44.54%
Holding in Top 10
90
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+42.86%
% of All Funds
1.39%
New
442
Increased
1,253
Reduced
919
Closed
81
Calls
$2.79B
Puts
$3.34B
Net Calls
-$550M
Net Calls Change
-$328M
Name Holding Trade Value Shares
Change
Shares
Change %
CBA
2001
Coastal Bridge Advisors
Connecticut
$643K -$61.4K -523 -9%
LSA
2002
L & S Advisors
California
$643K +$59.2K +504 +10%
OPTFSNA
2003
Old Point Trust & Financial Services N A
Virginia
$642K
FCB
2004
First Command Bank
Texas
$642K
JMFC
2005
J.M. Forbes & Co
Massachusetts
$642K +$72.3K +616 +13%
WMA
2006
West Michigan Advisors
Michigan
$642K +$642K +5,475 New
CAM
2007
Covenant Asset Management
New Jersey
$641K
AAM
2008
Aureus Asset Management
Massachusetts
$639K -$528K -4,499 -45%
LA
2009
Latitude Advisors
Florida
$639K -$46.8K -399 -7%
VCM
2010
Vision Capital Management
Oregon
$639K +$4.11K +35 +0.6%
AIFAIM
2011
American Institute for Advanced Investment Management
Arizona
$639K +$332K +2,825 +108%
EFA
2012
Evernest Financial Advisors
Indiana
$638K +$638K +4,227 New
LA
2013
LVW Advisors
New York
$638K +$2.94K +25 +0.5%
CCM
2014
Carderock Capital Management
Maryland
$637K +$70.4K +600 +12%
CBT
2015
Central Bank & Trust
Kentucky
$636K -$70K -597 -10%
GWM
2016
Gray Wealth Management
Maine
$635K -$19.6K -167 -3%
CA
2017
Carson Advisory
Georgia
$634K +$634K +5,403 New
MWM
2018
Moulton Wealth Management
Washington
$633K +$67.4K +554 +12%
KIG
2019
Kowal Investment Group
Wisconsin
$629K +$66K +563 +12%
BBNB
2020
Baker Boyer National Bank
Washington
$628K +$628K +5,354 New
LCM
2021
Leisure Capital Management
California
$627K
XT
2022
XTX Topco
Cayman Islands
$625K +$625K +5,330 New
ACM
2023
Alta Capital Management
Utah
$622K -$21.1K -180 -3%
LDFR
2024
Lehman & Derafelo Financial Resources
Pennsylvania
$622K +$63.3K +539 +11%
PFGIA
2025
Patriot Financial Group Insurance Agency
Massachusetts
$621K -$16.3K -139 -3%