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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 %
GAAM
2026
Guinness Atkinson Asset Management
California
$418K -$132K -1,300 -24%
BDF
2027
Balasa Dinverno & Foltz
$417K -$187K -1,844 -31%
PA
2028
Probity Advisors
Texas
$417K -$4.26K -42 -1%
BCFD
2029
Boit C.F. David
$417K
VIM
2030
Vista Investment Management
Pennsylvania
$417K +$15K +148 +4%
LPIC
2031
LeJeune Puetz Investment Counsel
Michigan
$417K +$126K +1,240 +43%
CRIG
2032
Charter Research & Investment Group
Connecticut
$416K
PAS
2033
Professional Advisory Services
Florida
$416K
SXL
2034
Summit X LLC
Missouri
$416K +$5.3K +50 +1%
LWP
2035
Lumature Wealth Partners
Georgia
$415K -$48.7K -480 -10%
SHWM
2036
Silicon Hills Wealth Management
Texas
$415K +$63.5K +626 +18%
ECM
2037
Elgethun Capital Management
South Dakota
$415K +$71.5K +704 +21%
RW
2038
Rede Wealth
Virginia
$414K -$36.1K -356 -8%
EIA
2039
Edgemoor Investment Advisors
Maryland
$411K -$209K -2,065 -34%
CFN
2040
Cordasco Financial Network
Florida
$410K +$6.9K +68 +2%
PIA
2041
Perennial Investment Advisors
California
$407K +$32.9K +323 +9%
HIP
2042
HUB Investment Partners
Texas
$406K +$48K +473 +13%
MA
2043
MONECO Advisors
Connecticut
$406K +$56K +552 +16%
SCA
2044
SMH Capital Advisors
Texas
$405K -$1.52K -15 -0.4%
GWS
2045
Glassman Wealth Services
Virginia
$405K +$18.6K +183 +5%
RBFC
2046
Roman Butler Fullerton & Co
Missouri
$404K +$2.63K +24 +0.7%
CIC
2047
Chase Investment Counsel
Virginia
$404K +$20.4K +202 +5%
SAM
2048
Summit Asset Management
Tennessee
$403K -$16.4K -162 -4%
JCM
2049
Jacobsen Capital Management
Utah
$403K
CHA
2050
Carmichael Hill & Associates
Maryland
$402K +$1.42K +14 +0.4%