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Chevron
CVX

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$568M
2
BlackRock
BlackRock
New York
+$455M
3
State Street
State Street
Massachusetts
+$193M
4
Morgan Stanley
Morgan Stanley
New York
+$159M
5
Capital World Investors
Capital World Investors
California
+$153M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$551M
2
Ameriprise
Ameriprise
Minnesota
-$451M
3
Bank of America
Bank of America
North Carolina
-$372M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$360M
5
Franklin Resources
Franklin Resources
California
-$339M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
2076
Chase Investment Counsel
Virginia
$396K +$15.2K +145 +4%
FC
2077
FCA Corp
Texas
$395K +$28K +267 +8%
TA
2078
Trellis Advisors
Washington
$394K -$19.5K -186 -5%
AWM
2079
Atticus Wealth Management
Florida
$393K – – –
BCM
2080
Breiter Capital Management
Florida
$392K -$1.42M -13,571 -78%
LJAC
2081
L.J. Altfest & Co
New York
$392K +$2.62K +25 +0.7%
I
2082
INVST
Indiana
$392K +$59.3K +602 +18%
WBC
2083
West Branch Capital
Massachusetts
$392K +$132K +1,266 +51%
FFC
2084
First Financial Corp
Indiana
$391K -$733 -7 -0.2%
CCM
2085
Carderock Capital Management
Maryland
$391K – – –
PIA
2086
Pinion Investment Advisors
Kansas
$391K +$105 +1 +0%
PWAG
2087
Polaris Wealth Advisory Group
California
$390K -$78.8K -742 -17%
CWP
2088
Concord Wealth Partners
Virginia
$389K -$49.3K -471 -11%
WDG
2089
Wealth Dimensions Group
Ohio
$389K +$85.6K +817 +28%
WAM
2090
WNY Asset Management
New York
$388K -$7.51K -72 -2%
WOSD
2091
WFA of San Diego
California
$387K – – –
BEI
2092
Benjamin Edwards Inc
Missouri
$387K +$28.7K +274 +8%
EWM
2093
Elmwood Wealth Management
California
$385K +$29K +277 +8%
PIA
2094
Perennial Investment Advisors
California
$385K +$115K +1,098 +43%
RBFC
2095
Roman Butler Fullerton & Co
Missouri
$384K +$9.54K +91 +3%
DWM
2096
Dorchester Wealth Management
Quebec, Canada
$382K – – –
SIM
2097
SSI Investment Management
California
$382K +$315 +3 +0.1%
CCP
2098
Cardan Capital Partners
Colorado
$381K -$78.4K -748 -17%
CS
2099
Capital Square
Tennessee
$381K +$399 +4 +0.1%
CIC
2100
Cornercap Investment Counsel
Georgia
$380K -$2.88M -27,554 -88%
82 83
84
85 86