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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 %
CCA
2126
Catalyst Capital Advisors
New York
$360K +$204K +1,950 +131%
ACS
2127
Archford Capital Strategies
Illinois
$359K -$63.5K -606 -15%
CWM
2128
Connecticut Wealth Management
Connecticut
$359K -$30.5K -291 -8%
FC
2129
Financial Consulate
Maryland
$359K +$359K +3,428 New
WCM
2130
Whitener Capital Management
North Carolina
$359K +$359K +3,436 New
SEP
2131
Southland Equity Partners
Missouri
$359K +$30.5K +291 +9%
22CM
2132
20/20 Capital Management
California
$358K +$10.8K +103 +3%
APW
2133
Aurora Private Wealth
New Jersey
$358K +$22.2K +212 +7%
WA
2134
Winfield Associates
Ohio
$358K +$358K +3,416 New
ACM
2135
Aljian Capital Management
Nevada
$356K -$5.24K -50 -1%
DLCIG
2136
D.L. Carlson Investment Group
New Hampshire
$356K -$4.19K -40 -1%
HIC
2137
Hartline Investment Corp
Illinois
$356K +$2.62K +25 +0.7%
ECM
2138
Elgethun Capital Management
South Dakota
$354K +$4.18K +40 +1%
AC
2139
Addison Capital
Pennsylvania
$353K -$42.7K -408 -11%
FAG
2140
Financial Advisory Group
Texas
$353K +$54.3K +518 +18%
FDS
2141
First Dallas Securities
Texas
$352K +$5.24K +50 +2%
NRI
2142
NFP Retirement Inc
California
$351K +$26.8K +256 +8%
GA
2143
Gateway Advisory
New Jersey
$351K +$105 +1 +0%
BOS
2144
Bingham Osborn & Scarborough
California
$350K +$2.3K +22 +0.7%
FA
2145
Financial Advisors
Massachusetts
$348K -$3.46K -33 -1%
BWP
2146
BSW Wealth Partners
Colorado
$348K – – –
WAG
2147
Winthrop Advisory Group
Massachusetts
$347K -$66.3K -633 -16%
AF
2148
Aldebaran Financial
$347K +$12K +113 +4%
SNBOSD
2149
Security National Bank of So Dak
Iowa
$347K +$347K +3,308 New
SDH
2150
Sloy Dahl & Holst
Washington
$346K -$192K -1,838 -36%
84 85
86
87 88