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Chevron

2,362 hedge funds and large institutions have $109B invested in Chevron in 2020 Q2 according to their latest regulatory filings, with 195 funds opening new positions, 940 increasing their positions, 1,044 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,362
Holders Change
+51
Holders Change %
+2.21%
% of All Funds
48.55%
Holding in Top 10
61
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.91%
% of All Funds
1.25%
New
195
Increased
940
Reduced
1,044
Closed
125
Calls
$1.67B
Puts
$1.42B
Net Calls
+$250M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
FC
2201
Ferris Capital
Massachusetts
$205K +$205K +2,301 New
GCA
2202
Gradient Capital Advisors
California
$204K +$204K +2,283 New
PAIM
2203
Punch & Associates Investment Management
Minnesota
$204K +$204K +2,284 New
WG
2204
Watchman Group
Texas
$204K +$204K +2,290 New
5L
2205
55I LLC
Massachusetts
$203K +$203K +2,275 New
OFS
2206
OneAscent Financial Services
Alabama
$202K +$202K +2,269 New
BWM
2207
Baystate Wealth Management
Massachusetts
$201K -$2.14K -24 -1%
LSC
2208
Lesa Sroufe & Co
Washington
$201K +$201K +2,255 New
WTFG
2209
Wells Trecaso Financial Group
Ohio
$196K +$196K +2,197 New
LB
2210
Legacy Bridge
Iowa
$195K -$19.1K -214 -9%
SL
2211
Savior LLC
Massachusetts
$194K +$1.97K +22 +1%
AWA
2212
Arkadios Wealth Advisors
Georgia
$194K +$17.1K +194 +10%
NG
2213
NWK Group
California
$193K +$7.22K +81 +4%
TFGT
2214
TS Financial Group (TSFG)
Illinois
$191K +$17.8K +200 +10%
MA
2215
MCF Advisors
Kentucky
$190K -$86.3K -966 -31%
RIM
2216
Rockbridge Investment Management
New York
$190K +$190K +2,131 New
APWM
2217
Atlas Private Wealth Management
New York
$189K
BAM
2218
Bellevue Asset Management
Washington
$188K -$2.76K -31 -1%
BWP
2219
Baldwin Wealth Partners
Massachusetts
$187K -$458K -5,133 -71%
PFO
2220
Pathstone Family Office
New Jersey
$187K -$95.9K -1,077 -34%
SIS
2221
Sound Income Strategies
Florida
$187K +$9.12K +102 +5%
CMBA
2222
C.M. Bidwell & Associates
Hawaii
$186K +$186K +2,089 New
LC
2223
Lindbrook Capital
California
$181K -$38.2K -428 -17%
FP
2224
Financial Perspectives
Minnesota
$179K
PFGIA
2225
Patriot Financial Group Insurance Agency
Massachusetts
$172K -$20.1K -225 -10%