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Chevron

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
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
2201
Palumbo Wealth Management
New York
$314K +$314K +3,000 New
SIMM
2202
Stillwater Investment Management (Minnesota)
Minnesota
$312K +$3.77K +36 +1%
AIP
2203
Almanack Investment Partners
Pennsylvania
$311K -$118K -1,123 -27%
HWA
2204
Heartwood Wealth Advisors
Virginia
$311K +$311K +2,968 New
MGIA
2205
Matthew Goff Investment Advisor
Texas
$310K
SFP
2206
Sandbox Financial Partners
Maryland
$310K +$3.46K +33 +1%
AGA
2207
Arkos Global Advisors
Texas
$310K +$310K +2,963 New
SF
2208
Summit Financial
New Jersey
$310K +$310K +2,957 New
HFS
2209
Howard Financial Services
Texas
$309K +$1.15K +11 +0.4%
GDP
2210
Great Diamond Partners
Maine
$307K -$68K -650 -18%
NIA
2211
Northstar Investment Advisors
Colorado
$307K
CFA
2212
Capstone Financial Advisors
Illinois
$307K +$307K +2,927 New
LA
2213
Latitude Advisors
Florida
$306K +$22.1K +211 +8%
PMG
2214
Private Management Group
California
$305K -$523 -5 -0.2%
WA
2215
Wealth Architects
California
$305K +$98.6K +943 +48%
AP
2216
Adero Partners
California
$304K +$11.3K +108 +4%
TLCM
2217
Twin Lakes Capital Management
California
$304K +$14.9K +142 +5%
GKWIM
2218
Gerber Kawasaki Wealth & Investment Management
California
$303K +$89.4K +856 +42%
LPIC
2219
LeJeune Puetz Investment Counsel
Michigan
$301K -$15.7K -150 -5%
BCP
2220
Berkeley Capital Partners
Georgia
$300K +$3.14K +30 +1%
SFG
2221
Sather Financial Group
Texas
$299K
PCMC
2222
Paragon Capital Management (Colorado)
Colorado
$299K +$27.4K +262 +10%
TWM
2223
Tradition Wealth Management
Minnesota
$299K +$33.9K +324 +13%
BWM
2224
Baystate Wealth Management
Massachusetts
$298K +$45.8K +438 +18%
AC
2225
Apella Capital
Connecticut
$297K +$6.6K +63 +2%