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Chevron
CVX

Overview Fund Activity

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

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$566M
2
Norges Bank
Norges Bank
Norway
+$491M
3
Two Sigma Investments
Two Sigma Investments
New York
+$228M
4
Renaissance Technologies
Renaissance Technologies
New York
+$195M
5
Invesco
Invesco
Georgia
+$189M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$43.3B
2
Capital International Investors
Capital International Investors
California
-$1.12B
3
BlackRock
BlackRock
New York
-$779M
4
Capital World Investors
Capital World Investors
California
-$352M
5
APG Asset Management
APG Asset Management
Netherlands
-$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
2226
Accel Wealth Management
Iowa
$282K +$2.43K +24 +0.9%
HWM
2227
HFR Wealth Management
New York
$280K -$5.03M -49,622 -95%
LSC
2228
Lesa Sroufe & Co
Washington
$279K – – –
GC
2229
Gibson Capital
Pennsylvania
$279K +$27.1K +270 +11%
SWG
2230
Summit Wealth Group
Vermont
$279K +$279K +2,752 New
TAM
2231
Trillium Asset Management
Massachusetts
$277K +$6.1K +60 +2%
KP
2232
Keel Point
Alabama
$277K +$10.9K +107 +4%
BCM
2233
Breiter Capital Management
Florida
$275K -$104K -1,029 -27%
JEST
2234
JTC Employer Solutions Trustee
Jersey
$275K – – –
GF
2235
Gries Financial
Ohio
$274K -$131K -1,286 -32%
LF
2236
LifeSteps Financial
California
$274K – – –
PFA
2237
Pettinga Financial Advisors
Indiana
$274K +$15.2K +150 +6%
SWP
2238
Strategic Wealth Partners
Ohio
$274K +$274K +2,706 New
BEC
2239
Blue Edge Capital
Virginia
$274K – – –
BP
2240
Broadleaf Partners
Ohio
$273K – – –
FI
2241
Financial Insights
Washington
$273K +$20.3K +200 +8%
CWA
2242
Clarus Wealth Advisors
Arizona
$273K +$273K +2,577 New
CAM
2243
Cozad Asset Management
Illinois
$272K -$9.12K -90 -3%
ACM
2244
Ashford Capital Management
Delaware
$271K – – –
PGA
2245
Portland Global Advisors
Maine
$270K – – –
CWM
2246
Centric Wealth Management
Illinois
$270K – – –
KM
2247
Kalos Management
Georgia
$270K +$270K +2,440 New
HI
2248
HBK Investments
Texas
$269K +$269K +2,649 New
GEA
2249
Glen Eagle Advisors
New Jersey
$269K – – –
MC
2250
Machina Capital
France
$268K +$268K +2,638 New
88 89
90
91 92