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Chevron

2,383 hedge funds and large institutions have $150B invested in Chevron in 2019 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 1,042 increasing their positions, 983 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,383
Holders Change
-7
Holders Change %
-0.29%
% of All Funds
52.34%
Holding in Top 10
129
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-21.82%
% of All Funds
2.83%
New
85
Increased
1,042
Reduced
983
Closed
75
Calls
$1.95B
Puts
$1.55B
Net Calls
+$402M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Shares
Change %
HIIFS
2276
Harel Insurance Investments & Financial Services
Israel
$170K -$174K -1,468 -51%
PWMG
2277
Prestige Wealth Management Group
New Jersey
$165K +$5.56K +47 +3%
LGWM
2278
Litman Gregory Wealth Management
California
$164K -$23K -194 -12%
SIA
2279
SeaBridge Investment Advisors
New Jersey
$161K
TFO
2280
Tarbox Family Office
California
$160K -$2.02K -17 -1%
HGWM
2281
Harvest Group Wealth Management
Massachusetts
$158K +$473 +4 +0.3%
C
2282
Cerebellum
California
$155K +$31.1K +263 +25%
LWM
2283
Lenox Wealth Management
Ohio
$153K +$10.6K +90 +7%
PFO
2284
Pathstone Family Office
New Jersey
$152K -$398K -3,350 -72%
CA
2285
Centerpoint Advisors
Massachusetts
$152K
LF
2286
Lee Financial
Texas
$149K -$36.5K -308 -20%
LWS
2287
Lucia Wealth Services
California
$148K -$33.8K -285 -19%
SMG
2288
Spectrum Management Group
Indiana
$148K
IFA
2289
Interactive Financial Advisors
Illinois
$147K
SIAS
2290
Shine Investment Advisory Services
Colorado
$146K +$40.3K +340 +38%
BWA
2291
Burt Wealth Advisors
Maryland
$145K -$14.4K -121 -9%
RAM
2292
Riggs Asset Management
Pennsylvania
$142K -$47.3K -400 -25%
HR
2293
Howe & Rusling
New York
$141K -$17.2K -145 -11%
LWA
2294
Lowe Wealth Advisors
Maryland
$138K
GT
2295
Glenmede Trust
Pennsylvania
$138K -$7.15K -60,309 -5%
PWP
2296
Personal Wealth Partners
Minnesota
$135K +$6.04K +51 +5%
CIM
2297
Contravisory Investment Management
Massachusetts
$130K
SFM
2298
Systematic Financial Management
New Jersey
$129K -$6.05M -51,014 -98%
TCM
2299
TD Capital Management
Tennessee
$122K
LFG
2300
LifePlan Financial Group
Ohio
$122K