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Chevron

2,560 hedge funds and large institutions have $135B invested in Chevron in 2021 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 1,214 increasing their positions, 878 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,560
Holders Change
+90
Holders Change %
+3.64%
% of All Funds
45.08%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.22%
New
226
Increased
1,214
Reduced
878
Closed
109
Calls
$2.27B
Puts
$1.94B
Net Calls
+$324M
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Shares
Change %
AIFAIM
2276
American Institute for Advanced Investment Management
Arizona
$253K
BWM
2277
Baystate Wealth Management
Massachusetts
$253K +$50.5K +481 +25%
CCA
2278
Cadent Capital Advisors
Oklahoma
$252K +$2.41K +23 +1%
SFG
2279
Sunburst Financial Group
Alabama
$250K -$2.62K -25 -1%
VBFG
2280
Vishria Bird Financial Group
Tennessee
$248K +$248K +2,364 New
PFA
2281
Pure Financial Advisors
California
$248K +$248K +2,369 New
LWP
2282
Lumature Wealth Partners
Georgia
$246K -$116K -1,106 -32%
NCM
2283
Noesis Capital Mangement
Florida
$245K +$245K +2,334 New
WFC
2284
Western Financial Corp
California
$244K +$244K +2,324 New
AC
2285
Applied Capital
Arkansas
$242K +$242K +2,308 New
GC
2286
Gruss & Co
Florida
$241K -$314K -3,000 -57%
BWM
2287
BigSur Wealth Management
Florida
$241K +$241K +2,300 New
FPWM
2288
FSB Premier Wealth Management
Iowa
$241K +$241K +2,308 New
BC
2289
Brio Consultants
California
$239K +$239K +2,279 New
EA
2290
Ellsworth Advisors
Ohio
$239K +$239K +2,281 New
BOM
2291
Bank of Marin
California
$239K +$239K +2,283 New
OIM
2292
Oder Investment Management
California
$238K -$37.9K -361 -14%
ONST
2293
Old North State Trust
North Carolina
$238K +$17.7K +169 +8%
FCFC
2294
First Citizens Financial Corp
Iowa
$237K -$24.5K -234 -9%
LAS
2295
Lloyd Advisory Services
Georgia
$237K -$11.5K -110 -5%
PFA
2296
Pathway Financial Advisors
Vermont
$237K -$9.86K -95 -4%
MFW
2297
Meristem Family Wealth
Minnesota
$236K -$22.2K -212 -9%
SFP
2298
Sterling Financial Planning
New Jersey
$236K +$7.85K +75 +3%
GCA
2299
Gradient Capital Advisors
California
$236K +$236K +2,251 New
CWA
2300
Capital Wealth Alliance
Arizona
$236K +$236K +2,254 New