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Chevron

2,884 hedge funds and large institutions have $152B invested in Chevron in 2021 Q4 according to their latest regulatory filings, with 442 funds opening new positions, 1,253 increasing their positions, 919 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,884
Holders Change
+325
Holders Change %
+12.7%
% of All Funds
44.54%
Holding in Top 10
90
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+42.86%
% of All Funds
1.39%
New
442
Increased
1,253
Reduced
919
Closed
81
Calls
$2.79B
Puts
$3.34B
Net Calls
-$550M
Net Calls Change
-$328M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
2276
Cabot Wealth Management
Massachusetts
$419K +$2.94K +25 +0.7%
PIA
2277
Pinion Investment Advisors
Kansas
$418K -$29K -247 -6%
YWP
2278
YorkBridge Wealth Partners
New York
$418K -$7.62K -65 -2%
GDP
2279
Great Diamond Partners
Maine
$418K +$29.3K +250 +8%
DDC
2280
DF Dent & Co
Maryland
$417K +$21.6K +184 +5%
CFP
2281
Curran Financial Partners
South Carolina
$416K +$50.3K +429 +14%
AA
2282
Aire Advisors
California
$416K +$416K +3,544 New
NW
2283
NewEdge Wealth
Pennsylvania
$415K +$40K +341 +11%
RWA
2284
Rainsberger Wealth Advisors
Colorado
$415K +$415K +3,533 New
CCG
2285
Chatham Capital Group
Georgia
$414K -$5.87K -50 -1%
HFP
2286
Holistic Financial Partners
Indiana
$414K
WCF
2287
West Coast Financial
California
$414K +$4.11K +35 +1%
SWM
2288
Sugarloaf Wealth Management
Georgia
$413K -$3.75K -32 -0.9%
FNC
2289
First National Corp
Massachusetts
$413K +$4.69K +40 +1%
AC
2290
Addison Capital
Pennsylvania
$413K +$12.9K +110 +3%
LODC
2291
Lanham O'Dell & Company
West Virginia
$413K +$413K +3,519 New
ECM
2292
Elgethun Capital Management
South Dakota
$412K -$74.6K -627 -15%
TA
2293
Trellis Advisors
Washington
$412K -$23.4K -199 -5%
KWA
2294
KCS Wealth Advisory
California
$412K +$412K +3,513 New
HWA
2295
HHM Wealth Advisors
Tennessee
$411K
FFG
2296
Frisch Financial Group
New York
$408K +$127K +1,106 +45%
SSW
2297
Smith Shellnut Wilson
Mississippi
$406K +$24.6K +210 +6%
CFG
2298
Compton Financial Group
Maryland
$406K +$58.6K +500 +17%
PMAM
2299
Picton Mahoney Asset Management
Ontario, Canada
$406K +$406K +3,470 New
FDS
2300
First Dallas Securities
Texas
$405K -$1.18K -10 -0.3%