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Chevron
CVX

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$568M
2
BlackRock
BlackRock
New York
+$455M
3
State Street
State Street
Massachusetts
+$193M
4
Morgan Stanley
Morgan Stanley
New York
+$159M
5
Capital World Investors
Capital World Investors
California
+$153M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$551M
2
Ameriprise
Ameriprise
Minnesota
-$451M
3
Bank of America
Bank of America
North Carolina
-$372M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$360M
5
Franklin Resources
Franklin Resources
California
-$339M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
2301
Bridgewater Advisors
New York
$251K +$52.5K +502 +26%
TFGT
2302
TS Financial Group (TSFG)
Illinois
$250K +$43.8K +419 +21%
NW
2303
NewEdge Wealth
Pennsylvania
$249K -$28.8K -275 -10%
OIM
2304
Oder Investment Management
California
$246K +$9.2K +88 +4%
UFA
2305
US Financial Advisors
Massachusetts
$245K -$168K -1,607 -41%
WFC
2306
Western Financial Corp
California
$244K +$941 +9 +0.4%
BOM
2307
Bank of Marin
California
$244K +$5.02K +48 +2%
FFG
2308
Frisch Financial Group
New York
$243K -$224K -2,142 -48%
SFG
2309
Sunburst Financial Group
Alabama
$243K -$6.59K -63 -3%
GC
2310
Gruss & Co
Florida
$241K – – –
WPW
2311
Warther Private Wealth
Ohio
$241K +$241K +2,265 New
PI
2312
PGGM Investments
Netherlands
$241K +$241K +2,301 New
VCM
2313
Vivaldi Capital Management
Illinois
$239K -$10.2K -100 -4%
ONST
2314
Old North State Trust
North Carolina
$238K – – –
1W
2315
1776 Wealth
Georgia
$237K +$5.55K +53 +2%
TCWA
2316
Ten Capital Wealth Advisors
Washington
$236K – – –
GCMG
2317
Gyroscope Capital Management Group
Florida
$234K +$31.5K +300 +16%
CCM
2318
Check Capital Management
California
$233K -$45K -430 -16%
BIA
2319
Barry Investment Advisors
Massachusetts
$233K +$1.47K +14 +0.6%
MPM
2320
Meritage Portfolio Management
Kansas
$233K +$6.5K +62 +3%
WCWM
2321
Wooster Corthell Wealth Management
Connecticut
$233K +$11.4K +109 +5%
WBG
2322
Wharton Business Group
Pennsylvania
$232K – – –
IWA
2323
IVC Wealth Advisors
Pennsylvania
$232K +$5.55K +53 +2%
AIP
2324
ARS Investment Partners
New York
$231K – – –
NCM
2325
Noesis Capital Mangement
Florida
$231K +$1.08K +11 +0.5%
91 92
93
94 95