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Chevron

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
Name Holding Trade Value Shares
Change
Shares
Change %
WCWM
2351
Wooster Corthell Wealth Management
Connecticut
$215K -$11.1K -109 -5%
AA
2352
Auxano Advisors
Washington
$215K +$2.74K +27 +1%
SHJ
2353
Sharkey, Howes & Javer
Colorado
$215K +$20.5K +202 +11%
TC
2354
TAP Consulting
Missouri
$214K -$2.64K -26 -1%
VCM
2355
Vigilant Capital Management
Maine
$214K +$15.2K +150 +8%
MYIA
2356
Mount Yale Investment Advisors
Colorado
$214K +$214K +2,108 New
CWM
2357
Circle Wealth Management
New Jersey
$213K
UAML
2358
US Asset Management LLC
Pennsylvania
$213K +$213K +2,100 New
NG
2359
NWK Group
California
$212K -$35.6K -350 -14%
WA
2360
Wambolt & Associates
Colorado
$211K -$11.6K -111 -5%
IP
2361
Isthmus Partners
Wisconsin
$211K
CBOR
2362
Community Bank of Raymore
Missouri
$211K +$17.2K +170 +9%
PHAM
2363
Palisades Hudson Asset Management
Florida
$208K -$7.1K -70 -3%
BA
2364
Ballew Advisors
Mississippi
$208K +$208K +1,926 New
OWA
2365
One Wealth Advisors
California
$208K +$208K +2,055 New
PS
2366
Portfolio Solutions
Michigan
$207K -$10.1K -100 -5%
FWP
2367
Falcon Wealth Planning
California
$207K +$207K +2,042 New
PCM
2368
Pointe Capital Management
Michigan
$206K -$294K -2,890 -59%
SNBOSD
2369
Security National Bank of So Dak
Iowa
$206K -$130K -1,280 -39%
PAI
2370
Pittenger & Anderson Inc
Nebraska
$206K -$73.4K -725 -26%
GCMG
2371
Gyroscope Capital Management Group
Florida
$206K -$20.3K -200 -9%
LCS
2372
Levin Capital Strategies
New York
$206K
TWM
2373
Triton Wealth Management
Arizona
$206K +$206K +1,883 New
FP
2374
Financial Perspectives
Minnesota
$204K
WWM
2375
Windsor Wealth Management
Indiana
$204K -$80.9K -775 -28%