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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 %
FFA
2451
Freedman Financial Associates
Massachusetts
$95K
MSFP
2452
Mark Sheptoff Financial Planning
Connecticut
$94K +$31.3K +300 +50%
LD
2453
Lipe & Dalton
New York
$93K
HWM
2454
HighMark Wealth Management
Minnesota
$91K
TFIPS
2455
Towarzystwo Funduszy Inwestycyjnych PZU SA
$83.4K
PP
2456
PrairieView Partners
Minnesota
$83K
FPFS
2457
First Personal Financial Services
North Carolina
$81K -$5.42K -52 -6%
MWA
2458
Moser Wealth Advisors
Washington
$81K
PWM
2459
Prentice Wealth Management
New York
$78K +$78K +742 New
LWA
2460
Lowe Wealth Advisors
Maryland
$77K
JWBC
2461
John W. Brooker & Co
California
$76K -$12.5K -119 -14%
IRAG
2462
Investment Research & Advisory Group
Georgia
$74K
BHWM
2463
Bay Harbor Wealth Management
Maryland
$73K -$71.1K -679 -49%
MWM
2464
Mascoma Wealth Management
New Hampshire
$72K +$72K +684 New
KC
2465
Kepos Capital
New York
$69K
Skandinaviska Enskilda Banken (SEB)
2466
Skandinaviska Enskilda Banken (SEB)
Sweden
$68K
MIM
2467
Macroview Investment Management
Maryland
$68K
APWM
2468
Atlas Private Wealth Management
New York
$67K -$948 -9 -1%
HC
2469
Hoese & Co
Minnesota
$66K +$66K +634 New
LWA
2470
Lenox Wealth Advisors
New York
$65K +$6.88K +66 +12%
Nisa Investment Advisors
2471
Nisa Investment Advisors
Missouri
$64.9K +$1.25K +11,916 +2%
HFS
2472
HBC Financial Services
Washington
$63.4K
MLFP
2473
MPS Loria Financial Planners
Illinois
$61K
PCH
2474
PGIM Custom Harvest
New Jersey
$59K
TFA
2475
Toth Financial Advisory
Virginia
$58K -$20.9K -200 -26%