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Chevron

3,249 hedge funds and large institutions have $217B invested in Chevron in 2023 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,457 increasing their positions, 1,275 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,249
Holders Change
-20
Holders Change %
-0.61%
% of All Funds
52%
Holding in Top 10
261
Holding in Top 10 Change
-91
Holding in Top 10 Change %
-25.85%
% of All Funds
4.18%
New
187
Increased
1,457
Reduced
1,275
Closed
137
Calls
$3.48B
Puts
$3.28B
Net Calls
+$192M
Net Calls Change
+$673M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
2476
Avant Capital
Louisiana
$553K +$3.92K +24 +0.7%
PWMG
2477
Pinnacle Wealth Management Group
Michigan
$552K +$37.5K +230 +7%
LF
2478
LifeSteps Financial
California
$551K -$36.9K -226 -6%
ADBIC
2479
A.D. Beadell Investment Counsel
Wisconsin
$551K
EWM
2480
Evermay Wealth Management
Virginia
$550K +$48.5K +297 +10%
NFSG
2481
Newbridge Financial Services Group
Florida
$550K +$56K +343 +11%
CIM
2482
Cambria Investment Management
California
$549K -$435K -2,668 -44%
WCM
2483
Wedge Capital Management
North Carolina
$548K -$34.9K -214 -6%
LA
2484
Latitude Advisors
Florida
$546K +$59.1K +362 +12%
OAM
2485
Occidental Asset Management
California
$546K +$50.9K +312 +10%
NRC
2486
New Republic Capital
North Carolina
$545K +$180K +1,105 +49%
RPA
2487
Rock Point Advisors
Vermont
$544K -$45.7K -280 -8%
SOW
2488
State of Wyoming
Wyoming
$543K -$11.4K -70 -2%
MC
2489
Machina Capital
France
$542K +$542K +3,320 New
EFM
2490
E Fund Management
China
$541K -$21.4K -131 -4%
BPFA
2491
Barnes Pettey Financial Advisors
Mississippi
$540K +$7.34K +45 +1%
PWM
2492
Paulson Wealth Management
Illinois
$539K +$18.1K +111 +3%
CIM
2493
Contravisory Investment Management
Massachusetts
$539K -$8K -49 -1%
LODC
2494
Lanham O'Dell & Company
West Virginia
$537K -$60.2K -369 -10%
LT
2495
Legacy Trust
Michigan
$536K +$285K +1,746 +113%
WI
2496
WrapManager Inc
California
$536K -$3.75K -23 -0.7%
ZF
2497
Zhang Financial
Michigan
$535K -$35.1K -215 -6%
AC
2498
Addison Capital
Pennsylvania
$535K +$2.61K +16 +0.5%
PIP
2499
Peachtree Investment Partners
Florida
$534K -$8.65K -53 -2%
FSWA
2500
Financial Synergies Wealth Advisors
Texas
$534K +$80K +490 +18%