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Chevron

3,260 hedge funds and large institutions have $205B invested in Chevron in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 1,477 increasing their positions, 1,261 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,260
Holders Change
+11
Holders Change %
+0.34%
% of All Funds
51.41%
Holding in Top 10
196
Holding in Top 10 Change
-65
Holding in Top 10 Change %
-24.9%
% of All Funds
3.09%
New
162
Increased
1,477
Reduced
1,261
Closed
120
Calls
$3.66B
Puts
$3.2B
Net Calls
+$458M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
2476
Riversedge Advisors
Delaware
$554K +$4.72K +30 +0.9%
QPW
2477
Quantum Private Wealth
Florida
$554K +$242K +1,538 +78%
CCG
2478
Coastwise Capital Group
California
$553K +$39.5K +251 +8%
HP
2479
Hyperion Partners
Pennsylvania
$552K +$787 +5 +0.1%
SCM
2480
Stevens Capital Management
Pennsylvania
$549K +$549K +3,487 New
KA
2481
Klingman & Associates
New York
$548K +$3.46K +22 +0.6%
RK
2482
Rather & Kittrell
Tennessee
$548K +$82.5K +524 +18%
ODFS
2483
O'Donnell Financial Services
California
$546K -$12.3K -78 -2%
RWS
2484
Resolute Wealth Strategies
Mississippi
$546K -$20K -127 -4%
PWP
2485
Pursue Wealth Partners
California
$544K -$79.3K -504 -13%
RW
2486
RVW Wealth
California
$544K -$8.97K -57 -2%
GAA
2487
Global Assets Advisory
Florida
$543K +$157 +1 +0%
CMS
2488
Capital Market Strategies
Florida
$543K +$543K +3,453 New
RWP
2489
Revolve Wealth Partners
New Jersey
$540K +$39.5K +251 +8%
D
2490
Diversified
Delaware
$539K -$11.3K -72 -2%
SAMT
2491
Select Asset Management & Trust
Pennsylvania
$538K +$157K +1,000 +41%
EWM
2492
Elmwood Wealth Management
California
$536K +$157 +1 +0%
CCM
2493
Carlson Capital Management
Minnesota
$533K -$39.5K -251 -7%
AGA
2494
Accuvest Global Advisors
Utah
$533K -$17.5K -111 -3%
ADBIC
2495
A.D. Beadell Investment Counsel
Wisconsin
$532K
AWS
2496
AJ Wealth Strategies
New York
$531K +$43.1K +274 +9%
PRC
2497
Pearl River Capital
Michigan
$531K -$279K -1,773 -34%
LA
2498
LexAurum Advisors
Kansas
$531K -$19.8K -126 -4%
HIC
2499
Hartline Investment Corp
Illinois
$529K -$42.5K -270 -7%
SRC
2500
Sage Rhino Capital
California
$529K -$7.87K -50 -1%