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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 %
AA
2501
Axiom Advisory
California
$534K +$4.93K +29 +0.9%
SSG
2502
Summit Securities Group
New York
$533K -$13.2M -80,931 -96%
CIP
2503
Capital Insight Partners
Arizona
$533K +$51.6K +316 +11%
CCG
2504
Coastwise Capital Group
California
$532K +$74.2K +455 +16%
KBG
2505
Kahn Brothers Group
New York
$530K
AWM
2506
Ameliora Wealth Management
Switzerland
$529K +$43.7K +268 +9%
MWM
2507
MinichMacGregor Wealth Management
New York
$526K -$7.67K -47 -1%
LAM
2508
Lingohr Asset Management
Germany
$525K +$117K +720 +29%
WMG
2509
WESCAP Management Group
California
$523K -$5.06K -31 -1%
PWM
2510
Purus Wealth Management
California
$522K +$4.41K +27 +0.9%
BFG
2511
Berger Financial Group
Minnesota
$522K +$30.8K +189 +6%
MAC
2512
Mason & Associates (California)
California
$521K +$1.31K +8 +0.3%
SIMM
2513
Stillwater Investment Management (Minnesota)
Minnesota
$520K +$4.9K +30 +0.9%
JEST
2514
JTC Employer Solutions Trustee
Jersey
$520K
AWM
2515
Accel Wealth Management
Iowa
$520K +$12.9K +79 +3%
RWP
2516
Revolve Wealth Partners
New Jersey
$519K -$13.2K -81 -2%
KCM
2517
KRS Capital Management
Michigan
$519K +$212K +1,300 +69%
DWP
2518
Destiny Wealth Partners
Florida
$517K +$117K +718 +29%
VW
2519
Vance Wealth
California
$516K +$91K +558 +21%
VNA
2520
Valley National Advisers
Pennsylvania
$516K -$11.7K -68 -2%
SSW
2521
Smith Shellnut Wilson
Mississippi
$513K
TRIA
2522
Trail Ridge Investment Advisors
Colorado
$512K
CFD
2523
Creative Financial Designs
Indiana
$511K -$177K -1,085 -26%
PCMC
2524
Private Capital Management (Colorado)
Colorado
$509K +$68.8K +422 +16%
SWM
2525
Sugarloaf Wealth Management
Georgia
$508K -$51.2K -314 -9%