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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 %
RFN
2526
Redwood Financial Network
Ohio
$507K +$2.77K +17 +0.5%
AWS
2527
AJ Wealth Strategies
New York
$506K +$1.96K +12 +0.4%
OWA
2528
One Wealth Advisors
California
$506K +$54.5K +334 +12%
DI
2529
Disciplined Investments
Oklahoma
$504K +$6.53K +40 +1%
MSA
2530
Marino Stram & Associates
Massachusetts
$504K +$31.2K +191 +7%
RW
2531
Rede Wealth
Virginia
$504K
XC
2532
XY Capital
Hong Kong
$503K +$503K +3,085 New
AT
2533
American Trust
Kentucky
$503K +$21.4K +131 +4%
TIM
2534
Total Investment Management
Arizona
$500K +$1.31K +8 +0.3%
B
2535
BetterWealth
California
$499K -$6.53K -40 -1%
VCP
2536
Vista Capital Partners
Oregon
$498K +$46.7K +286 +10%
CWM
2537
Chemistry Wealth Management
New York
$496K +$3.1K +19 +0.6%
GPI
2538
General Partner Inc
Pennsylvania
$496K +$13.1K +79 +3%
KWMG
2539
King Wealth Management Group
Florida
$496K +$30.5K +187 +7%
FDS
2540
First Dallas Securities
Texas
$494K +$8.32K +51 +2%
JCM
2541
Jag Capital Management
Missouri
$494K
TFGT
2542
TS Financial Group (TSFG)
Illinois
$493K +$816 +5 +0.2%
PWA
2543
Physician Wealth Advisors
Utah
$493K +$341 +2 +0.1%
TCWM
2544
Total Clarity Wealth Management
Illinois
$490K -$83K -509 -15%
WAG
2545
Windsor Advisory Group
Ohio
$490K -$52.9K -324 -10%
ACM
2546
Aljian Capital Management
Nevada
$489K
SC
2547
Shay Capital
New York
$489K +$489K +3,000 New
SFI
2548
SPC Financial Inc
Maryland
$489K -$1.4M -8,553 -74%
CWM
2549
Cabot Wealth Management
Massachusetts
$489K +$5.06K +31 +1%
ACM
2550
Ashford Capital Management
Delaware
$489K +$53.2K +326 +12%