CVX icon

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 %
OAM
2526
Occidental Asset Management
California
$509K -$17.3K -110 -3%
SOW
2527
State of Wyoming
Wyoming
$508K -$16.1K -102 -3%
PWM
2528
Purus Wealth Management
California
$508K +$4.25K +27 +0.8%
LAM
2529
Lingohr Asset Management
Germany
$507K
LODC
2530
Lanham O'Dell & Company
West Virginia
$507K -$11K -70 -2%
MA
2531
MJP Associates
Connecticut
$506K -$50.2K -319 -9%
CWA
2532
CM Wealth Advisors
Ohio
$505K -$1.25M -7,866 -71%
CWM
2533
Campbell Wealth Management
Virginia
$505K +$58.1K +369 +13%
BFG
2534
Berger Financial Group
Minnesota
$504K +$787 +5 +0.2%
HS
2535
Horan Securities
United States
$503K +$272K +1,727 +117%
FRM
2536
Fox Run Management
Connecticut
$502K +$502K +3,193 New
Members Trust
2537
Members Trust
Florida
$502K +$502K +3,193 New
TF
2538
Trek Financial
Arizona
$502K -$56.3K -358 -10%
JEST
2539
JTC Employer Solutions Trustee
Jersey
$501K
AA
2540
Axiom Advisory
California
$499K +$4.88K +31 +1%
FVWA
2541
Foster Victor Wealth Advisors
South Carolina
$498K +$90K +576 +22%
MWM
2542
MinichMacGregor Wealth Management
New York
$496K -$10.7K -68 -2%
RFN
2543
Redwood Financial Network
Ohio
$496K +$6.45K +41 +1%
LF
2544
LifeSteps Financial
California
$494K -$37.4K -238 -7%
TRIA
2545
Trail Ridge Investment Advisors
Colorado
$494K
HFM
2546
Hartford Funds Management
Pennsylvania
$494K +$37.3K +237 +8%
SSW
2547
Smith Shellnut Wilson
Mississippi
$492K -$3.46K -22 -0.7%
SWM
2548
Sugarloaf Wealth Management
Georgia
$491K +$629 +4 +0.1%
MSA
2549
Marino Stram & Associates
Massachusetts
$488K +$2.2K +14 +0.5%
CIS
2550
Continental Investors Services
Washington
$487K +$245K +1,528 +101%