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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 %
WS
2551
Wela Strategies
Georgia
$488K +$85K +521 +21%
WA
2552
Wealth Architects
California
$488K +$25.5K +156 +6%
BBWP
2553
Beacon Bridge Wealth Partners
Pennsylvania
$487K -$28.7K -176 -6%
PCM
2554
Princeton Capital Management
New Jersey
$487K -$63.3K -388 -12%
HAS
2555
HBW Advisory Services
California
$486K -$59.8K -366 -11%
WDL
2556
Well Done LLC
Michigan
$486K -$28.6K -175 -6%
CFG
2557
Compton Financial Group
Maryland
$486K
GF
2558
Gries Financial
Ohio
$485K -$90.2K -553 -16%
FA
2559
Fountainhead AM
New Jersey
$484K +$2.28K +14 +0.5%
HWM
2560
HFR Wealth Management
New York
$484K -$24.1K -148 -5%
SIS
2561
Strategic Investment Solutions
Illinois
$483K +$1.14K +7 +0.2%
WFC
2562
Western Financial Corp
California
$483K -$223K -1,368 -32%
RK
2563
Rather & Kittrell
Tennessee
$483K -$45.2K -277 -9%
ONST
2564
Old North State Trust
North Carolina
$480K -$488K -2,988 -50%
OWA
2565
Opal Wealth Advisors
New York
$479K +$134K +822 +39%
SB
2566
Sunflower Bank
Texas
$477K +$23.7K +145 +5%
HFM
2567
Hartford Funds Management
Pennsylvania
$474K +$89.9K +551 +23%
ICP
2568
Interchange Capital Partners
Pennsylvania
$473K +$164K +999 +53%
KW
2569
KWB Wealth
California
$472K +$151K +840 +47%
TC
2570
Trust Company
Kansas
$472K -$163 -1 -0%
YWM
2571
Yoder Wealth Management
California
$472K +$472K +2,890 New
EG
2572
Ellerson Group
Maryland
$471K -$77K -472 -14%
ACM
2573
AUA Capital Management
Pennsylvania
$470K
FFG
2574
Frisch Financial Group
New York
$470K +$90K +551 +24%
MCM
2575
Morton Capital Management
California
$469K +$35.4K +217 +8%