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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 %
BMD
2576
Better Money Decisions
New Mexico
$468K -$1.14K -7 -0.2%
PP
2577
Pacifica Partners
Canada
$467K -$501 -3 -0.1%
SIM
2578
SSI Investment Management
California
$465K -$120K -738 -21%
TI
2579
Truepoint Inc
Ohio
$464K +$163K +1,001 +54%
LFGO
2580
Legacy Financial Group (Oklahoma)
Oklahoma
$463K -$13.9K -85 -3%
CWM
2581
Campbell Wealth Management
Virginia
$463K -$1.47K -9 -0.3%
THWM
2582
Taylor Hoffman Wealth Management
Virginia
$463K +$75.4K +462 +19%
XS
2583
XR Securities
Illinois
$463K +$52.9K +324 +13%
SWA
2584
Sax Wealth Advisors
New Jersey
$462K
LPIC
2585
LeJeune Puetz Investment Counsel
Michigan
$461K +$7.83K +48 +2%
T
2586
TNF
Montana
$461K +$169 +1 +0%
LAS
2587
LWM Advisory Services
Florida
$460K +$10.5K +64 +2%
PS
2588
Planned Solutions
California
$460K +$163 +1 +0%
PO
2589
Private Ocean
California
$460K +$7.99K +49 +2%
AWAU
2590
Alliance Wealth Advisors (Utah)
Utah
$459K +$1.47K +9 +0.3%
C
2591
Covestor
United Kingdom
$458K +$36.5K +224 +9%
FA
2592
Financial Advisors
Massachusetts
$455K
GC
2593
Gibson Capital
Pennsylvania
$454K
FI
2594
Financial Insights
Washington
$453K
RCM
2595
Requisite Capital Management
Texas
$453K -$188K -1,150 -29%
ML
2596
McAdam LLC
Pennsylvania
$453K +$453K +2,775 New
AM
2597
Atwater Malick
Pennsylvania
$450K -$46.7K -286 -9%
CM
2598
Columbus Macro
Pennsylvania
$445K +$21.7K +130 +5%
BWM
2599
Baystate Wealth Management
Massachusetts
$445K +$29.4K +180 +7%
SFS
2600
Summit Financial Strategies
Ohio
$444K +$1.63K +10 +0.4%