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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 %
CWM
2576
Cabot Wealth Management
Massachusetts
$467K -$4.88K -31 -1%
HWM
2577
HFR Wealth Management
New York
$467K
PO
2578
Private Ocean
California
$467K +$23.6K +150 +5%
WCM
2579
Wedge Capital Management
North Carolina
$465K -$64K -407 -12%
PWM
2580
Palumbo Wealth Management
New York
$464K +$50.5K +321 +12%
ONST
2581
Old North State Trust
North Carolina
$463K
TA
2582
TFB Advisors
Kansas
$463K +$256K +1,625 +124%
TCWM
2583
Total Clarity Wealth Management
Illinois
$462K -$10.5K -67 -2%
FA
2584
Fountainhead AM
New Jersey
$461K -$6.29K -40 -1%
EFM
2585
E Fund Management
China
$458K -$63.4K -403 -12%
PSFG
2586
Prairie Sky Financial Group
Illinois
$458K +$458K +2,910 New
EG
2587
Ellerson Group
Maryland
$454K
FC
2588
Fusion Capital
South Carolina
$453K +$37.1K +236 +9%
PWA
2589
Physician Wealth Advisors
Utah
$452K -$1.57K -10 -0.3%
AWAU
2590
Alliance Wealth Advisors (Utah)
Utah
$451K +$8.97K +57 +2%
BMD
2591
Better Money Decisions
New Mexico
$451K
AC
2592
Avant Capital
Louisiana
$450K -$83.6K -531 -16%
KIG
2593
Kennedy Investment Group
New Jersey
$446K +$36K +229 +9%
SWA
2594
Sax Wealth Advisors
New Jersey
$445K
ESCM
2595
Echo Street Capital Management
New York
$444K +$206K +1,311 +87%
BBWP
2596
Beacon Bridge Wealth Partners
Pennsylvania
$444K -$25.3K -161 -5%
PS
2597
Planned Solutions
California
$444K +$315 +2 +0.1%
ACM
2598
AUA Capital Management
Pennsylvania
$443K -$10.5K -67 -2%
FI
2599
Financial Insights
Washington
$443K +$5.82K +37 +1%
SVCP
2600
Silicon Valley Capital Partners
California
$441K +$36.4K +231 +9%