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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 %
FW
2601
FirstPurpose Wealth
Utah
$443K -$41.1K -252 -8%
DWM
2602
Denver Wealth Management
Colorado
$442K +$18.8K +115 +4%
WAS
2603
Winch Advisory Services
Wisconsin
$442K +$13.9K +85 +3%
AWM
2604
Avitas Wealth Management
California
$442K +$442K +2,706 New
SC
2605
Schubert & Co
Texas
$441K -$102K -627 -19%
FVWA
2606
Foster Victor Wealth Advisors
South Carolina
$441K +$244K +1,441 +123%
BCM
2607
Basso Capital Management
Connecticut
$441K
BEC
2608
Blue Edge Capital
Virginia
$441K
AC
2609
ASB Consultores
Florida
$440K -$36.1K -221 -8%
RCWM
2610
Royal Capital Wealth Management
Indiana
$440K +$37.4K +229 +9%
PGAM
2611
Princeton Global Asset Management
New Jersey
$440K +$312K +1,913 +244%
GA
2612
Greenspring Advisors
Maryland
$439K -$365K -2,235 -45%
PWSG
2613
Pacific Wealth Strategies Group
California
$439K +$439K +2,690 New
GFL
2614
Granite FO LLC
New Hampshire
$438K +$438K +2,600 New
MCC
2615
Malaga Cove Capital
California
$437K +$110K +677 +34%
WCF
2616
West Coast Financial
California
$437K -$22.8K -140 -5%
WC
2617
Waterloo Capital
Texas
$436K +$436K +2,674 New
SCA
2618
Stillwater Capital Advisors
Pennsylvania
$435K
HFP
2619
Holistic Financial Partners
Indiana
$435K +$42.3K +259 +11%
TFCP
2620
Twin Focus Capital Partners
Massachusetts
$434K -$19.4K -119 -4%
CCP
2621
Carmel Capital Partners
California
$434K +$9.3K +57 +2%
MFG
2622
Midwest Financial Group
Kansas
$434K +$434K +2,657 New
HFS
2623
Howard Financial Services
Texas
$432K +$15.7K +96 +4%
FC
2624
Fusion Capital
South Carolina
$431K -$99.4K -609 -19%
TP
2625
Tranquility Partners
Tennessee
$431K +$47.8K +293 +12%