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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 %
PWAC
2626
Private Wealth Advisors (California)
California
$429K -$6.69K -41 -2%
PWM
2627
Palumbo Wealth Management
New York
$429K +$3.75K +23 +0.9%
APW
2628
Acima Private Wealth
Virginia
$428K +$14.5K +89 +4%
SCM
2629
Silvant Capital Management
Georgia
$427K
RIA
2630
Richwood Investment Advisors
Ohio
$426K -$19.7K -121 -4%
SMF
2631
Sterling Manor Financial
New York
$426K +$8.16K +50 +2%
ACM
2632
Advance Capital Management
Michigan
$426K -$143K -875 -25%
KIG
2633
Kennedy Investment Group
New Jersey
$425K +$43.6K +267 +11%
MIA
2634
MMBG Investment Advisors
Florida
$424K
ACM
2635
Armbruster Capital Management
New York
$423K
LF
2636
Lee Financial
Texas
$422K +$24.6K +151 +6%
NG
2637
NWK Group
California
$422K
RBFC
2638
Roman Butler Fullerton & Co
Missouri
$421K +$5.92K +35 +1%
WFAG
2639
Worth Financial Advisory Group
North Carolina
$421K -$31.3K -192 -7%
SVCP
2640
Silicon Valley Capital Partners
California
$420K +$98.4K +603 +31%
AFC
2641
AFT Forsyth & Company
Florida
$418K +$24.5K +150 +6%
WA
2642
WESPAC Advisors
California
$417K -$345K -2,113 -45%
SIS
2643
Sound Income Strategies
Florida
$416K -$88.3K -541 -18%
NECFA
2644
New England Capital Financial Advisors
Connecticut
$415K +$326 +2 +0.1%
MCM
2645
McRae Capital Management
New Jersey
$414K +$816 +5 +0.2%
QFA
2646
Quantum Financial Advisors
California
$413K
AGA
2647
Arkos Global Advisors
Texas
$413K -$30.9K -189 -7%
AWMG
2648
Alliance Wealth Management Group
New Jersey
$412K
TCM
2649
Towercrest Capital Management
Pennsylvania
$412K
LJAC
2650
L.J. Altfest & Co
New York
$412K -$104K -637 -20%