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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 %
SA
2651
SRH Advisors
Kansas
$412K
WOSD
2652
WFA of San Diego
California
$412K +$14.4K +88 +4%
GWP
2653
Gateway Wealth Partners
Wisconsin
$412K -$46.3K -284 -10%
MCA
2654
MSH Capital Advisors
Arizona
$411K +$13.9K +85 +3%
TIAM2
2655
Tru Independence Asset Management 2
Oregon
$410K +$410K +2,515 New
PIA
2656
Pinion Investment Advisors
Kansas
$410K -$50.3K -308 -11%
MRWM
2657
ML&R Wealth Management
Texas
$410K +$94.5K +579 +30%
JF
2658
JSF Financial
California
$410K -$2.12K -13 -0.5%
TFF
2659
The Family Firm
Maryland
$408K +$5.55K +34 +1%
BF
2660
Brogan Financial
Tennessee
$408K -$19.1K -117 -4%
DMC
2661
Drexel Morgan & Co
Pennsylvania
$408K
AWM
2662
AAF Wealth Management
Massachusetts
$407K +$52.2K +320 +15%
RP
2663
Riverwater Partners
Wisconsin
$405K -$13.2K -81 -3%
WIM
2664
Westside Investment Management
California
$403K
NPPM
2665
North Point Portfolio Managers
Ohio
$403K
LSC
2666
Lesa Sroufe & Co
Washington
$402K
IDBONY
2667
Israel Discount Bank of New York
New York
$402K -$36.2K -222 -8%
IWP
2668
Innova Wealth Partners
Pennsylvania
$401K +$16.3K +100 +4%
ABLA
2669
Alan B. Lancz & Associates
Ohio
$399K
B
2670
Bensler
Washington
$397K +$34.7K +213 +10%
WIC
2671
Wilkins Investment Counsel
Massachusetts
$397K -$8.15K -50 -2%
SIC
2672
SFE Investment Counsel
California
$396K -$8.8K -55 -2%
HWM
2673
Horizon Wealth Management
Illinois
$395K +$141K +864 +55%
SAMT
2674
Select Asset Management & Trust
Pennsylvania
$395K
OCM
2675
Objective Capital Management
Ohio
$395K -$16.2K -99 -4%