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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 %
IWA
2651
IVC Wealth Advisors
Pennsylvania
$403K +$71.8K +456 +22%
CIP
2652
Capital Insight Partners
Arizona
$403K -$111K -705 -22%
CCP
2653
Carmel Capital Partners
California
$403K -$15.7K -100 -4%
MIA
2654
MMBG Investment Advisors
Florida
$403K
LAS
2655
LWM Advisory Services
Florida
$402K -$37.6K -240 -9%
NECFA
2656
New England Capital Financial Advisors
Connecticut
$401K +$472 +3 +0.1%
AWMG
2657
Alliance Wealth Management Group
New Jersey
$401K +$3.62K +23 +0.9%
DWP
2658
Destiny Wealth Partners
Florida
$400K -$103K -648 -20%
GWP
2659
Gateway Wealth Partners
Wisconsin
$400K +$2.99K +19 +0.8%
QFA
2660
Quantum Financial Advisors
California
$398K
ACM
2661
Advance Capital Management
Michigan
$398K -$13.2K -84 -3%
EWM
2662
Elevatus Welath Management
New York
$397K +$397K +2,521 New
TFF
2663
The Family Firm
Maryland
$397K +$2.83K +18 +0.7%
SPWM
2664
Straight Path Wealth Management
Michigan
$397K +$80.9K +514 +26%
MCM
2665
McRae Capital Management
New Jersey
$396K -$3.46K -22 -0.9%
PWAC
2666
Private Wealth Advisors (California)
California
$395K -$18.7K -119 -5%
RCWM
2667
Royal Capital Wealth Management
Indiana
$395K -$29.1K -185 -7%
WFAG
2668
Worth Financial Advisory Group
North Carolina
$395K -$11K -70 -3%
BF
2669
Brogan Financial
Tennessee
$394K +$629 +4 +0.2%
MWP
2670
Madison Wealth Partners
Wisconsin
$394K +$15.7K +100 +4%
DMC
2671
Drexel Morgan & Co
Pennsylvania
$393K
FFG
2672
Frisch Financial Group
New York
$392K -$60.9K -387 -13%
UCB
2673
United Community Bank
South Carolina
$392K +$74K +470 +23%
RP
2674
Riverwater Partners
Wisconsin
$391K +$472 +3 +0.1%
PCM
2675
Princeton Capital Management
New Jersey
$391K -$78.5K -499 -17%