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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 %
WFC
2676
Western Financial Corp
California
$389K -$76.8K -488 -16%
WIM
2677
Westside Investment Management
California
$388K
RBFC
2678
Roman Butler Fullerton & Co
Missouri
$388K +$2.32K +15 +0.6%
ITB
2679
Idaho Trust Bank
Idaho
$388K +$388K +2,466 New
LJAC
2680
L.J. Altfest & Co
New York
$388K -$9.61K -61 -2%
LSC
2681
Lesa Sroufe & Co
Washington
$388K
YWM
2682
Yoder Wealth Management
California
$387K -$67.7K -430 -15%
GFG
2683
Goldstone Financial Group
Illinois
$385K +$385K +2,448 New
JBA
2684
Johnson Bixby & Associates
Washington
$385K +$13.2K +84 +4%
ABLA
2685
Alan B. Lancz & Associates
Ohio
$384K
WOSD
2686
WFA of San Diego
California
$382K -$15.1K -96 -4%
HWM
2687
Horizon Wealth Management
Illinois
$382K +$787 +5 +0.2%
SCP
2688
Silverleafe Capital Partners
Tennessee
$381K +$944 +6 +0.2%
JF
2689
JSF Financial
California
$381K -$14.5K -92 -4%
TC
2690
TAP Consulting
Missouri
$380K +$4.72K +30 +1%
O
2691
Ossiam
France
$380K +$380K +2,412 New
TFP
2692
Triune Financial Partners
Kansas
$379K +$26K +165 +7%
WIC
2693
Wilkins Investment Counsel
Massachusetts
$379K -$3.93K -25 -1%
VCWA
2694
Vanguard Capital Wealth Advisors
Colorado
$378K -$189K -1,199 -33%
OCM
2695
Objective Capital Management
Ohio
$378K -$2.52K -16 -0.7%
SFC
2696
SYM Financial Corp
Indiana
$378K +$944 +6 +0.3%
MAM
2697
MMA Asset Management
Pennsylvania
$378K +$51.3K +326 +16%
MHB
2698
Midwest Heritage Bank
Iowa
$378K
SL
2699
Summitry LLC
California
$377K +$22.7K +144 +6%
FWP
2700
Falcon Wealth Planning
California
$377K +$77.9K +495 +26%