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Chevron

3,040 hedge funds and large institutions have $198B invested in Chevron in 2022 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 1,285 increasing their positions, 1,262 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,040
Holders Change
-10
Holders Change %
-0.33%
% of All Funds
51.4%
Holding in Top 10
226
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-7%
% of All Funds
3.82%
New
169
Increased
1,285
Reduced
1,262
Closed
136
Calls
$3.47B
Puts
$3.38B
Net Calls
+$90.3M
Net Calls Change
-$308M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
2701
ForthRight Wealth Management
Georgia
$273K +$435 +3 +0.2%
SFCL
2702
Strengthening Families & Communities LLC
Massachusetts
$273K +$10K +62 +4%
PPWM
2703
Paragon Private Wealth Management
Kentucky
$273K +$273K +1,888 New
BFAG
2704
Blackston Financial Advisory Group
Florida
$273K +$273K +1,903 New
NIC
2705
Northwest Investment Counselors
Oregon
$272K -$4.34K -30 -2%
KFS
2706
Kelly Financial Services
Massachusetts
$272K +$2.75K +19 +1%
VBWMG
2707
Von Berge Wealth Management Group
California
$270K
HA
2708
Hofer & Associates
California
$270K +$1.59K +11 +0.6%
CSIA
2709
Charles Schwab Investment Advisory
California
$270K +$15.8K +109 +6%
CCM
2710
Check Capital Management
California
$270K +$23.2K +160 +9%
MAM
2711
McLean Asset Management
Virginia
$269K +$10.7K +76 +4%
MAM
2712
Marotta Asset Management
Virginia
$268K -$6.45K -44 -2%
MAM
2713
McCarthy Asset Management
California
$267K
FP
2714
Fiduciary Planning
Florida
$267K +$1.74K +12 +0.7%
LRWA
2715
Long Run Wealth Advisors
New York
$267K +$267K +1,844 New
CF
2716
Corrigan Financial
Rhode Island
$267K +$14.6K +101 +6%
PS
2717
Portfolio Solutions
Michigan
$266K -$7.23K -50 -3%
WAM
2718
WealthTrust Asset Management
Florida
$265K +$1.16K +8 +0.4%
ZIMP
2719
Zimmermann Investment Management & Planning
Pennsylvania
$265K +$265K +1,832 New
UCB
2720
United Community Bank
South Carolina
$265K -$114K -790 -30%
MECA
2721
Miller Equity Capital Advisors
Texas
$264K
CFAM
2722
Center For Asset Management
Florida
$264K +$72.9K +504 +38%
APC
2723
Aspire Private Capital
North Carolina
$263K -$3.04K -21 -1%
FCFC
2724
First Citizens Financial Corp
Iowa
$263K
SGK
2725
Steigerwald Gordon & Koch
Virginia
$263K +$36.9K +255 +16%