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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 %
WB
2701
West Bancorporation
Iowa
$376K +$32.6K +200 +10%
EBA
2702
Eagle Bay Advisors
New York
$375K -$97.7K -599 -21%
JWS
2703
Juncture Wealth Strategies
Arizona
$374K -$74.2K -455 -17%
WWM
2704
Wolff Wiese Magana
California
$373K +$4.57K +28 +1%
KOMWMG
2705
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$373K +$1.63K +10 +0.4%
LSA
2706
L & S Advisors
California
$373K -$3.08M -18,900 -89%
SLA
2707
Silver Lake Advisory
Utah
$372K +$372K +2,281 New
BC
2708
Bowman & Company
Wisconsin
$372K
CC
2709
Cipher Capital
New York
$370K +$370K +2,266 New
ICM
2710
IMS Capital Management
Oregon
$368K +$326 +2 +0.1%
FPTW
2711
Franklin, Parlapiano, Turner & Welch
Texas
$368K
SL
2712
Summitry LLC
California
$368K +$23.7K +145 +7%
SHWM
2713
Silicon Hills Wealth Management
Texas
$367K +$816 +5 +0.2%
TFP
2714
Triune Financial Partners
Kansas
$366K +$3.43K +21 +0.9%
BIA
2715
Bell Investment Advisors
California
$366K +$7.67K +47 +2%
SC
2716
SRB Corp
Massachusetts
$366K +$366K +2,242 New
PHAM
2717
Palisades Hudson Asset Management
Florida
$365K -$28.9K -177 -7%
AWA
2718
Archvest Wealth Advisors
California
$365K -$150K -922 -29%
GM
2719
GeoWealth Management
Illinois
$364K -$45.9K -281 -11%
MHWM
2720
Montz Harcus Wealth Management
Louisiana
$364K +$1.63K +10 +0.5%
GAM
2721
GEM Asset Management
Michigan
$364K -$177K -1,084 -33%
WBG
2722
Wharton Business Group
Pennsylvania
$362K
GHA
2723
Granite Harbor Advisors
Texas
$361K +$58.7K +360 +19%
MF
2724
Meridian Financial
Massachusetts
$361K
FI
2725
Fractal Investments
Connecticut
$359K