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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 %
WDL
2701
Well Done LLC
Michigan
$376K -$92.5K -588 -20%
SIM
2702
SSI Investment Management
California
$376K -$72.9K -463 -16%
THWM
2703
Taylor Hoffman Wealth Management
Virginia
$374K -$72.7K -462 -16%
WMG
2704
WESCAP Management Group
California
$374K -$131K -833 -26%
MC
2705
Matisse Capital
Oregon
$373K +$472 +3 +0.1%
AGC
2706
Aspen Grove Capital
Colorado
$371K +$52.4K +333 +16%
PFA
2707
Pettinga Financial Advisors
Indiana
$371K +$157 +1 +0%
SCA
2708
Southern Capital Advisors
Tennessee
$369K +$944 +6 +0.3%
PAM
2709
PVG Asset Management
Colorado
$369K -$354K -2,247 -49%
WRPWM
2710
Werba Rubin Papier Wealth Management
California
$368K -$6.93K -44 -2%
AWA
2711
Archvest Wealth Advisors
California
$367K +$15.6K +99 +4%
RSA
2712
River Street Advisors
Illinois
$367K -$1.89K -12 -0.5%
GHA
2713
Granite Harbor Advisors
Texas
$366K +$17.9K +114 +5%
KOMWMG
2714
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$365K +$5.82K +37 +2%
QT
2715
Quantamental Technologies
New York
$365K +$365K +2,318 New
ICP
2716
Interchange Capital Partners
Pennsylvania
$365K -$89.1K -565 -20%
TIA
2717
Tandem Investment Advisors
South Carolina
$364K +$364K +2,315 New
SNBOSCI
2718
Security National Bank of Sioux City Iowa
Iowa
$364K +$364K +2,313 New
SFG
2719
Sather Financial Group
Texas
$363K
EAM
2720
Eukles Asset Management
Ohio
$362K +$16.8K +107 +5%
SLA
2721
Silver Lake Advisory
Utah
$362K +$3.15K +20 +0.9%
MHWM
2722
Montz Harcus Wealth Management
Louisiana
$360K +$9.44K +60 +3%
PFG
2723
PAX Financial Group
Texas
$360K +$27.4K +174 +8%
VC
2724
Vestor Capital
Illinois
$360K +$168K +1,069 +88%
AWAP
2725
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$359K +$16.1K +102 +5%