CVX icon

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 %
FP
2726
Financial Perspectives
Minnesota
$359K +$326 +2 +0.1%
EAM
2727
Eukles Asset Management
Ohio
$358K +$14.4K +88 +4%
GA
2728
Geller Advisors
New York
$356K +$138K +845 +63%
AWAP
2729
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$356K -$11.3K -69 -3%
BWM
2730
BCS Wealth Management
Tennessee
$355K -$399K -2,445 -53%
NFG
2731
Nadler Financial Group
Illinois
$354K -$12.6K -77 -3%
SWP
2732
ShoreHaven Wealth Partners
New Jersey
$354K +$1.31K +8 +0.4%
LA
2733
Lakeside Advisors
Washington
$354K
SGK
2734
Steigerwald Gordon & Koch
Virginia
$354K +$14.8K +91 +4%
SC
2735
Solstein Capital
California
$354K
WPW
2736
Watershed Private Wealth
Illinois
$353K +$163 +1 +0%
PFWA
2737
Paces Ferry Wealth Advisors
Georgia
$353K +$49.8K +305 +16%
EDRIA
2738
Edmonds Duncan Registered Investment Advisors
Kansas
$352K
DM
2739
Diker Management
New York
$352K
HFG
2740
Heron Financial Group
New York
$351K -$326 -2 -0.1%
PAIM
2741
Punch & Associates Investment Management
Minnesota
$350K +$816 +5 +0.2%
BP
2742
Broadleaf Partners
Ohio
$350K
HFS
2743
Heritage Financial Services
Massachusetts
$349K -$163 -1 -0%
TAM
2744
Trillium Asset Management
Massachusetts
$347K -$14.2K -84 -4%
SCG
2745
Sonata Capital Group
Washington
$347K
WCWM
2746
Wooster Corthell Wealth Management
Connecticut
$345K
PFG
2747
PAX Financial Group
Texas
$345K +$38.5K +236 +13%
GSIAS
2748
Garden State Investment Advisory Services
New Jersey
$345K +$8.64K +53 +3%
AIA
2749
Arbor Investment Advisors
North Carolina
$344K
IWA
2750
IVC Wealth Advisors
Pennsylvania
$344K -$2.45K -15 -0.7%