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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 %
BC
2726
Bowman & Company
Wisconsin
$359K
PIM
2727
Provident Investment Management
Michigan
$359K +$82.8K +526 +30%
SFG
2728
Socha Financial Group
New York
$359K +$154K +979 +75%
LA
2729
Lakeside Advisors
Washington
$357K +$16.2K +103 +5%
MAC
2730
Mason & Associates (California)
California
$356K -$146K -928 -29%
TCBWMS
2731
Texas Capital Bank Wealth Management Services
Texas
$356K +$51.6K +328 +17%
SL
2732
Sentinus LLC
Illinois
$354K -$17.3K -110 -5%
SHWM
2733
Silicon Hills Wealth Management
Texas
$354K -$472 -3 -0.1%
AFC
2734
AFT Forsyth & Company
Florida
$353K -$49.6K -315 -12%
KBFS
2735
Kohmann Bosshard Financial Services
Ohio
$353K +$53.2K +338 +18%
SC
2736
Solstein Capital
California
$352K +$11.3K +72 +3%
CTC
2737
Corundum Trust Company
South Dakota
$352K +$352K +2,240 New
SWG
2738
Summit Wealth Group
Vermont
$352K -$58.1M -369,114 -99%
PHAM
2739
Palisades Hudson Asset Management
Florida
$352K
LSA
2740
L & S Advisors
California
$351K -$8.5K -54 -2%
SMA
2741
Seven Mile Advisory
New Jersey
$351K +$351K +2,229 New
GAM
2742
GEM Asset Management
Michigan
$351K
GM
2743
GeoWealth Management
Illinois
$350K -$472 -3 -0.1%
WBG
2744
Wharton Business Group
Pennsylvania
$349K
MCM
2745
Mattern Capital Management
Colorado
$348K +$78.7K +500 +29%
MF
2746
Meridian Financial
Massachusetts
$348K
PFWA
2747
Paces Ferry Wealth Advisors
Georgia
$347K +$7.24K +46 +2%
TC
2748
Trust Company
Kansas
$347K -$108K -687 -24%
FP
2749
Financial Perspectives
Minnesota
$346K +$315 +2 +0.1%
FI
2750
Fractal Investments
Connecticut
$346K