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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 %
CIM
2751
Contravisory Investment Management
Massachusetts
$345K -$174K -1,108 -34%
BIA
2752
Bell Investment Advisors
California
$345K -$8.02K -51 -2%
NFG
2753
Nadler Financial Group
Illinois
$343K +$1.26K +8 +0.4%
SWP
2754
ShoreHaven Wealth Partners
New Jersey
$343K +$1.42K +9 +0.4%
WPW
2755
Watershed Private Wealth
Illinois
$341K +$315 +2 +0.1%
Loomis, Sayles & Company
2756
Loomis, Sayles & Company
Massachusetts
$340K +$247K +1,568 +266%
EDRIA
2757
Edmonds Duncan Registered Investment Advisors
Kansas
$340K
DM
2758
Diker Management
New York
$339K
GSIAS
2759
Garden State Investment Advisory Services
New Jersey
$338K +$4.41K +28 +1%
ODG
2760
O'Dell Group
Ohio
$337K +$10.9K +69 +3%
KFS
2761
Kelly Financial Services
Massachusetts
$337K +$28.5K +181 +9%
CWP
2762
Curated Wealth Partners
California
$336K +$19.5K +124 +6%
AWP
2763
Abacus Wealth Partners
California
$336K +$10.7K +68 +3%
LCM
2764
Lazari Capital Management
California
$335K +$335K +2,132 New
SCG
2765
Sonata Capital Group
Washington
$335K
IP
2766
Isthmus Partners
Wisconsin
$334K +$7.55K +48 +2%
E
2767
ETFidea
New York
$334K +$20.1K +128 +6%
CFS
2768
CGC Financial Services
Oregon
$334K +$334K +2,122 New
FCFC
2769
First Citizens Financial Corp
Iowa
$334K +$334K +2,120 New
WCWM
2770
Wooster Corthell Wealth Management
Connecticut
$333K
GA
2771
Geller Advisors
New York
$332K -$10.9K -69 -3%
SNBOSD
2772
Security National Bank of So Dak
Iowa
$332K +$332K +2,112 New
SFA
2773
Source Financial Advisors
New York
$331K +$20K +127 +6%
SGK
2774
Steigerwald Gordon & Koch
Virginia
$330K -$11.5K -73 -3%
JWS
2775
Juncture Wealth Strategies
Arizona
$329K -$32.1K -204 -9%