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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 %
NCM
2776
Northwest Capital Management
Oregon
$331K -$36.4K -223 -10%
AWP
2777
Abacus Wealth Partners
California
$331K +$12.2K +76 +4%
IW
2778
Instrumental Wealth
Florida
$331K +$331K +2,108 New
SFP
2779
Shepherd Financial Partners
Massachusetts
$331K +$56.6K +347 +21%
AGC
2780
Aspen Grove Capital
Colorado
$330K -$173K -1,060 -34%
MGWM
2781
Marks Group Wealth Management
Minnesota
$329K +$56.3K +345 +21%
UCB
2782
United Community Bank
South Carolina
$329K
BFAG
2783
Blackston Financial Advisory Group
Florida
$329K +$15.7K +96 +5%
EA
2784
Emerald Advisors
Washington
$328K -$1.47K -9 -0.4%
CA
2785
Claris Advisors
Missouri
$328K -$22.8K -140 -7%
CWP
2786
Curated Wealth Partners
California
$328K +$82.2K +504 +33%
SAS
2787
Stelac Advisory Services
New York
$328K +$489 +3 +0.1%
PIMG
2788
Patriot Investment Management Group
Tennessee
$327K
SPWM
2789
Straight Path Wealth Management
Michigan
$327K +$1.14K +7 +0.4%
LC
2790
Landaas & Company
Wisconsin
$327K
SC
2791
Slow Capital
California
$326K -$115K -702 -26%
SJL
2792
Shayne & Jacobs LLC
Tennessee
$326K
CFO
2793
Colony Family Offices
North Carolina
$326K +$326K +2,000 New
HFM
2794
Harvest Fund Management
China
$326K -$766K -4,690 -70%
WHRC
2795
W.H. Reaves & Co
New Jersey
$326K +$326K +2,000 New
TCB
2796
Texas Capital Bancshares
Texas
$326K +$12.2K +75 +4%
E
2797
ETFidea
New York
$326K -$3.1K -19 -0.9%
LHEI
2798
Leo H. Evart Inc
California
$325K
UL
2799
Unionview LLC
Washington
$325K +$1.63K +10 +0.5%
BFO
2800
Biltmore Family Office
North Carolina
$325K -$246K -1,508 -43%