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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 %
JCM
2801
Jacobsen Capital Management
Utah
$325K +$325K +1,991 New
EA
2802
Ellsworth Advisors
Ohio
$325K +$2.94K +18 +0.9%
FSG
2803
Financial Strategies Group
Michigan
$324K +$1.8K +11 +0.6%
HA
2804
Hofer & Associates
California
$324K
QPW
2805
Quantum Private Wealth
Florida
$324K
TPW
2806
Transatlantique Private Wealth
New York
$323K -$91.5K -561 -22%
FFG
2807
Fortem Financial Group
California
$323K -$196K -1,204 -38%
SFA
2808
Source Financial Advisors
New York
$323K +$7.18K +44 +2%
WAM
2809
WealthTrust Asset Management
Florida
$322K +$2.45K +15 +0.8%
BWA
2810
Burt Wealth Advisors
Maryland
$322K +$26.4K +162 +9%
IWP
2811
IAG Wealth Partners
Wisconsin
$321K +$90.9K +557 +40%
CFGSD
2812
Compass Financial Group (South Dakota)
South Dakota
$321K -$1.8K -11 -0.6%
FPWM
2813
FSB Premier Wealth Management
Iowa
$320K -$11.9K -73 -4%
TFP
2814
Tilia Fiduciary Partners
North Carolina
$320K -$4.73K -29 -1%
KFS
2815
Kelly Financial Services
Massachusetts
$319K +$12.7K +78 +4%
TLFA
2816
True Link Financial Advisors
California
$319K
KCM
2817
Kendall Capital Management
Maryland
$319K +$1.8K +11 +0.6%
NPF
2818
Norris Perne & French
Michigan
$319K -$62.7K -384 -16%
AMCA
2819
Arthur M. Cohen & Associates
Illinois
$317K +$73.4K +450 +30%
BIA
2820
Bigelow Investment Advisors
Maine
$317K
KWM
2821
KFG Wealth Management
Indiana
$317K +$1.03K +6 +0.3%
LGG
2822
Luts & Greenleigh Group
Maryland
$317K -$14.7K -90 -4%
TCBWMS
2823
Texas Capital Bank Wealth Management Services
Texas
$315K +$7.83K +48 +3%
SWRP
2824
Summit Wealth & Retirement Planning
California
$315K -$88.8K -544 -22%
SIG
2825
Spinnaker Investment Group
California
$315K -$10.4K -64 -3%