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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 %
SFM
2801
Signet Financial Management
New Jersey
$318K -$4.25K -27 -1%
WWM
2802
Wolff Wiese Magana
California
$318K -$42.5K -270 -12%
LNWTC
2803
Laird Norton Wetherby Trust Company
Washington
$317K -$6.14K -39 -2%
CA
2804
Claris Advisors
Missouri
$317K
EA
2805
Ellsworth Advisors
Ohio
$316K +$2.99K +19 +1%
PIMG
2806
Patriot Investment Management Group
Tennessee
$316K
LCS
2807
Levin Capital Strategies
New York
$316K -$3.62K -23 -1%
BWM
2808
BigSur Wealth Management
Florida
$315K -$236K -1,500 -43%
SJL
2809
Shayne & Jacobs LLC
Tennessee
$315K
SC
2810
Slow Capital
California
$315K
FSG
2811
Financial Strategies Group
Michigan
$314K +$1.89K +12 +0.6%
AWS
2812
Arkfeld Wealth Strategies
Nebraska
$314K +$1.12K +7 +0.4%
IDBONY
2813
Israel Discount Bank of New York
New York
$314K -$73.2K -465 -19%
BFAG
2814
Blackston Financial Advisory Group
Florida
$314K -$3.46K -22 -1%
TSWM
2815
Tyler-Stone Wealth Management
Ohio
$314K +$314K +1,994 New
IW
2816
Instrumental Wealth
Florida
$314K -$22.8K -143 -7%
LHEI
2817
Leo H. Evart Inc
California
$314K
WAM
2818
WealthTrust Asset Management
Florida
$313K +$2.52K +16 +0.8%
CSIA
2819
Carl Stuart Investment Advisor
Texas
$312K -$9.44K -60 -3%
TPW
2820
Transatlantique Private Wealth
New York
$312K
MLA
2821
MB, Levis & Associates
Pennsylvania
$311K -$14.2K -90 -4%
UAML
2822
US Asset Management LLC
Pennsylvania
$311K -$20.3K -129 -6%
MGWM
2823
Marks Group Wealth Management
Minnesota
$311K -$7.24K -46 -2%
AFP
2824
Alpha Financial Partners
Kentucky
$310K +$16.5K +105 +6%
IA
2825
Insight Advisors
Pennsylvania
$310K +$46.1K +293 +17%