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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 %
SBF
2826
Sara-Bay Financial
Florida
$315K
SFPG
2827
Stonebridge Financial Planning Group
Florida
$314K +$314K +1,923 New
RTC
2828
Riverview Trust Company
Washington
$313K
BFM
2829
Boothbay Fund Management
New York
$312K -$328K -2,009 -51%
LOIP
2830
Live Oak Investment Partners
Texas
$312K -$343K
KBFS
2831
Kohmann Bosshard Financial Services
Ohio
$311K +$12.7K +78 +4%
CFG
2832
Carr Financial Group
Massachusetts
$311K
FWP
2833
Falcon Wealth Planning
California
$310K -$7.18K -44 -2%
TCM
2834
True Capital Management
California
$310K +$61K +374 +25%
AWM
2835
AllSquare Wealth Management
New York
$310K
SFG
2836
Sunburst Financial Group
Alabama
$309K +$489 +3 +0.2%
MA
2837
Mezzasalma Advisors
New Jersey
$309K -$3.26K -20 -1%
BSSFA
2838
Baron Silver Stevens Financial Advisors
Florida
$308K +$50.3K +308 +19%
CC
2839
Callan Capital
California
$308K +$53.2K +326 +21%
AL
2840
ADE LLC
Maryland
$307K
PFC
2841
Phocas Financial Corp
California
$307K -$124K -760 -29%
AI
2842
Axiom Investors
Connecticut
$307K -$434K -2,660 -59%
CCMI
2843
Creative Capital Management Investments
California
$307K +$132K +809 +76%
MWP
2844
Meridian Wealth Partners
Pennsylvania
$305K +$7.5K +46 +3%
AFP
2845
Alpha Financial Partners
Kentucky
$304K -$60.8K -373 -17%
SFP
2846
Sterling Financial Planning
New Jersey
$304K
AO
2847
Advisor OS
Illinois
$301K -$9.95K -61 -3%
RA
2848
Regis Acquisition
Colorado
$301K +$301K +1,844 New
TAM
2849
Tucker Asset Management
Colorado
$301K +$60.7K +372 +25%
FP
2850
Fiduciary Planning
Florida
$299K