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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 %
IWP
2826
IAG Wealth Partners
Wisconsin
$310K
BWA
2827
Burt Wealth Advisors
Maryland
$309K -$1.26K -8 -0.4%
TCMP
2828
Thrive Capital Management (Pennsylvania)
Pennsylvania
$309K +$309K +1,965 New
WWM
2829
Windsor Wealth Management
Indiana
$309K +$41.4K +263 +15%
CFGSD
2830
Compass Financial Group (South Dakota)
South Dakota
$309K -$315 -2 -0.1%
AWA
2831
Acorn Wealth Advisors
Michigan
$309K +$31.9K +203 +12%
SIG
2832
Spinnaker Investment Group
California
$308K +$4.56K +29 +2%
HFS
2833
Heritage Financial Services
Massachusetts
$308K -$27.9K -177 -8%
MCM
2834
MV Capital Management
Maryland
$308K -$21.6K -137 -7%
VBWMG
2835
Von Berge Wealth Management Group
California
$308K -$6.29K -40 -2%
NPF
2836
Norris Perne & French
Michigan
$307K
CFG
2837
Carr Financial Group
Massachusetts
$307K +$7.4K +47 +2%
MWP
2838
Meridian Wealth Partners
Pennsylvania
$307K +$13.4K +85 +5%
GWM
2839
GDS Wealth Management
Texas
$307K +$307K +1,949 New
MA
2840
Mezzasalma Advisors
New Jersey
$306K +$8.18K +52 +3%
BIA
2841
Bigelow Investment Advisors
Maine
$306K
KAM
2842
Knightsbridge Asset Management
California
$304K -$303K -1,924 -50%
KCM
2843
Kendall Capital Management
Maryland
$304K -$3.15K -20 -1%
TFP
2844
Tilia Fiduciary Partners
North Carolina
$304K -$4.41K -28 -1%
SBF
2845
Sara-Bay Financial
Florida
$304K
RTC
2846
Riverview Trust Company
Washington
$302K
FFG
2847
Fortem Financial Group
California
$301K -$9.91K -63 -3%
BFM
2848
Boothbay Fund Management
New York
$300K -$787 -5 -0.3%
KIC
2849
Kensington Investment Counsel
California
$300K +$300K +1,904 New
NIC
2850
Northwest Investment Counselors
Oregon
$299K +$78.7K +500 +36%