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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 %
FFA
2851
Fi3 Financial Advisors
Indiana
$299K -$4.24K -26 -1%
AWM
2852
Avaii Wealth Management
Wisconsin
$298K +$52K +319 +21%
MECA
2853
Miller Equity Capital Advisors
Texas
$297K
BONST
2854
Bank of Nova Scotia Trust
Ontario, Canada
$295K -$13.9K -85 -4%
MIH
2855
Meitav Investment House
Israel
$295K -$582K -3,563 -66%
GWAG
2856
Garrett Wealth Advisory Group
Texas
$295K +$1.47K +9 +0.5%
PA
2857
Planning Alternatives
Michigan
$295K
HIG
2858
Heritage Investment Group
Florida
$295K +$97.7K +598 +50%
AFAS
2859
Acorn Financial Advisory Services
Virginia
$295K +$36.9K +226 +14%
BI
2860
Ballast Inc
Kentucky
$295K +$22.8K +140 +8%
MF
2861
Manchester Financial
California
$294K -$32.5K -199 -10%
TWP
2862
Transparent Wealth Partners
Arkansas
$293K +$2.61K +16 +0.9%
MAM
2863
McLean Asset Management
Virginia
$293K -$30.2K -185 -9%
AA
2864
Aufman Associates
Pennsylvania
$293K +$1.63K +10 +0.6%
LRWA
2865
Long Run Wealth Advisors
New York
$292K +$17.3K +106 +6%
CJFS
2866
Coulter & Justus Financial Services
Tennessee
$290K -$23.7K -145 -8%
VFP
2867
Verus Financial Partners
Virginia
$290K +$312 +2 +0.1%
IWP
2868
Insight Wealth Partners
Texas
$290K
CPWMP
2869
Cardinal Point Wealth Management Partners
California
$289K -$12.9K -79 -4%
CPCM
2870
Cardinal Point Capital Management
Ontario, Canada
$289K -$12.9K -79 -4%
WAOI
2871
Wealth Advisors of Iowa
Iowa
$289K -$6.2K -38 -2%
DFG
2872
Demars Financial Group
Washington
$288K -$16.3K -100 -5%
AWA
2873
Acorn Wealth Advisors
Michigan
$287K -$653 -4 -0.2%
NSG
2874
Nalls Sherbakoff Group
Tennessee
$287K +$287K +1,767 New
IRC
2875
Investors Research Corp
Georgia
$287K