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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 %
PAG
2876
Paladin Advisory Group
Iowa
$287K +$287K +1,757 New
WF
2877
Whelan Financial
California
$287K +$16.3K +100 +6%
OIM
2878
Oder Investment Management
California
$286K -$39.6K -243 -12%
PIM
2879
Provident Investment Management
Michigan
$286K +$286K +1,754 New
WWM
2880
Windsor Wealth Management
Indiana
$286K +$842 +5 +0.3%
AFGAS
2881
Allegiance Financial Group Advisory Services
Virginia
$285K
AWC
2882
Adamsbrown Wealth Consultants
Kansas
$285K -$75.7K -464 -21%
WCFA
2883
Walkner Condon Financial Advisors
Wisconsin
$284K +$79.6K +488 +39%
CP
2884
Camelot Portfolios
Ohio
$283K +$7.01K +43 +3%
CSPAM
2885
Cary Street Partners Asset Management
Virginia
$283K
SIA
2886
Strategic Investment Advisors
Michigan
$283K -$25.6K -157 -8%
CF
2887
Corrigan Financial
Rhode Island
$283K +$489 +3 +0.2%
CWM
2888
Cedar Wealth Management
California
$282K
MCM
2889
Mattern Capital Management
Colorado
$280K
PCA
2890
Pallas Capital Advisors
Massachusetts
$279K +$45.3K +264 +19%
PM
2891
Penbrook Management
New York
$277K
RLWM
2892
RF&L Wealth Management
Massachusetts
$277K
BCIM
2893
Bishop & Co Investment Management
Pennsylvania
$277K
RWM
2894
Revisor Wealth Management
Ohio
$276K +$276K +1,691 New
SGA
2895
Seaport Global Advisors
Massachusetts
$276K -$136K -833 -33%
CCM
2896
Check Capital Management
California
$275K -$1.63K -10 -0.6%
LFG
2897
Lockerman Financial Group
California
$275K -$9.63K -59 -3%
CWM
2898
Centurion Wealth Management
Virginia
$274K -$13.1K -80 -5%
KWS
2899
Keystone Wealth Services
California
$274K +$3.43K +21 +1%
RWG
2900
Regal Wealth Group
California
$274K +$854 +5 +0.3%