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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 %
FFA
2876
Fi3 Financial Advisors
Indiana
$289K +$629 +4 +0.2%
MAM
2877
Marotta Asset Management
Virginia
$288K +$288K +1,831 New
VFP
2878
Verus Financial Partners
Virginia
$288K -$14.1K -87 -5%
CWM
2879
Cedar Wealth Management
California
$287K +$15.7K +100 +6%
MECA
2880
Miller Equity Capital Advisors
Texas
$287K
BBA
2881
Braun-Bostich & Associates
Pennsylvania
$286K +$56.3K +358 +25%
FWM
2882
FMB Wealth Management
California
$285K +$90.3K +574 +46%
BONST
2883
Bank of Nova Scotia Trust
Ontario, Canada
$285K
AI
2884
AXS Investments
New York
$283K -$81.7K -519 -22%
LRWA
2885
Long Run Wealth Advisors
New York
$282K +$944 +6 +0.3%
CJFS
2886
Coulter & Justus Financial Services
Tennessee
$281K +$629 +4 +0.2%
CAM
2887
Concorde Asset Management
Michigan
$280K -$89.4K -568 -24%
WAOI
2888
Wealth Advisors of Iowa
Iowa
$280K +$1.42K +9 +0.5%
IWP
2889
Insight Wealth Partners
Texas
$279K
DFG
2890
Demars Financial Group
Washington
$279K +$1.57K +10 +0.6%
PAG
2891
Paladin Advisory Group
Iowa
$279K +$2.68K +17 +1%
TAM
2892
Tucker Asset Management
Colorado
$278K -$12K -76 -4%
MAM
2893
McLean Asset Management
Virginia
$278K -$4.56K -29 -2%
TLFA
2894
True Link Financial Advisors
California
$278K -$30.1K -191 -10%
PA
2895
Planning Alternatives
Michigan
$277K -$7.24K -46 -3%
WF
2896
Whelan Financial
California
$277K +$315 +2 +0.1%
IRC
2897
Investors Research Corp
Georgia
$277K
OIM
2898
Oder Investment Management
California
$276K +$315 +2 +0.1%
TWM
2899
Triton Wealth Management
Arizona
$276K +$477 +3 +0.2%
AWC
2900
Adamsbrown Wealth Consultants
Kansas
$276K +$1.89K +12 +0.7%