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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 %
HHRDM
2901
H&H Retirement Design & Management
Nevada
$274K +$4.3K +25 +2%
IA
2902
Insight Advisors
Pennsylvania
$274K -$181K -1,108 -40%
SRG
2903
SBB Research Group
Illinois
$274K +$2.45K +15 +0.9%
EE
2904
EWG Elevate
California
$273K +$6.2K +38 +2%
CSIA
2905
Charles Schwab Investment Advisory
California
$273K +$21.4K +131 +8%
MF
2906
Montis Financial
Massachusetts
$273K +$489 +3 +0.2%
FWM
2907
Focused Wealth Management
New York
$273K +$2.77K +17 +1%
TWM
2908
Triton Wealth Management
Arizona
$272K -$8.94K -57 -3%
CWA
2909
Capital Wealth Alliance
Arizona
$272K +$1.8K +11 +0.7%
BMCM
2910
Burns Matteson Capital Management
New York
$272K -$4.08K -25 -1%
AF
2911
Aldebaran Financial
$271K -$299K -1,830 -52%
AT
2912
Avalon Trust
New Mexico
$271K +$271K +1,658 New
SC
2913
Saturna Capital
Washington
$270K
PGA
2914
Portland Global Advisors
Maine
$270K
PWA
2915
Phoenix Wealth Advisors
North Carolina
$270K
CCA
2916
Column Capital Advisors
Indiana
$270K +$47K +288 +21%
OFW
2917
Omnia Family Wealth
Florida
$269K
FWSM
2918
First Wilshire Securities Management
California
$269K
IAG
2919
Investment Advisory Group
Massachusetts
$268K
EC
2920
EdgeRock Capital
Colorado
$267K -$27.8K -170 -9%
FWM
2921
ForthRight Wealth Management
Georgia
$266K +$29.2K +179 +12%
FIC
2922
Family Investment Center
Missouri
$266K -$9.79K -60 -4%
CWM
2923
Circle Wealth Management
New Jersey
$266K -$326 -2 -0.1%
BA
2924
Bluesphere Advisors
Pennsylvania
$266K +$8.97K +55 +3%
HCM
2925
Hilton Capital Management
New York
$265K