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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 %
AFGAS
2901
Allegiance Financial Group Advisory Services
Virginia
$275K
BCG
2902
Breakwater Capital Group
New Jersey
$275K +$31.3K +199 +13%
AIA
2903
Arbor Investment Advisors
North Carolina
$274K -$57.4K -365 -17%
PCIG
2904
Partners Capital Investment Group
Massachusetts
$274K +$274K +1,741 New
AA
2905
Aufman Associates
Pennsylvania
$274K -$8.81K -56 -3%
CP
2906
Camelot Portfolios
Ohio
$273K
RWM
2907
Revisor Wealth Management
Ohio
$273K +$7.08K +45 +3%
RWA
2908
Rooted Wealth Advisors
Illinois
$273K +$37.1K +237 +16%
IAG
2909
Investment Advisory Group
Massachusetts
$273K +$14.2K +90 +5%
CSPAM
2910
Cary Street Partners Asset Management
Virginia
$273K
FIC
2911
Family Investment Center
Missouri
$272K +$15.9K +101 +6%
RA
2912
Riverstone Advisors
Texas
$272K +$272K +1,729 New
FCA
2913
Fortis Capital Advisors
Kansas
$271K -$56K -356 -17%
FWM
2914
Focused Wealth Management
New York
$271K +$8.18K +52 +3%
HWMT
2915
Heritage Wealth Management (Texas)
Texas
$270K +$270K +1,719 New
IPW
2916
Impact Partnership Wealth
Georgia
$270K +$270K +1,717 New
LRIA
2917
Leonard Rickey Investment Advisors
Washington
$270K +$270K +1,714 New
TC
2918
Truvestments Capital
Florida
$269K +$155K +985 +136%
SWRP
2919
Summit Wealth & Retirement Planning
California
$269K -$35.2K -224 -12%
RLWM
2920
RF&L Wealth Management
Massachusetts
$267K
PM
2921
Penbrook Management
New York
$267K
SIA
2922
Strategic Investment Advisors
Michigan
$266K -$6.29K -40 -2%
SRG
2923
SBB Research Group
Illinois
$266K +$2.52K +16 +1%
CCM
2924
Check Capital Management
California
$265K
KWS
2925
Keystone Wealth Services
California
$265K +$1.1K +7 +0.4%