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Chevron

3,040 hedge funds and large institutions have $198B invested in Chevron in 2022 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 1,285 increasing their positions, 1,262 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,040
Holders Change
-10
Holders Change %
-0.33%
% of All Funds
51.4%
Holding in Top 10
226
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-7%
% of All Funds
3.82%
New
169
Increased
1,285
Reduced
1,262
Closed
136
Calls
$3.47B
Puts
$3.38B
Net Calls
+$90.3M
Net Calls Change
-$308M
Name Holding Trade Value Shares
Change
Shares
Change %
CYG
2926
Clean Yield Group
Vermont
$100K -$30.7K -213 -24%
RIM
2927
Rockbridge Investment Management
New York
$96.4K -$360K -2,485 -79%
OIS
2928
Okabena Investment Services
Minnesota
$94K +$43.5K +300 +86%
SC
2929
Stephens Consulting
Michigan
$88.6K
GA
2930
GoalVest Advisory
New York
$88K +$79.8K +562 +969%
MSFP
2931
Mark Sheptoff Financial Planning
Connecticut
$87K
RCM
2932
Regency Capital Management
Hawaii
$87K
JWBC
2933
John W. Brooker & Co
California
$86K
MS
2934
Marshall & Sullivan
Washington
$86K +$86K +600 New
FCG
2935
Financial Connections Group
California
$82K +$21.7K +150 +36%
MW
2936
Milestone Wealth
New York
$81K
AFS
2937
Annapolis Financial Services
Maryland
$81K +$436 +3 +0.5%
Loomis, Sayles & Company
2938
Loomis, Sayles & Company
Massachusetts
$79K -$1.38M -9,553 -95%
SFA
2939
Semmax Financial Advisors
North Carolina
$79K -$8.43K -54 -10%
DWA
2940
Delos Wealth Advisors
Texas
$78K -$273K -1,874 -78%
LD
2941
Lipe & Dalton
New York
$78K -$43.6K -300 -36%
LFA
2942
Level Financial Advisors
New York
$77K
MFT
2943
Moisand Fitzgerald Tamayo
Florida
$76K +$60.9K +423 +403%
VC
2944
Vestor Capital
Illinois
$74K +$4.2K +29 +6%
GAG
2945
Goodman Advisory Group
Massachusetts
$72K +$72K +499 New
LFASL
2946
Lugano Financial Advisors SA (LFA)
Switzerland
$72K +$72K +500 New
FDCC
2947
Foster Dykema Cabot & Co
Massachusetts
$69K +$69K +477 New
OA
2948
Operose Advisors
Wisconsin
$60K
MCM
2949
Magnolia Capital Management
New York
$58K
CAL
2950
Capital Advisors Ltd
Ohio
$57K +$4.36K +30 +8%