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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 %
SCM
2926
Stonehearth Capital Management
Massachusetts
$265K -$5.87K -36 -2%
TFA
2927
Trinity Financial Advisors
Ohio
$265K +$17.5K +107 +7%
LA
2928
Lane & Associates
New Jersey
$264K -$81.1K -497 -23%
PWM
2929
Prentice Wealth Management
New York
$264K +$36.9K +226 +16%
WW
2930
Westshore Wealth
California
$264K +$2.12K +13 +0.8%
OCPWS
2931
One Charles Private Wealth Services
Massachusetts
$261K +$5.87K +36 +2%
NRD
2932
Nebula Research & Development
New York
$261K +$261K +1,600 New
AL
2933
ACAS LLC
California
$261K +$3.43K +21 +1%
SSW
2934
Stone Summit Wealth
Florida
$260K -$36.7K -225 -12%
LCM
2935
Liberty Capital Management
Michigan
$260K -$4.9K -30 -2%
DCBT
2936
Dakota Community Bank & Trust
North Dakota
$260K -$53K -325 -17%
RWA
2937
Rooted Wealth Advisors
Illinois
$260K +$260K +1,507 New
AIA
2938
AIMZ Investment Advisors
California
$260K -$26.9K -165 -9%
ICA
2939
Infrastructure Capital Advisors
New York
$260K -$665K -4,078 -72%
SAM
2940
Sequent Asset Management
Texas
$259K
RBCM
2941
Raub Brock Capital Management
California
$258K +$979 +6 +0.4%
BA
2942
BCM Advisors
Louisiana
$258K
MAM
2943
McCarthy Asset Management
California
$258K -$4.57K -28 -2%
TWD
2944
True Wealth Design
Ohio
$258K +$131K +801 +103%
IEFM
2945
IQ EQ Fund Management
Ireland
$257K -$4.47M -27,378 -95%
CC
2946
Constitution Capital
Connecticut
$257K +$32.6K +200 +15%
AWA
2947
Alta Wealth Advisors
Massachusetts
$257K +$16.5K +101 +7%
SFG
2948
SNS Financial Group
Minnesota
$257K -$3.26K -20 -1%
GCP
2949
GSA Capital Partners
United Kingdom
$256K +$256K +1,572 New
WFS
2950
Walker Financial Services
Kentucky
$256K