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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 %
WCFA
2926
Walkner Condon Financial Advisors
Wisconsin
$265K -$9.12K -58 -3%
RCG
2927
Resource Consulting Group
Florida
$265K +$265K +1,684 New
BFO
2928
Biltmore Family Office
North Carolina
$264K -$49.4K -314 -16%
CWA
2929
Capital Wealth Alliance
Arizona
$264K +$945 +6 +0.4%
ICA
2930
Infrastructure Capital Advisors
New York
$263K +$12.6K +80 +5%
CM
2931
Columbus Macro
Pennsylvania
$263K -$154K -987 -37%
AIIMS
2932
Analyst IMS Investment Management Services
Israel
$262K +$262K +1,676 New
BI
2933
Ballast Inc
Kentucky
$262K -$22K -140 -8%
FWP
2934
Firethorn Wealth Partners
Georgia
$262K +$62.9K +400 +32%
FEG
2935
Financial Enhancement Group
Indiana
$261K +$16K +100 +7%
CFA
2936
Cahill Financial Advisors
Minnesota
$261K -$1.31M -8,334 -83%
DP
2937
Divergent Planning
Maryland
$260K -$393K -2,500 -60%
PWA
2938
Phoenix Wealth Advisors
North Carolina
$260K
FWSM
2939
First Wilshire Securities Management
California
$260K
PGA
2940
Portland Global Advisors
Maine
$260K
OFW
2941
Omnia Family Wealth
Florida
$260K
LOIP
2942
Live Oak Investment Partners
Texas
$260K -$312K
AFAS
2943
Acorn Financial Advisory Services
Virginia
$259K -$24.9K -158 -9%
CCA
2944
Column Capital Advisors
Indiana
$259K -$787 -5 -0.3%
LSIA
2945
LaSalle St. Investment Advisors
Illinois
$259K -$314K -2,001 -55%
BMCM
2946
Burns Matteson Capital Management
New York
$259K -$3.15K -20 -1%
DCBT
2947
Dakota Community Bank & Trust
North Dakota
$259K +$8.03K +51 +3%
LC
2948
Landaas & Company
Wisconsin
$258K -$57.8K -367 -18%
CP
2949
Castleview Partners
Texas
$258K -$112K -713 -30%
BWM
2950
Brown Wealth Management
Illinois
$258K +$258K +1,637 New