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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 %
P
2951
Paradiem
Louisiana
$256K
ACA
2952
Atlas Capital Advisors
Wyoming
$255K
FS
2953
Ferguson Shapiro
Georgia
$255K +$1.14K +7 +0.5%
CWM
2954
Collaborative Wealth Management
Florida
$255K -$19.7K -121 -7%
TC
2955
Trilogy Capital
California
$254K -$27.7K -170 -10%
PFA
2956
Pathway Financial Advisors
Vermont
$254K -$4.41K -27 -2%
KCM
2957
Kathmere Capital Management
Pennsylvania
$254K +$3.26K +20 +1%
PA
2958
Parkside Advisors
California
$254K +$6.53K +40 +3%
LFG
2959
Leverty Financial Group
Wisconsin
$254K
MA
2960
MAS Advisors
Florida
$254K +$54K +331 +27%
KOC
2961
Koss-Olinger Consulting
Florida
$253K +$13.1K +80 +5%
BCG
2962
Breakwater Capital Group
New Jersey
$253K +$27.7K +170 +12%
UW
2963
Unique Wealth
Florida
$252K -$5.87K -36 -2%
TLCM
2964
Twin Lakes Capital Management
California
$251K
SHJ
2965
Sharkey, Howes & Javer
Colorado
$251K -$150K -922 -38%
CMI
2966
Clare Market Investments
Texas
$249K +$26.8K +164 +12%
BFG
2967
Barber Financial Group
Kansas
$249K +$1.8K +11 +0.7%
KNW
2968
Kesler Norman & Wride
Utah
$248K
SHWM
2969
Smith & Howard Wealth Management
Georgia
$248K
IAP
2970
Indie Asset Partners
Indiana
$248K -$9.62K -59 -4%
IVP
2971
Intrinsic Value Partners
Arizona
$247K
ORC
2972
O'Rourke & Company
Massachusetts
$247K +$32.7K +200 +15%
BA
2973
Bridge Advisory
California
$247K -$7.18K -44 -3%
TF
2974
TimeScale Financial
Massachusetts
$247K -$14.5K -89 -6%
ESCM
2975
Echo Street Capital Management
New York
$247K +$247K +1,511 New