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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 %
MWA
2951
Miller Wealth Advisors
Colorado
$257K -$5.26M -33,424 -95%
AC
2952
Annandale Capital
Texas
$257K +$257K +1,636 New
AL
2953
ACAS LLC
California
$257K +$5.35K +34 +2%
NSG
2954
Nalls Sherbakoff Group
Tennessee
$257K -$9.49K -63 -4%
TFA
2955
Tranquilli Financial Advisor
New Jersey
$257K +$257K +1,631 New
HWP
2956
Heritage Wealth Partners
Ohio
$257K +$257K +1,631 New
BA
2957
Bluesphere Advisors
Pennsylvania
$256K
TFA
2958
Trinity Financial Advisors
Ohio
$256K +$472 +3 +0.2%
ORC
2959
O'Rourke & Company
Massachusetts
$255K +$17K +108 +7%
KC
2960
Kepos Capital
New York
$255K +$255K +1,618 New
CWM
2961
Circle Wealth Management
New Jersey
$254K -$2.36K -15 -0.9%
CF
2962
Corrigan Financial
Rhode Island
$254K -$18.6K -118 -7%
SFP
2963
Sterling Financial Planning
New Jersey
$254K -$39.6K -252 -14%
WCM
2964
WealthBridge Capital Management
Ohio
$253K -$1.03M -6,574 -80%
BIP
2965
Blueprint Investment Partners
North Carolina
$253K -$542K -3,442 -68%
CWM
2966
Centurion Wealth Management
Virginia
$253K -$11.5K -73 -4%
MF
2967
Montis Financial
Massachusetts
$252K -$10.9K -69 -4%
MF
2968
Manchester Financial
California
$252K -$31.2K -198 -11%
WW
2969
Westshore Wealth
California
$252K -$2.05K -13 -0.8%
EE
2970
EWG Elevate
California
$252K -$11.5K -73 -4%
SSW
2971
Stone Summit Wealth
Florida
$251K
LCM
2972
Liberty Capital Management
Michigan
$251K
SHFP
2973
Second Half Financial Partners
Florida
$250K +$250K +1,592 New
HHRDM
2974
H&H Retirement Design & Management
Nevada
$250K -$472 -3 -0.2%
AF
2975
Aldebaran Financial
$250K -$11.5K -73 -4%