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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 %
RBCM
2976
Raub Brock Capital Management
California
$250K +$944 +6 +0.4%
XT
2977
XTX Topco
Cayman Islands
$250K +$250K +1,588 New
SAM
2978
Sequent Asset Management
Texas
$250K +$157 +1 +0.1%
WFS
2979
Walker Financial Services
Kentucky
$249K +$2.68K +17 +1%
LFG
2980
Leverty Financial Group
Wisconsin
$249K +$4.56K +29 +2%
LA
2981
Lane & Associates
New Jersey
$249K -$6.14K -39 -2%
OCPWS
2982
One Charles Private Wealth Services
Massachusetts
$249K -$2.99K -19 -1%
PWP
2983
Perfromance Wealth Partners
Illinois
$249K +$249K +1,591 New
CSIA
2984
Charles Schwab Investment Advisory
California
$248K -$14.9K -95 -6%
IEFM
2985
IQ EQ Fund Management
Ireland
$248K
GHAM
2986
Gilman Hill Asset Management
Connecticut
$248K +$11K +70 +5%
AWA
2987
Alta Wealth Advisors
Massachusetts
$248K +$157 +1 +0.1%
RWG
2988
Regal Wealth Group
California
$248K
HCM
2989
Hilton Capital Management
New York
$248K +$15.1K +96 +6%
BWM
2990
BNC Wealth Management
Oregon
$247K -$2.82M -17,933 -92%
CWG
2991
Crown Wealth Group
North Carolina
$247K +$10.4K +66 +4%
UW
2992
Unique Wealth
Florida
$247K +$3.78K +24 +2%
KA
2993
Kooman & Associates
Pennsylvania
$247K +$24.9K +158 +11%
P
2994
Paradiem
Louisiana
$247K
SFG
2995
SNS Financial Group
Minnesota
$247K -$944 -6 -0.4%
AIA
2996
AIMZ Investment Advisors
California
$246K -$4.25K -27 -2%
ES
2997
Eagle Strategies
New York
$246K +$19.2K +122 +8%
FS
2998
Ferguson Shapiro
Georgia
$246K +$472 +3 +0.2%
ACA
2999
Atlas Capital Advisors
Wyoming
$246K
PFA
3000
Pathway Financial Advisors
Vermont
$246K +$472 +3 +0.2%