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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 %
WFA
3001
Wade Financial Advisory
California
$237K
CCIA
3002
Campbell & Co Investment Adviser
Maryland
$237K -$397K -2,436 -63%
TIA
3003
Tiemann Investment Advisors
California
$237K -$16.3K -100 -6%
ES
3004
Eagle Strategies
New York
$236K +$13.4K +82 +6%
FEG
3005
Financial Enhancement Group
Indiana
$235K +$29.3K +191 +14%
DIS
3006
Diversified Investment Strategies
Louisiana
$234K
GC
3007
Garde Capital
Washington
$234K +$25.1K +154 +12%
OPWM
3008
Oakwell Private Wealth Management
Texas
$233K +$7.02K +43 +3%
FPIS
3009
Financial Planning & Information Services
Wisconsin
$232K
MAWCM
3010
Mine & Arao Wealth Creation & Management
California
$232K -$7.67K -47 -3%
RC
3011
Rovin Capital
Arizona
$231K -$6.68K -41 -3%
FIM
3012
Fernwood Investment Management
Massachusetts
$230K +$979 +6 +0.4%
FB
3013
First Bancorp
Maine
$230K
KA
3014
Kooman & Associates
Pennsylvania
$230K -$653 -4 -0.3%
CWA
3015
Clarus Wealth Advisors
Arizona
$230K -$173K -1,029 -43%
AA
3016
AlphaCentric Advisors
Puerto Rico
$229K -$9.63K -59 -4%
TB
3017
Terril Brothers
Missouri
$229K +$38.5K +236 +20%
SIAM
3018
Sterling Investment Advisors (Missouri)
Missouri
$228K
NIC
3019
Northwest Investment Counselors
Oregon
$228K -$114K -700 -33%
PP
3020
PFS Partners
New Jersey
$227K +$49.8K +305 +28%
CCM
3021
Crew Capital Management
Ohio
$226K +$226K +1,387 New
RWRC
3022
R.W. Roge & Company
New York
$226K +$16.3K +100 +8%
BAG
3023
Briggs Advisory Group
Rhode Island
$225K
MWM
3024
Meritas Wealth Management
California
$225K +$2.61K +16 +1%
CFO
3025
Custos Family Office
Texas
$225K +$225K +1,379 New