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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 %
SHWM
3001
Smith & Howard Wealth Management
Georgia
$244K +$5.35K +34 +2%
WA
3002
Wealthstream Advisors
New York
$244K +$244K +1,549 New
EC
3003
EdgeRock Capital
Colorado
$243K -$14.2K -90 -6%
BA
3004
BCM Advisors
Louisiana
$243K
BWM
3005
Blossom Wealth Management
California
$243K +$243K +1,544 New
TLCM
3006
Twin Lakes Capital Management
California
$242K
CWM
3007
Collaborative Wealth Management
Florida
$242K -$3.3K -21 -1%
BA
3008
Bridge Advisory
California
$242K +$4.09K +26 +2%
SHJ
3009
Sharkey, Howes & Javer
Colorado
$242K
WHCI
3010
W.H. Cornerstone Investments
Massachusetts
$241K +$241K +1,530 New
TF
3011
TimeScale Financial
Massachusetts
$240K +$2.36K +15 +1%
SWP
3012
Summit Wealth Partners
Florida
$240K -$88.8K -564 -27%
KNW
3013
Kesler Norman & Wride
Utah
$239K
IVP
3014
Intrinsic Value Partners
Arizona
$239K
OPWM
3015
Oakwell Private Wealth Management
Texas
$238K +$13.8K +88 +6%
VF
3016
Vawter Financial
Ohio
$238K
IAP
3017
Indie Asset Partners
Indiana
$237K -$1.57K -10 -0.7%
GCM
3018
Genus Capital Management
British Columbia, Canada
$237K +$237K +1,506 New
FCMC
3019
Founders Capital Management (Connecticut)
Connecticut
$237K
TB
3020
Terril Brothers
Missouri
$237K +$15.7K +100 +7%
FPIS
3021
Financial Planning & Information Services
Wisconsin
$236K +$12.1K +77 +5%
NC
3022
NBW Capital
Massachusetts
$236K +$42K +267 +22%
ICM
3023
Intrepid Capital Management
Florida
$235K
RW
3024
REDW Wealth
New Mexico
$234K +$4.56K +29 +2%
MAM
3025
McCarthy Asset Management
California
$234K -$15.1K -96 -6%