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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 %
QCIG
3026
Quad-Cities Investment Group
Iowa
$225K
PGWM
3027
Parisi Gray Wealth Management
New Jersey
$224K +$9.63K +59 +4%
RIS
3028
Retirement Income Solutions
Michigan
$223K +$223K +1,369 New
PP
3029
Pegasus Partners
Wisconsin
$223K -$51.1K -313 -19%
NG
3030
Northstar Group
New York
$223K -$19.6K -120 -8%
FEM
3031
Fulcrum Equity Management
Texas
$223K +$223K +1,366 New
ACP
3032
Arcus Capital Partners
Georgia
$222K -$653 -4 -0.3%
MCI
3033
MRP Capital Investments
Georgia
$222K -$48.6K -298 -18%
AWA
3034
Authentikos Wealth Advisory
California
$221K +$221K +1,232 New
CWM
3035
Cahaba Wealth Management
Georgia
$221K +$4.24K +26 +2%
FAM
3036
Fenimore Asset Management
New York
$221K +$326 +2 +0.1%
MWA
3037
Motive Wealth Advisors
Michigan
$221K -$52.4K -321 -19%
HHAA
3038
Henry H. Armstrong Associates
Pennsylvania
$220K
GBWM
3039
Granite Bay Wealth Management
New Hampshire
$220K -$2.13K -13 -1%
SGC
3040
Slocum, Gordon & Co
Rhode Island
$220K
I
3041
INVST
Indiana
$219K -$735K -4,401 -77%
TFO
3042
Tarbox Family Office
California
$219K -$1.47K -9 -0.7%
AWA
3043
Aquire Wealth Advisors
Utah
$219K
ME
3044
McIlrath & Eck
Washington
$219K +$8.97K +55 +4%
SSWM
3045
Strait & Sound Wealth Management
California
$218K -$10.3K -63 -4%
VWM
3046
Vigilare Wealth Management
Arizona
$218K
GC
3047
GFG Capital
Florida
$218K +$537 +3 +0.2%
AWP
3048
Accretive Wealth Partners
New Jersey
$217K +$217K +1,332 New
OL
3049
Optas LLC
Texas
$217K +$26.1K +160 +14%
EAM
3050
Empirical Asset Management
Massachusetts
$216K -$1.38M -8,461 -86%