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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 %
CPP
3026
Capasso Planning Partners
South Carolina
$234K +$32.4K +206 +16%
SCM
3027
Stonehearth Capital Management
Massachusetts
$233K -$22K -140 -9%
FFA
3028
Fairfield Financial Advisors
Massachusetts
$233K +$103K +655 +79%
VDBMI
3029
Van Den Berg Management I
Texas
$233K
FFIC
3030
First Fiduciary Investment Counsel
Ohio
$232K
AFS
3031
AFG Fiduciary Services
Massachusetts
$232K +$154 +1 +0.1%
SWP
3032
Semus Wealth Partners
Florida
$232K +$25.6K +163 +12%
AFA
3033
American Financial Advisors
Georgia
$231K +$1.1K +7 +0.5%
AMM
3034
American Money Management
California
$230K -$2.36K -15 -1%
4WM
3035
4J Wealth Management
Virginia
$230K
FWM
3036
ForthRight Wealth Management
Georgia
$230K -$26.7K -170 -10%
AT
3037
Avalon Trust
New Mexico
$229K -$31.5K -200 -12%
CSA
3038
Cottage Street Advisors
Massachusetts
$229K -$8.03K -51 -3%
WFA
3039
Wade Financial Advisory
California
$229K
KOC
3040
Koss-Olinger Consulting
Florida
$228K -$15.7K -100 -6%
AWA
3041
Authentikos Wealth Advisory
California
$227K +$33K +210 +17%
I
3042
INVST
Indiana
$226K +$19.4K +123 +9%
DIS
3043
Diversified Investment Strategies
Louisiana
$226K
BWM
3044
BCGM Wealth Management
Indiana
$226K +$226K +1,435 New
GC
3045
Garde Capital
Washington
$225K
MWM
3046
Meritas Wealth Management
California
$225K +$7.87K +50 +4%
PGWM
3047
Parisi Gray Wealth Management
New Jersey
$224K
NG
3048
Northstar Group
New York
$224K +$9.29K +59 +4%
HAG
3049
HF Advisory Group
Maryland
$224K +$25.7K +163 +13%
FIM
3050
Fernwood Investment Management
Massachusetts
$223K +$1.1K +7 +0.5%