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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 %
RC
3051
Rovin Capital
Arizona
$223K
TWM
3052
TMD Wealth Management
Arizona
$223K +$223K +1,417 New
FB
3053
First Bancorp
Maine
$222K
CWM
3054
Cahaba Wealth Management
Georgia
$222K +$9.12K +58 +4%
AWM
3055
Avaii Wealth Management
Wisconsin
$222K -$65.8K -418 -23%
TFM
3056
TFC Financial Management
Massachusetts
$221K +$93.5K +594 +73%
HWM
3057
Hemington Wealth Management
Virginia
$221K -$11.3K -72 -5%
SIAM
3058
Sterling Investment Advisors (Missouri)
Missouri
$220K
VF
3059
VitalStone Financial
Texas
$220K +$69.5K +428 +46%
CCM
3060
Condor Capital Management
New Jersey
$220K -$2.04M -12,940 -90%
AWM
3061
Aprio Wealth Management
Georgia
$220K +$220K +1,395 New
BAG
3062
Briggs Advisory Group
Rhode Island
$219K +$2.52K +16 +1%
RWRC
3063
R.W. Roge & Company
New York
$218K
BBW
3064
Blue Barn Wealth
Utah
$217K -$15.1K -96 -6%
MWA
3065
Motive Wealth Advisors
Michigan
$217K +$4.56K +29 +2%
CCM
3066
Chiron Capital Management
Florida
$217K +$15.7K +100 +8%
QCIG
3067
Quad-Cities Investment Group
Iowa
$217K
PA
3068
Parkside Advisors
California
$216K -$28.6K -182 -12%
RMCM
3069
Reynders McVeigh Capital Management
Massachusetts
$216K +$216K +1,373 New
PP
3070
PFS Partners
New Jersey
$216K -$3.78K -24 -2%
PP
3071
Pegasus Partners
Wisconsin
$215K
HHAA
3072
Henry H. Armstrong Associates
Pennsylvania
$215K +$2.68K +17 +1%
ACP
3073
Arcus Capital Partners
Georgia
$214K +$157 +1 +0.1%
MCI
3074
MRP Capital Investments
Georgia
$214K
FAM
3075
Fenimore Asset Management
New York
$213K +$157 +1 +0.1%