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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 %
EA
3076
Echo45 Advisors
California
$207K -$2.94K -18 -1%
BAM
3077
Bellevue Asset Management
Washington
$207K -$48.5K -297 -19%
RDIA
3078
RE Dickinson Investment Advisors
Iowa
$207K -$9.8K -60 -5%
CFG
3079
CKW Financial Group
Hawaii
$207K +$326 +2 +0.2%
HAG
3080
HF Advisory Group
Maryland
$206K
AWA
3081
Aletheian Wealth Advisors
Washington
$205K +$205K +1,259 New
AA
3082
ACT Advisors
North Carolina
$205K -$18.9K -116 -8%
SF
3083
Safeguard Financial
Wisconsin
$205K +$205K +1,254 New
AFG
3084
Affinia Financial Group
Massachusetts
$205K +$205K +1,195 New
LAM
3085
Lifestyle Asset Management
Texas
$205K +$205K +1,254 New
WH
3086
Whitcomb & Hess
Ohio
$205K
CSIA
3087
Carl Stuart Investment Advisor
Texas
$205K
GSAM
3088
Grant Street Asset Management
Pennsylvania
$204K -$24.5K -150 -11%
D
3089
Dentgroup
Louisiana
$204K
KPWG
3090
KFA Private Wealth Group
Virginia
$203K +$11.7K +72 +6%
LFA
3091
Laraway Financial Advisors
Minnesota
$202K +$202K +1,241 New
FWM
3092
FMB Wealth Management
California
$202K -$42.4K -260 -17%
IFA
3093
Interactive Financial Advisors
Illinois
$202K
NC
3094
NBW Capital
Massachusetts
$201K +$15.8K +97 +9%
GWM
3095
GoalFusion Wealth Management
Texas
$201K
ETS
3096
ESL Trust Services
New York
$201K
GJCM
3097
Grand Jean Capital Management
California
$201K +$16.3K +100 +9%
HIF
3098
Hill Island Financial
Michigan
$200K -$10.9K -68 -5%
VC
3099
Vestor Capital
Illinois
$199K -$17.5K -107 -8%
EWP
3100
Elevation Wealth Partners
California
$192K +$192K +1,178 New