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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 %
MAWCM
3076
Mine & Arao Wealth Creation & Management
California
$213K -$10.4K -66 -5%
BWM
3077
BlackDiamond Wealth Management
New York
$213K +$213K +1,310 New
TIA
3078
Tiemann Investment Advisors
California
$212K -$15.7K -100 -7%
AWP
3079
Accretive Wealth Partners
New Jersey
$212K +$2.68K +17 +1%
SGC
3080
Slocum, Gordon & Co
Rhode Island
$212K
SMF
3081
Sterling Manor Financial
New York
$211K -$200K -1,269 -49%
AA
3082
AlphaCentric Advisors
Puerto Rico
$211K -$9.6K -61 -4%
AWA
3083
Aquire Wealth Advisors
Utah
$211K
VWM
3084
Vigilare Wealth Management
Arizona
$211K
EAM
3085
Empirical Asset Management
Massachusetts
$210K +$1.42K +9 +0.7%
TFO
3086
Tarbox Family Office
California
$210K -$944 -6 -0.4%
WMC
3087
Westwood Management Corporation
Illinois
$210K -$339K -2,156 -62%
IF
3088
Integrity Financial
Wyoming
$209K -$410K -2,604 -66%
SFPG
3089
Stonebridge Financial Planning Group
Florida
$208K -$94.4K -600 -31%
MIG
3090
McGuire Investment Group
Rhode Island
$208K +$208K +1,323 New
ME
3091
McIlrath & Eck
Washington
$206K -$4.56K -29 -2%
AG
3092
Algert Global
California
$206K +$206K +1,307 New
HAC
3093
Harbor Advisory Corp
New Hampshire
$206K +$206K +1,308 New
RRC
3094
Relaxing Retirement Coach
Massachusetts
$205K +$1.42K +9 +0.7%
CMP
3095
Courage Miller Partners
Virginia
$204K
LAM
3096
Lifestyle Asset Management
Texas
$204K +$7.08K +45 +4%
PWA
3097
PCG Wealth Advisors
Kansas
$204K +$157 +1 +0.1%
DGI
3098
Disciplined Growth Investors
Minnesota
$204K
BCP
3099
Blue Chip Partners
Michigan
$204K +$20.5K +130 +11%
RWI
3100
Red Wave Investments
Pennsylvania
$203K