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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 %
CA
3101
Cumberland Advisors
Florida
$203K
FPWM
3102
FSB Premier Wealth Management
Iowa
$203K -$106K -672 -34%
GMA
3103
Glassy Mountain Advisors
Maryland
$202K +$202K +1,286 New
NMG
3104
New Millennium Group
Utah
$202K -$30.4K -193 -13%
DA
3105
Detalus Advisors
Missouri
$202K +$1.1K +7 +0.5%
PFA
3106
Petra Financial Advisors
Colorado
$201K
AWM
3107
Arista Wealth Management
Nevada
$201K +$157 +1 +0.1%
FNWM
3108
Financial Network Wealth Management
Utah
$201K
HA
3109
Hofer & Associates
California
$201K -$83.4K -530 -29%
SHFA
3110
SC&H Financial Advisors
Maryland
$200K +$200K +1,273 New
BAM
3111
Bellevue Asset Management
Washington
$200K +$630 +4 +0.3%
RIP
3112
RAM Investment Partners
Washington
$200K +$200K +1,272 New
GSAM
3113
Grant Street Asset Management
Pennsylvania
$200K +$3.31K +21 +2%
CFG
3114
CKW Financial Group
Hawaii
$200K +$314 +2 +0.2%
SF
3115
Safeguard Financial
Wisconsin
$200K +$3.29K +21 +2%
LFA
3116
Laraway Financial Advisors
Minnesota
$195K
HFM
3117
Harvest Fund Management
China
$189K -$125K -795 -40%
CA
3118
Centerpoint Advisors
Massachusetts
$189K -$12.6K -80 -6%
EWP
3119
Elevation Wealth Partners
California
$186K +$315 +2 +0.2%
APC
3120
Aspire Private Capital
North Carolina
$180K +$157 +1 +0.1%
CCMI
3121
Creative Capital Management Investments
California
$176K -$120K -762 -41%
OBWP
3122
O'Brien Wealth Partners
Massachusetts
$175K -$30.8K -196 -15%
PIAS
3123
PCA Investment Advisory Services
Ohio
$174K +$174K +1,105 New
WBC
3124
Westpac Banking Corp
Australia
$170K -$25.3M -160,833 -99%
CCM
3125
CAAS Capital Management
New York
$170K +$170K +1,083 New