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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 %
MWM
3126
Mascoma Wealth Management
New Hampshire
$143K
EARNEST Partners
3127
EARNEST Partners
Georgia
$143K
PWMG
3128
Prestige Wealth Management Group
New Jersey
$141K -$4.24K -26 -3%
CMA
3129
Cedar Mountain Advisors
Oregon
$139K -$13.7K -84 -9%
SHIM
3130
Stone House Investment Management
Pennsylvania
$138K +$138K +843 New
AWM
3131
Abound Wealth Management
Tennessee
$136K +$45.2K +277 +49%
CAL
3132
Capital Advisors Ltd
Ohio
$136K -$181K -1,111 -57%
FFL
3133
Financial Freedom LLC
Ohio
$135K +$1.14K +7 +0.9%
FFA
3134
Fairfield Financial Advisors
Massachusetts
$134K +$134K +825 New
FPFS
3135
First Personal Financial Services
North Carolina
$133K -$17.3K -106 -12%
TFM
3136
TFC Financial Management
Massachusetts
$132K +$3.59K +22 +3%
NF
3137
Norwood Financial
Pennsylvania
$131K -$8.16K -50 -6%
JMF
3138
Johnson Midwest Financial
Iowa
$131K -$326 -2 -0.2%
IHWM
3139
Iron Horse Wealth Management
Iowa
$128K -$29.5K -181 -19%
MFT
3140
Moisand Fitzgerald Tamayo
Florida
$122K +$19.1K +117 +19%
PG
3141
Proffitt & Goodson
Tennessee
$121K
LWA
3142
Lowe Wealth Advisors
Maryland
$120K
TC
3143
Truvestments Capital
Florida
$118K -$12.7K -78 -10%
UIA
3144
Ulland Investment Advisors
Minnesota
$117K
HWM
3145
HighMark Wealth Management
Minnesota
$116K -$44.7K -274 -28%
CC
3146
Centiva Capital
New York
$115K -$672K -4,116 -85%
IRAG
3147
Investment Research & Advisory Group
Georgia
$115K
HB
3148
Horizon Bancorp
Indiana
$111K +$10.8K +66 +11%
VF
3149
VitalStone Financial
Texas
$109K -$48.6K -413 -31%
TCM
3150
Tradewinds Capital Management
Washington
$108K +$35.1K +215 +48%