CVX icon

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 %
TCM
3126
TD Capital Management
Tennessee
$170K
PP
3127
PrairieView Partners
Minnesota
$166K +$23.5K +150 +16%
JSAM
3128
J. Safra Asset Management
New York
$164K
LJHT
3129
Laurie J. Hall Trustee
$163K
TFA
3130
Toth Financial Advisory
Virginia
$163K -$2.68K -17 -2%
HB
3131
Horizon Bancorp
Indiana
$162K +$55.2K +350 +52%
CSC
3132
Cove Street Capital
California
$157K
SCA
3133
Stuart Chaussee & Associates
California
$157K
AWM
3134
Abound Wealth Management
Tennessee
$155K +$22.8K +145 +17%
SFCL
3135
Strengthening Families & Communities LLC
Massachusetts
$154K +$109K +690 +243%
RDIA
3136
RE Dickinson Investment Advisors
Iowa
$148K -$51.3K -326 -26%
PWMG
3137
Prestige Wealth Management Group
New Jersey
$147K +$11K +70 +8%
WCMN
3138
Westchester Capital Management (Nebraska)
Nebraska
$147K
AA
3139
AlphaMark Advisors
Kentucky
$144K +$157 +1 +0.1%
GFL
3140
Granite FO LLC
New Hampshire
$142K -$267K -1,700 -65%
DEM
3141
Disciplined Equity Management
Florida
$142K
ACM
3142
Antonetti Capital Management
Florida
$141K -$157 -1 -0.1%
CYG
3143
Clean Yield Group
Vermont
$139K
EARNEST Partners
3144
EARNEST Partners
Georgia
$138K
WWP
3145
WR Wealth Planners
Missouri
$137K -$6.14K -39 -4%
CMA
3146
Cedar Mountain Advisors
Oregon
$134K +$157 +1 +0.1%
FFL
3147
Financial Freedom LLC
Ohio
$131K +$1.26K +8 +1%
JMF
3148
Johnson Midwest Financial
Iowa
$131K +$4.56K +29 +4%
FPFS
3149
First Personal Financial Services
North Carolina
$128K
NF
3150
Norwood Financial
Pennsylvania
$127K