CVX icon

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 %
RA
3151
Rise Advisors
New York
$105K +$1.47K +9 +1%
NA
3152
Nordwand Advisors
Pennsylvania
$105K -$260K -1,594 -71%
MIM
3153
Macroview Investment Management
Maryland
$102K -$8.65K -53 -8%
AFS
3154
Annapolis Financial Services
Maryland
$101K -$33.1K -203 -25%
CMP
3155
Coston McIsaac & Partners
Maine
$98K +$1.95K +12 +2%
MSFP
3156
Mark Sheptoff Financial Planning
Connecticut
$97.9K
OCM
3157
Orion Capital Management
California
$97.1K +$48.9K +300 +102%
FWA
3158
FSC Wealth Advisors
New York
$96.7K +$15.2K +93 +19%
Loomis, Sayles & Company
3159
Loomis, Sayles & Company
Massachusetts
$96K -$408K -2,507 -81%
SIC
3160
SJS Investment Consulting
Ohio
$90K -$54.5K -334 -38%
FA
3161
Fortis Advisors
Pennsylvania
$88.4K
DWA
3162
Delos Wealth Advisors
Texas
$87.6K
LFA
3163
Level Financial Advisors
New York
$86.5K
SC
3164
Stephens Consulting
Michigan
$81.7K -$2.77K -17 -3%
GAG
3165
Goodman Advisory Group
Massachusetts
$81.4K
FDCC
3166
Foster Dykema Cabot & Co
Massachusetts
$78K +$78K +477 New
CPFP
3167
Clear Perspectives Financial Planning
Ohio
$74.6K
GA
3168
GoalVest Advisory
New York
$71.5K +$20.7K +127 +41%
CWM
3169
CarsonAllaria Wealth Management
Illinois
$70K +$491 +3 +0.7%
RWM
3170
Ruedi Wealth Management
Illinois
$69.5K -$19.7K -121 -22%
RA
3171
Rational Advisors
New York
$65.3K -$1.01M -6,189 -94%
PFG
3172
Piershale Financial Group
Illinois
$65.3K
MCM
3173
Magnolia Capital Management
New York
$65K
BSWA
3174
Bromfield Sneider Wealth Advisors
Massachusetts
$63.6K
CM
3175
Cornerstone Management
Georgia
$56.1K