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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 %
HWA
3151
HHM Wealth Advisors
Tennessee
$126K -$13.2K -84 -9%
MSFP
3152
Mark Sheptoff Financial Planning
Connecticut
$126K +$31.5K +200 +33%
IHWM
3153
Iron Horse Wealth Management
Iowa
$125K +$1.42K +9 +1%
DCM
3154
Disciplina Capital Management
Tennessee
$125K +$77.3K +491 +163%
NC
3155
NewSquare Capital
Pennsylvania
$120K +$89.7K +570 +292%
FDCC
3156
Foster Dykema Cabot & Co
Massachusetts
$119K +$44.2K +282 +59%
MWM
3157
Mascoma Wealth Management
New Hampshire
$118K -$16.9K -106 -13%
PG
3158
Proffitt & Goodson
Tennessee
$117K
CM
3159
Capula Management
Cayman Islands
$116K -$569K -3,613 -83%
LWA
3160
Lowe Wealth Advisors
Maryland
$116K
HWM
3161
HighMark Wealth Management
Minnesota
$113K +$2.48K +16 +2%
UIA
3162
Ulland Investment Advisors
Minnesota
$113K
CPG
3163
Cornerstone Planning Group
New Jersey
$113K +$113K +716 New
IRAG
3164
Investment Research & Advisory Group
Georgia
$111K
AFS
3165
Annapolis Financial Services
Maryland
$109K +$11.8K +75 +12%
TCM
3166
Tradewinds Capital Management
Washington
$103K -$1.26K -8 -1%
SHIM
3167
Stone House Investment Management
Pennsylvania
$101K -$31.1K -198 -23%
NA
3168
Nordwand Advisors
Pennsylvania
$101K
RA
3169
Rise Advisors
New York
$100K -$1.1K -7 -1%
MFT
3170
Moisand Fitzgerald Tamayo
Florida
$99.3K -$18.4K -117 -16%
MIM
3171
Macroview Investment Management
Maryland
$98.8K
CTWM
3172
Cherry Tree Wealth Management
Minnesota
$98.3K +$98.3K +625 New
CMP
3173
Coston McIsaac & Partners
Maine
$95K +$157 +1 +0.2%
FWA
3174
FSC Wealth Advisors
New York
$93.7K +$472 +3 +0.5%
GA
3175
GoalVest Advisory
New York
$91.4K +$22.5K +143 +33%