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 %
HIIFS
3176
Harel Insurance Investments & Financial Services
Israel
$91K -$694K -4,430 -88%
GKIM
3177
GW&K Investment Management
Massachusetts
$91K +$89.1K +568 +4,733%
SIC
3178
SJS Investment Consulting
Ohio
$88.9K +$2.04K +13 +2%
BBPWM
3179
Blue Bell Private Wealth Management
Pennsylvania
$86.5K +$64.8K +412 +299%
HIM
3180
Hillsdale Investment Management
Ontario, Canada
$85.8K +$44.1K +280 +106%
DWA
3181
Delos Wealth Advisors
Texas
$84.6K +$157 +1 +0.2%
LFA
3182
Level Financial Advisors
New York
$83.4K
RMA
3183
Roffman Miller Associates
Pennsylvania
$81K +$81K +515 New
GAG
3184
Goodman Advisory Group
Massachusetts
$78.5K
DI
3185
Disciplined Investments
Oklahoma
$76.5K -$410K -2,606 -84%
SC
3186
Stephens Consulting
Michigan
$74.9K -$3.93K -25 -5%
TWP
3187
TFO Wealth Partners
Ohio
$73.3K +$32.1K +204 +78%
SFG
3188
Steward Financial Group
Texas
$73K +$73K +469 New
CWM
3189
CarsonAllaria Wealth Management
Illinois
$68K +$630 +4 +0.9%
RWM
3190
Ruedi Wealth Management
Illinois
$67K
PFG
3191
Piershale Financial Group
Illinois
$62.9K
BSWA
3192
Bromfield Sneider Wealth Advisors
Massachusetts
$61.4K
RA
3193
Rational Advisors
New York
$61.1K -$1.89K -12 -3%
T
3194
TOBAM
France
$61K +$24.4K +154 +67%
RAM
3195
Riggs Asset Management
Pennsylvania
$58.4K +$6.92K +44 +13%
HWP
3196
Highline Wealth Partners
California
$52.9K +$1.1K +7 +2%
VAG
3197
VisionPoint Advisory Group
Texas
$52.7K +$52.7K +335 New
NOI
3198
Newton One Investments
Delaware
$51.6K +$472 +3 +0.9%
BCPWM
3199
Bradley & Co Private Wealth Management
Florida
$50.4K
MS
3200
Mizuho Securities
Japan
$50.4K +$50.4K +320 New