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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 %
WPWM
3201
Western Pacific Wealth Management
Illinois
$33.4K
AWA
3202
Artemis Wealth Advisors
New York
$33.3K +$33.3K +204 New
PCC
3203
Park Circle Company
Maryland
$32.6K
LD
3204
Lipe & Dalton
New York
$32K -$55.2K -340 -63%
NC
3205
NewSquare Capital
Pennsylvania
$31.9K +$11K +67 +52%
CQS
3206
Credential Qtrade Securities
$31.2K -$15.7K -96 -33%
CJL
3207
Cyrus J. Lawrence
New York
$28K
RBC
3208
Roble Belko & Company
Pennsylvania
$27K
HF
3209
Halpern Financial
Virginia
$26.1K
RTL
3210
Red Tortoise LLC
Georgia
$24.5K -$9.14K -56 -27%
MWC
3211
MBM Wealth Consultants
Missouri
$24K
BBPWM
3212
Blue Bell Private Wealth Management
Pennsylvania
$22.5K
BAM
3213
Baldrige Asset Management
Pennsylvania
$22K
ST
3214
Sageworth Trust
Pennsylvania
$21.5K -$3.43K -21 -14%
KIG
3215
Kessler Investment Group
Indiana
$20.4K
PCOC
3216
Power Corp of Canada
Canada
$18.7K +$18.7K +120 New
BAM
3217
Byrne Asset Management
New Jersey
$18K -$991 -6 -5%
GWM
3218
Guardian Wealth Management
Illinois
$18K +$163 +1 +0.9%
VFIC
3219
Valley Forge Investment Consultants
Pennsylvania
$16.3K
TJHA
3220
Thomas J. Herzfeld Advisors
Florida
$16.3K
RF
3221
Robbins Farley
New Hampshire
$16.3K +$16.3K +100 New
DMKJ
3222
David M. Knott Jr
$16K
EA
3223
Evolution Advisers
Virginia
$16K
CIR
3224
Clear Investment Research
Georgia
$14.8K +$8.13K +50 +122%
CWM
3225
Cranbrook Wealth Management
Michigan
$14.1K +$162 +1 +1%