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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 %
HF
3226
Halpern Financial
Virginia
$22K -$3.15K -20 -13%
FGAM
3227
Financial Gravity Asset Management
Texas
$21.7K +$5.17K +51 +31%
PPWM
3228
PFG Private Wealth Management
Florida
$20.1K +$8.65K +55 +75%
KIG
3229
Kessler Investment Group
Indiana
$19.7K
GWM
3230
Guardian Wealth Management
Illinois
$17.5K +$157 +1 +0.9%
BAM
3231
Byrne Asset Management
New Jersey
$17K
EA
3232
Evolution Advisers
Virginia
$16K +$615 +4 +4%
VFIC
3233
Valley Forge Investment Consultants
Pennsylvania
$15.7K
TJHA
3234
Thomas J. Herzfeld Advisors
Florida
$15.7K
DMKJ
3235
David M. Knott Jr
$15K
MFA
3236
McClarren Financial Advisors
Pennsylvania
$15K +$15K +100 New
RWPA
3237
Richard W. Paul & Associates
Michigan
$14.6K +$5.35K +34 +58%
BSC
3238
Brown Shipley & Co
United Kingdom
$14.3K -$22.2K -141 -61%
CIR
3239
Clear Investment Research
Georgia
$14K -$315 -2 -2%
CWM
3240
Cranbrook Wealth Management
Michigan
$13.7K
HH
3241
HWG Holdings
Texas
$12.1K -$918K -5,837 -99%
MBFW
3242
Morton Brown Family Wealth
Pennsylvania
$10.7K -$2.36K -15 -18%
TWD
3243
True Wealth Design
Ohio
$10.6K -$239K -1,514 -96%
FA
3244
Financial Avengers
California
$10K +$157 +1 +2%
LFA
3245
Legend Financial Advisors
Pennsylvania
$8.34K
SWM
3246
Sanctuary Wealth Management
Idaho
$8.03K +$8.03K +51 New
WAM
3247
Worth Asset Management
Texas
$7.24K
TVWM
3248
Tower View Wealth Management
Wisconsin
$7K
PS
3249
PayPay Securities
Japan
$6.29K -$1.42K -9 -18%
DWMG
3250
DB Wealth Management Group
California
$5.98K