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Chevron

3,248 hedge funds and large institutions have $217B invested in Chevron in 2023 Q1 according to their latest regulatory filings, with 186 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
3,248
Holders Change
-21
Holders Change %
-0.64%
% of All Funds
51.99%
Holding in Top 10
261
Holding in Top 10 Change
-91
Holding in Top 10 Change %
-25.85%
% of All Funds
4.18%
New
186
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 %
AAM
3351
Arabesque Asset Management
United Kingdom
-$212K -1,180 Closed
DSA
3352
Droms Strauss Advisors
Missouri
-$211K -1,173 Closed
PFM
3353
Peak Financial Management
Massachusetts
-$209K -1,164 Closed
MIG
3354
McGuire Investment Group
Rhode Island
-$207K -1,156 Closed
AF
3355
Affiance Financial
Minnesota
-$206K -1,149 Closed
RA
3356
Riverstone Advisors
Texas
-$206K -1,145 Closed
DAM
3357
Draper Asset Management
New York
-$204K -1,134 Closed
TCOK
3358
Trust Company of Kansas
Kansas
-$203K -1,132 Closed
AC
3359
AWM Capital
Arizona
-$203K -1,129 Closed
HIS
3360
Horizon Investment Services
Indiana
-$202K -1,124 Closed
JTWM
3361
Jackson Thornton Wealth Management
Alabama
-$201K -1,121 Closed
SWM
3362
Soundmark Wealth Management
Washington
-$200K -1,117 Closed
TWM
3363
TMD Wealth Management
Arizona
-$200K -1,115 Closed
MS
3364
Marshall & Sullivan
Washington
-$197K -1,100 Closed
PWS
3365
Paragon Wealth Strategies
Florida
-$195K -1,085 Closed
KIA
3366
Kraematon Investment Advisors
Massachusetts
-$144K -803 Closed
RWMH
3367
Riverpoint Wealth Management Holdings
Illinois
-$133K -739 Closed
FWA
3368
Freedom Wealth Alliance
Wisconsin
-$124K -692 Closed
MPCL
3369
My Personal CFO LLC
Washington
-$116K -646 Closed
FIM
3370
FWL Investment Management
Texas
-$112K -626 Closed
WA
3371
WestEnd Advisors
North Carolina
-$94.8K -528 Closed
CIA
3372
Capital Impact Advisors
Massachusetts
-$84K -468 Closed
MUMSS
3373
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$66K -370 Closed
WA
3374
Win Advisors
Florida
-$63K -351 Closed
OIS
3375
Okabena Investment Services
Minnesota
-$53.8K -300 Closed