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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 %
BWM
451
Buckley Wealth Management
Nevada
$18.5M -$148K -909 -0.8%
DWM
452
Dakota Wealth Management
Florida
$18.5M -$747K -4,580 -4%
VPIM
453
Vanguard Personalized Indexing Management
California
$18.4M +$3.42M +20,955 +23%
VAS
454
Vestmark Advisory Solutions
Massachusetts
$18.3M +$23K +141 +0.1%
SC
455
Scotia Capital
Ontario, Canada
$18.3M -$1.13M -6,952 -6%
ZCM
456
Ziegler Capital Management
Illinois
$18.1M +$161K +986 +0.9%
KCM
457
Kanawha Capital Management
Virginia
$18M +$228K +1,400 +1%
RIA
458
RPG Investment Advisory
California
$18M -$56.9K -349 -0.3%
CAC
459
Core Alternative Capital
Georgia
$18M -$2.01M -12,304 -10%
HFS
460
Hantz Financial Services
Michigan
$18M +$209K +1,279 +1%
HWM
461
HB Wealth Management
Georgia
$18M +$401K +2,458 +2%
PFS
462
Prospera Financial Services
Texas
$18M +$7.44M +45,612 +71%
EB
463
Eastern Bank
Massachusetts
$17.9M +$12.1M +74,214 +210%
BHWM
464
Bar Harbor Wealth Management
New Hampshire
$17.8M -$508K -3,113 -3%
SOAMC
465
Spirit of America Management Corp
New York
$17.8M -$196K -1,200 -1%
ELI
466
Empire Life Investments
Ontario, Canada
$17.8M +$99.9K +612 +0.6%
FHA
467
First Horizon Advisors
Tennessee
$17.8M +$745K +4,565 +4%
WS
468
Wedbush Securities
California
$17.7M +$858K +5,256 +5%
CTI
469
Community Trust & Investment
Kentucky
$17.7M -$533K -3,265 -3%
HTHT
470
Hemenway Trust Hemenway Trust
New Hampshire
$17.6M +$1.34M +8,202 +8%
CA
471
Callahan Advisors
Texas
$17.6M -$85K -521 -0.5%
RAM
472
Redmond Asset Management
Virginia
$17.5M +$77.5K +475 +0.4%
AP
473
Americana Partners
Texas
$17.3M -$418K -2,564 -2%
TW
474
Transform Wealth
Colorado
$17.1M +$3.87M +23,714 +29%
BG
475
Bollard Group
Massachusetts
$17.1M +$121K +739 +0.7%