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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 %
V
501
Veritable
Delaware
$15.4M +$65K +413 +0.4%
CRWM
502
Castle Rock Wealth Management
California
$15.4M +$849K +5,431 +6%
TTWM
503
TCV Trust & Wealth Management
Virginia
$15.4M -$324K -2,062 -2%
SPC
504
Stewart & Patten Company
California
$15.3M -$121K -766 -0.8%
SB
505
Simmons Bank
Arkansas
$15.3M +$342K +2,176 +2%
MC
506
Moors & Cabot
Massachusetts
$15.2M -$456K -2,896 -3%
WIC
507
Woodmont Investment Counsel
Tennessee
$15.2M +$737K +4,683 +5%
EWA
508
Exencial Wealth Advisors
Oklahoma
$15.2M -$361K -2,296 -2%
AFCM
509
Applied Finance Capital Management
Puerto Rico
$15.1M +$457K +2,905 +3%
VW
510
Vantage Wealth
California
$15M +$283K +1,800 +2%
HW
511
Hancock Whitney
Mississippi
$15M -$1.09M -6,913 -7%
FSA
512
Franklin Street Advisors
North Carolina
$14.9M +$214K +1,358 +1%
WSFS
513
Wilmington Savings Fund Society
Delaware
$14.8M -$134K -851 -0.9%
BS
514
Banco Santander
Spain
$14.8M +$6.55M +41,657 +80%
HR
515
Howe & Rusling
New York
$14.7M -$61.8K -393 -0.4%
GAM
516
Gotham Asset Management
New York
$14.6M +$1.7M +10,826 +13%
MFA
517
Mayflower Financial Advisors
Massachusetts
$14.5M -$15.7K -100 -0.1%
FPCG
518
Fort Pitt Capital Group
Pennsylvania
$14.5M +$1.02M +6,455 +8%
BFIM
519
Beese Fulmer Investment Management
Ohio
$14.5M +$71.8K +456 +0.5%
MIA
520
MainStreet Investment Advisors
Illinois
$14.4M -$428K -2,719 -3%
PCM
521
Parsons Capital Management
Rhode Island
$14.4M +$707K +4,493 +5%
RCYC
522
Richard C. Young & Co
Rhode Island
$14.3M +$333K +2,118 +2%
CRC
523
Curi RMB Capital
Illinois
$14.3M +$977K +6,212 +7%
GIM
524
Goelzer Investment Management
Indiana
$14.2M -$983K -6,249 -6%
LW
525
Linscomb Wealth
Texas
$14.2M -$924K -5,872 -6%