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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 %
TCOV
576
Trust Company of Vermont
Vermont
$12.2M +$1.36M +8,620 +13%
TCM
577
Telos Capital Management
California
$12.2M +$392K +2,493 +3%
MLL
578
Moody Lynn & Lieberson
Massachusetts
$12.1M +$1.65M +10,499 +16%
AssetMark Inc
579
AssetMark Inc
California
$12.1M +$3.16M +20,081 +35%
SFS
580
Sowell Financial Services
Arkansas
$12.1M +$2.51M +15,926 +26%
AF
581
Allworth Financial
California
$12.1M -$84.3K -536 -0.7%
NFC
582
Northeast Financial Consultants
Connecticut
$12M -$473K -3,007 -4%
AOWM
583
Alpha Omega Wealth Management
Virginia
$12M -$357K -2,269 -3%
CGH
584
Crossmark Global Holdings
Texas
$12M -$138K -869 -1%
PWM
585
Perigon Wealth Management
California
$12M +$2.37M +15,034 +25%
MLICM
586
Metropolitan Life Insurance Company (MetLife)
New York
$11.9M -$570K -3,624 -5%
BMCM
587
Bryn Mawr Capital Management
Pennsylvania
$11.9M +$683K +4,342 +6%
ERIC
588
Eagle Rock Investment Company
Georgia
$11.9M -$49.1K -320 -0.4%
OAM
589
Oak Asset Management
California
$11.8M +$149K +944 +1%
ISL
590
Ingalls & Snyder LLC
New York
$11.8M +$31.3K +199 +0.3%
AWM
591
Absher Wealth Management
North Carolina
$11.8M +$310K +1,969 +3%
GW
592
GW & Wade
Massachusetts
$11.8M +$130K +826 +1%
LNC
593
Lincoln National Corp
Pennsylvania
$11.8M +$429K +2,728 +4%
SAA
594
Southeast Asset Advisors
Georgia
$11.7M +$197K +1,250 +2%
Optiver Holding
595
Optiver Holding
Netherlands
$11.7M +$2.08M +13,226 +22%
GCA
596
Guardian Capital Advisors
Ontario, Canada
$11.7M -$71K -445 -0.6%
KFP
597
KMG Fiduciary Partners
Ohio
$11.6M +$1.23M +7,787 +12%
CIS
598
Connors Investor Services
Pennsylvania
$11.6M -$81K -515 -0.7%
PFO
599
Pathstone Family Office
New Jersey
$11.6M +$254K +1,610 +2%
B
600
Bailard
California
$11.5M +$5.49M +34,921 +91%