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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 %
RBA
626
Richard Bernstein Advisors
New York
$11M
PAI
627
Pittenger & Anderson Inc
Nebraska
$11M +$724K +4,435 +7%
DIA
628
Dean Investment Associates
Ohio
$11M +$218K +1,335 +2%
BFS
629
Bard Financial Services
Connecticut
$11M +$28.6K +175 +0.3%
SS
630
Simplicity Solutions
Minnesota
$10.9M +$5.95M +36,453 +119%
EDRH
631
Edmond de Rothschild Holding
Switzerland
$10.9M -$6.24M -38,270 -36%
MLL
632
Moody Lynn & Lieberson
Massachusetts
$10.9M -$5.14M -31,526 -32%
AIA
633
Allied Investment Advisors
Montana
$10.9M -$154K -944 -1%
KFP
634
KMG Fiduciary Partners
Ohio
$10.8M +$1.02M +6,226 +10%
NRS
635
Neville Rodie & Shaw
New York
$10.8M
MIM
636
Montgomery Investment Management
Maryland
$10.7M -$1.63K -10 -0%
HAI
637
Hennessy Advisors Inc
California
$10.6M -$392K -2,400 -4%
VF
638
Vest Financial
Virginia
$10.6M +$1.97M +12,067 +23%
PP
639
Patten & Patten
Tennessee
$10.6M +$947K +5,803 +10%
ANBT
640
American National Bank & Trust
Texas
$10.5M +$784K +4,805 +8%
HC
641
Hendley & Co
Ohio
$10.4M +$1.76M +10,781 +20%
CII
642
Capital International Inc
California
$10.3M -$4.77M -29,222 -32%
KRSITF
643
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.3M -$202K -1,237 -2%
WIM
644
WealthPlan Investment Management
Nebraska
$10.3M -$8.68M -53,228 -46%
LOPW
645
Live Oak Private Wealth
North Carolina
$10.3M -$129K -791 -1%
BL
646
Balentine LLC
Georgia
$10.3M +$584K +3,581 +6%
VWA
647
Visionary Wealth Advisors
Illinois
$10.3M -$7.83K -48 -0.1%
MAP
648
Managed Asset Portfolios
Michigan
$10.3M +$1.74M +10,645 +20%
SCP
649
Stamos Capital Partners
California
$10.2M +$1.36M +8,320 +15%
BIA
650
Biondo Investment Advisors
Pennsylvania
$10.2M +$33.6K +206 +0.3%