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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 %
VCM
626
Violich Capital Management
California
$11M -$22K -140 -0.2%
B
627
Barings
North Carolina
$11M -$42K -267 -0.4%
ANBT
628
American National Bank & Trust
Texas
$10.9M +$781K +4,964 +8%
DP
629
Dearborn Partners
Illinois
$10.9M -$256K -1,627 -2%
SCA
630
Snowden Capital Advisors
New York
$10.8M +$1.41M +8,931 +15%
CWM
631
Calamos Wealth Management
Illinois
$10.8M -$258K -1,639 -2%
MDCM
632
Morgan Dempsey Capital Management
Wisconsin
$10.7M -$289K -1,837 -3%
CIA
633
CCM Investment Advisers
South Carolina
$10.7M -$235K -1,492 -2%
MIC
634
Means Investment Company
Maine
$10.6M -$59.2K -376 -0.6%
AIA
635
Allied Investment Advisors
Montana
$10.6M +$113K +721 +1%
LCM
636
LVM Capital Management
Michigan
$10.6M +$1.35M +8,575 +15%
HC
637
Hendley & Co
Ohio
$10.5M +$529K +3,360 +5%
NB
638
NBT Bank
New York
$10.5M -$141K -897 -1%
SW
639
SVB Wealth
Massachusetts
$10.5M -$1.54M -9,816 -13%
MBTD
640
Mechanics Bank - Trust Department
California
$10.5M -$496K -3,152 -5%
BHPW
641
Beverly Hills Private Wealth
California
$10.5M +$4.87M +30,573 +86%
BFS
642
Bard Financial Services
Connecticut
$10.5M -$59K -375 -0.6%
SCP
643
Stamos Capital Partners
California
$10.5M +$582K +3,700 +6%
1IA
644
1834 Investment Advisors
Wisconsin
$10.4M +$832K +5,289 +9%
FLPIM
645
F.L. Putnam Investment Management
Massachusetts
$10.4M +$634K +4,032 +6%
SAM
646
Strategy Asset Managers
California
$10.4M +$745K +4,735 +8%
MIM
647
Montgomery Investment Management
Maryland
$10.3M
NRS
648
Neville Rodie & Shaw
New York
$10.3M -$59K -375 -0.6%
AWAG
649
ARS Wealth Advisors Group
Florida
$10.3M -$379K -2,407 -4%
MAP
650
Managed Asset Portfolios
Michigan
$10.2M +$346K +2,198 +3%