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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 %
CCG
676
Cypress Capital Group
Florida
$9.64M +$1.08M +6,640 +13%
EWP
677
Engrave Wealth Partners
Texas
$9.63M +$917K +5,427 +11%
FA
678
Fagan Associates
New York
$9.62M -$4.9K -30 -0.1%
PIA
679
Petredis Investment Advisors
Pennsylvania
$9.6M +$155K +950 +2%
HWM
680
HFG Wealth Management
Texas
$9.6M +$9.6M +58,840 New
LCM
681
LVM Capital Management
Michigan
$9.56M +$662K +4,060 +7%
SC
682
Sepio Capital
Utah
$9.55M -$164K -1,005 -2%
CC
683
Cadinha & Co
Hawaii
$9.52M -$6.2M -37,971 -39%
TCOT
684
Trust Company of Toledo
Ohio
$9.44M +$318K +1,948 +3%
CNBT
685
Canandaigua National Bank & Trust
New York
$9.43M +$9.43M +57,818 New
FDCDDQ
686
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.37M +$743K +4,556 +9%
BCM
687
Birmingham Capital Management
Alabama
$9.36M -$167K -1,024 -2%
AssetMark Inc
688
AssetMark Inc
California
$9.31M +$3.36M +20,577 +56%
API
689
Advisor Partners II
California
$9.3M +$47K +288 +0.5%
AWM
690
Axxcess Wealth Management
California
$9.29M +$589K +3,609 +7%
WP
691
WealthPLAN Partners
Nebraska
$9.28M -$9.76M -59,818 -51%
SPC
692
Sigma Planning Corp
Michigan
$9.27M +$12.2K +75 +0.1%
SP
693
Symmetry Partners
Connecticut
$9.23M +$1.38M +8,468 +18%
MGP
694
Metis Global Partners
California
$9.23M +$3.09M +18,925 +50%
GIM
695
Grassi Investment Management
California
$9.2M
ISB
696
Iowa State Bank
Iowa
$9.17M -$397K -2,433 -4%
WAS
697
Wealth Advisory Solutions
Indiana
$9.13M -$2.49M -15,246 -21%
NMIMC
698
Northwestern Mutual Investment Management Company
Wisconsin
$9.12M +$26.6K +163 +0.3%
SIG
699
Sky Investment Group
Connecticut
$9.12M -$72.4K -444 -0.8%
WDC
700
Woodward Diversified Capital
California
$9.08M -$4.08K -25 -0%