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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 %
FA
801
Fiduciary Alliance
South Carolina
$7.03M +$399K +2,447 +6%
CK
802
Cohen Klingenstein
New York
$7.02M
CCC
803
Chelsea Counsel Company
California
$7M +$40.8K +250 +0.6%
NLGIA
804
Nippon Life Global Investors Americas
New York
$7M -$19.3M -118,380 -73%
NW
805
NewEdge Wealth
Pennsylvania
$6.97M +$337K +2,064 +5%
WAG
806
Wallace Advisory Group
California
$6.91M -$18.6K -114 -0.3%
WAS
807
WESPAC Advisors SoCal
California
$6.89M +$26.3K +161 +0.4%
CAL
808
Capital Analysts LLC
Pennsylvania
$6.88M +$289K +1,773 +4%
TNBTD
809
Trustmark National Bank Trust Department
Mississippi
$6.87M -$3.48M -21,341 -34%
SCM
810
Stonebridge Capital Management
California
$6.86M -$457K -2,802 -6%
IWA
811
IBEX Wealth Advisors
New Jersey
$6.86M -$3.65M -22,360 -35%
CIA
812
Covington Investment Advisors
Pennsylvania
$6.84M +$1.27M +7,810 +23%
DCM
813
Dudley Capital Management
Virginia
$6.83M +$74.2K +455 +1%
BOH
814
Bank of Hawaii
Hawaii
$6.83M -$121K -740 -2%
SMWM
815
Silvia McColl Wealth Management
California
$6.82M +$13.5K +83 +0.2%
SCI
816
S&CO Inc
Massachusetts
$6.81M
GRP
817
Global Retirement Partners
California
$6.78M +$1.77M +11,301 +35%
HC
818
Hourglass Capital
Texas
$6.77M -$89.7K -550 -1%
BFM
819
Boston Financial Management
Massachusetts
$6.75M +$4.81M +29,493 +248%
PWAG
820
Polaris Wealth Advisory Group
California
$6.74M +$5.92M +36,257 +719%
LNWWM
821
Laird Norton Wetherby Wealth Management
California
$6.72M -$71.3K -437 -1%
FNBT
822
FineMark National Bank & Trust
Florida
$6.71M -$86K -527 -1%
PI
823
Putnam Investments
Massachusetts
$6.7M +$400K +2,453 +6%
BSW
824
Buckingham Strategic Wealth
Missouri
$6.67M
FMTC
825
Farmers & Merchants Trust Company
California
$6.64M +$35.4K +217 +0.5%