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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 %
FNBT
826
FineMark National Bank & Trust
Florida
$6.66M +$187K +1,186 +3%
CSPIA
827
Cary Street Partners Investment Advisory
Virginia
$6.66M +$541K +3,437 +9%
DCM
828
Dudley Capital Management
Virginia
$6.65M +$65.3K +415 +1%
SMWM
829
Silvia McColl Wealth Management
California
$6.58M +$472 +3 +0%
LFAS
830
Level Four Advisory Services
Texas
$6.57M -$347K -2,206 -5%
BSW
831
Buckingham Strategic Wealth
Missouri
$6.55M +$701K +4,452 +12%
AC
832
Abbrea Capital
California
$6.54M +$142K +905 +2%
HSA
833
HBK Sorce Advisory
Pennsylvania
$6.49M -$407K -2,589 -6%
SCI
834
S&CO Inc
Massachusetts
$6.47M -$92.2K -586 -1%
VFA
835
Valeo Financial Advisors
Indiana
$6.45M +$496K +4,547 +8%
FMTC
836
Farmers & Merchants Trust Company
California
$6.43M +$29.9K +190 +0.5%
TNBTD
837
Trustmark National Bank Trust Department
Mississippi
$6.43M -$194K -1,230 -3%
PT
838
Plimoth Trust
Massachusetts
$6.39M +$109K +694 +2%
CHC
839
City Holding Co
West Virginia
$6.39M +$26.4K +168 +0.4%
PI
840
Putnam Investments
Massachusetts
$6.39M -$78.8K -501 -1%
BIAS
841
Beacon Investment Advisory Services
New Jersey
$6.35M -$15.9K -101 -0.2%
BFA
842
Bragg Financial Advisors
North Carolina
$6.35M +$14.6K +93 +0.2%
XF
843
XML Financial
Maryland
$6.33M +$170K +1,082 +3%
MNBTD
844
Moody National Bank Trust Division
Texas
$6.28M +$50.4K +320 +0.8%
CAL
845
Capital Analysts LLC
Pennsylvania
$6.27M -$372K -2,361 -6%
MCP
846
Martin Capital Partners
Oregon
$6.24M -$104K -658 -2%
KA
847
Kovack Advisors
Florida
$6.24M +$180K +1,147 +3%
SCM
848
Stonebridge Capital Management
California
$6.24M -$380K -2,413 -6%
PNAA
849
Pictet North America Advisors
Switzerland
$6.24M +$111K +705 +2%
CCT
850
Capital City Trust
Florida
$6.22M +$43K +273 +0.7%