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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 %
PWAG
876
Polaris Wealth Advisory Group
California
$5.91M -$589K -3,741 -9%
PWP
877
Principle Wealth Partners
Connecticut
$5.9M +$2.52K +16 +0%
TH
878
TCTC Holdings
Texas
$5.89M +$48.6K +309 +0.8%
RWP
879
Ridgecrest Wealth Partners
California
$5.88M -$28.8K -183 -0.5%
FB
880
Fulton Bank
Pennsylvania
$5.86M +$410K +2,606 +8%
PPW
881
Parcion Private Wealth
Washington
$5.86M +$180K +1,147 +3%
MWM
882
Madison Wealth Management
Ohio
$5.84M -$62K -394 -1%
IAM
883
Innovis Asset Management
Illinois
$5.83M -$48.1K -306 -0.8%
SC
884
Schulhoff & Co
Ohio
$5.83M -$26.6K -169 -0.5%
CT
885
Chicago Trust
Illinois
$5.82M +$112K +713 +2%
AIM
886
Anchor Investment Management
South Carolina
$5.81M +$751K +4,776 +15%
LRPA
887
L. Roy Papp & Associates
Arizona
$5.79M -$58.2K -370 -1%
MP
888
McDonald Partners
Ohio
$5.79M +$28.8K +183 +0.5%
E
889
Ergoteles
New York
$5.78M +$5.78M +36,762 New
KFS
890
Kurt F. Somerville
$5.77M -$1.01M -6,441 -15%
IPW
891
IronBridge Private Wealth
Texas
$5.75M +$1.02M +6,461 +21%
CTA
892
Chesley Taft & Associates
Illinois
$5.74M -$177K -1,127 -3%
PCTC
893
Perkins Coie Trust Company
Washington
$5.72M +$281K +1,789 +5%
DIA
894
Dana Investment Advisors
Wisconsin
$5.72M -$91.1K -579 -2%
PFS
895
Physicians Financial Services
North Carolina
$5.72M +$2.83K +18 +0%
IF
896
Intrua Financial
Texas
$5.71M +$741K +4,707 +15%
GWM
897
Geneos Wealth Management
Colorado
$5.69M +$845K +5,367 +17%
PTC
898
Private Trust Company
Ohio
$5.69M +$270K +1,717 +5%
CWM
899
Compass Wealth Management
Connecticut
$5.68M -$6.14K -39 -0.1%
TC
900
Telemus Capital
Michigan
$5.68M +$25.6K +163 +0.5%