CVX icon

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 %
AIM
901
Aigen Investment Management
New York
$5.82M +$5.82M +35,653 New
EP
902
Edgestream Partners
New Jersey
$5.81M +$4.11M +25,179 +241%
SBIA
903
Sheaff Brock Investment Advisors
Indiana
$5.77M -$43.7K -268 -0.8%
BHPW
904
Beverly Hills Private Wealth
California
$5.77M +$1.07M +6,528 +23%
GQG Partners
905
GQG Partners
Florida
$5.76M +$614K +3,763 +12%
SCP
906
Sandhill Capital Partners
New York
$5.75M -$151K -924 -3%
AAS
907
Ameritas Advisory Services
Nebraska
$5.75M -$1.15M -6,862 -17%
CFC
908
Cincinnati Financial Corp
Ohio
$5.73M
HCA
909
Harbor Capital Advisors
Illinois
$5.69M +$5.69M +34,888 New
SWA
910
Stratos Wealth Advisors
Ohio
$5.68M +$9.46K +58 +0.2%
ECML
911
Eagle Capital Management (Louisiana)
Louisiana
$5.67M -$60.9K -373 -1%
TPWA
912
TRUE Private Wealth Advisors
Oregon
$5.67M +$108K +660 +2%
FB
913
Fulton Bank
Pennsylvania
$5.65M +$264K +1,620 +5%
PCTC
914
Perkins Coie Trust Company
Washington
$5.64M +$409K +2,509 +8%
GCM
915
Garland Capital Management
Washington
$5.62M -$33K -202 -0.6%
PTC
916
Private Trust Company
Ohio
$5.62M +$380K +2,327 +7%
IW
917
Imprint Wealth
South Carolina
$5.61M +$5.61M +34,572 New
OIM
918
Opus Investment Management
Massachusetts
$5.61M
JCM
919
Jacobi Capital Management
Pennsylvania
$5.61M -$84.8K -520 -1%
FAIM
920
Financial Advocates Investment Management
Washington
$5.6M -$305K -1,870 -5%
HCA
921
Harbour Capital Advisors
Virginia
$5.6M -$408K -2,500 -7%
RHDIC
922
R.H. Dinel Investment Counsel
California
$5.58M +$1.47M +9,019 +36%
DWM
923
Destination Wealth Management
California
$5.58M +$139K +851 +3%
PA
924
Procyon Advisors
Connecticut
$5.57M +$113K +695 +2%
BHWA
925
Beacon Harbor Wealth Advisors
Virginia
$5.54M -$635K -3,894 -10%