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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 %
HI
901
Horizon Investments
North Carolina
$5.67M -$592K -3,763 -9%
SVWAG
902
Sound View Wealth Advisors Group
Georgia
$5.65M -$143K -907 -2%
NCM
903
Narwhal Capital Management
Georgia
$5.62M +$1.1K +7 +0%
BCM
904
Bayesian Capital Management
New York
$5.62M +$2.48M +15,730 +79%
WANY
905
Wealthspire Advisors (New York)
New York
$5.62M -$154K -976 -3%
NCM
906
Nelson Capital Management
California
$5.61M -$138K -875 -2%
CA
907
Clearstead Advisors
Ohio
$5.61M +$796K +5,062 +17%
SA
908
Strategic Advisors
New York
$5.6M +$296K +1,884 +6%
FCMT
909
Founders Capital Management (Texas)
Texas
$5.57M -$47K -299 -0.8%
SDIC
910
South Dakota Investment Council
South Dakota
$5.57M -$434K -2,761 -7%
GQG Partners
911
GQG Partners
Florida
$5.55M
CFC
912
Cincinnati Financial Corp
Ohio
$5.53M
CA
913
CoreCap Advisors
Michigan
$5.53M +$5.53M +35,134 New
RDWM
914
Red Door Wealth Management
Tennessee
$5.51M +$482K +3,064 +10%
JCM
915
Jacobi Capital Management
Pennsylvania
$5.5M +$92.5K +588 +2%
MWM
916
Mattern Wealth Management
Kansas
$5.49M +$729K +4,631 +15%
GIA
917
Gladstone Institutional Advisory
Florida
$5.49M -$562K -3,570 -9%
HCA
918
Harbor Capital Advisors
Illinois
$5.49M
AWE
919
Avidian Wealth Enterprises
Texas
$5.46M -$2.96M -18,785 -35%
FSA
920
Fort Sheridan Advisors
Illinois
$5.45M +$130K +829 +2%
SIA
921
Soltis Investment Advisors
Utah
$5.44M +$2.21M +14,074 +69%
ECML
922
Eagle Capital Management (Louisiana)
Louisiana
$5.44M -$34.5K -219 -0.6%
CLOS
923
Compagnie Lombard Odier SCmA
Switzerland
$5.43M -$2.24M -14,237 -29%
TPWA
924
TRUE Private Wealth Advisors
Oregon
$5.43M -$38.2K -243 -0.7%
BHWA
925
Beacon Harbor Wealth Advisors
Virginia
$5.43M +$80.7K +513 +2%