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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 %
PAM
976
Peak Asset Management
Colorado
$5.03M -$8.32K -51 -0.2%
RA
977
RFG Advisory
Alabama
$5.03M +$391K +2,395 +8%
GWM
978
Geneos Wealth Management
Colorado
$5.02M -$764K -4,682 -13%
WWM
979
Western Wealth Management
Colorado
$5.02M -$227K -1,394 -4%
HT
980
Heritage Trust
Oklahoma
$4.99M -$145K -890 -3%
CA
981
Clearstead Advisors
Ohio
$4.99M -$461K -2,826 -8%
CS
982
Comerica Securities
Michigan
$4.98M -$366K -2,243 -7%
MAS
983
Meeder Advisory Services
Ohio
$4.96M +$164K +1,003 +3%
IF
984
Intrua Financial
Texas
$4.95M -$19.9K -127 -0.4%
CW
985
CreativeOne Wealth
Kansas
$4.95M +$309K +1,893 +7%
MWM
986
Mattern Wealth Management
Kansas
$4.94M -$14.4K -88 -0.3%
AWA
987
Arete Wealth Advisors
Illinois
$4.93M +$449K +2,751 +10%
FMTCOCP
988
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.91M +$25.3K +155 +0.5%
IPW
989
IronBridge Private Wealth
Texas
$4.91M +$67.2K +412 +1%
MHIC
990
Marble Harbor Investment Counsel
Massachusetts
$4.91M -$6.04K -37 -0.1%
ET
991
Equitable Trust
Tennessee
$4.91M +$116K +712 +2%
MWM
992
Meridian Wealth Management
Kentucky
$4.88M -$26.9K -165 -0.5%
CCA
993
Cobblestone Capital Advisors
New York
$4.88M -$49.1K -301 -1%
FTA
994
Financial & Tax Architects
Missouri
$4.86M +$292K +1,790 +6%
BTI
995
Blue Trust Inc
Georgia
$4.86M -$103K -576 -2%
FFM
996
Forum Financial Management
Illinois
$4.86M -$18.6K -114 -0.4%
GL
997
Graypoint LLC
New York
$4.84M -$1.49M -9,106 -23%
FNBTCON
998
First National Bank & Trust Co of Newtown
Pennsylvania
$4.82M -$18.9K -116 -0.4%
TIM
999
Thompson Investment Management
Wisconsin
$4.81M +$44.9K +275 +0.9%
AMIM
1000
Aull & Monroe Investment Management
Alabama
$4.81M -$48.9K -300 -1%