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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 %
JWCA
976
J.W. Cole Advisors
Florida
$4.87M -$314K -1,994 -6%
FTA
977
Financial & Tax Architects
Missouri
$4.87M +$180K +1,143 +4%
FTDI
978
First Trust Direct Indexing
Massachusetts
$4.86M -$381K -2,422 -7%
CW
979
CreativeOne Wealth
Kansas
$4.84M +$68.8K +437 +1%
GWMIA
980
Global Wealth Management Investment Advisory
Florida
$4.83M +$716K +4,550 +17%
ERSOT
981
Employees Retirement System of Texas
Texas
$4.81M -$371K -2,360 -7%
IWM
982
IHT Wealth Management
Illinois
$4.8M +$637K +4,049 +15%
CS
983
Crescent Sterling
Louisiana
$4.8M +$347K +2,205 +8%
FMTCOCP
984
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.77M +$31.8K +202 +0.7%
BP
985
Ballentine Partners
Massachusetts
$4.77M +$183K +1,163 +4%
PVI
986
Pine Valley Investments
New Jersey
$4.76M +$2.26M +14,339 +90%
WWM
987
Western Wealth Management
Colorado
$4.76M -$78.2K -497 -2%
CS
988
Comerica Securities
Michigan
$4.76M -$47.2K -300 -1%
PRS
989
Pinkerton Retirement Specialists
Idaho
$4.75M +$357K +2,267 +8%
LA
990
Legacy Advisors
Pennsylvania
$4.75M +$1.07M +6,799 +29%
AWA
991
Arete Wealth Advisors
Illinois
$4.73M -$18.9K -120 -0.4%
EP
992
Eudaimonia Partners
Tennessee
$4.72M +$1.2M +7,637 +34%
MHIC
993
Marble Harbor Investment Counsel
Massachusetts
$4.71M -$23.6K -150 -0.5%
MAS
994
Meeder Advisory Services
Ohio
$4.69M -$91.1K -579 -2%
ET
995
Equitable Trust
Tennessee
$4.69M -$41.2K -262 -0.9%
SWM
996
Spire Wealth Management
Virginia
$4.68M -$199K -1,262 -4%
ACM
997
Argyle Capital Management
Pennsylvania
$4.68M -$226K -1,435 -5%
WSWA
998
Warren Street Wealth Advisors
California
$4.68M +$540K +3,430 +13%
WAS
999
WESPAC Advisors SoCal
California
$4.68M -$1.97M -12,533 -30%
MGIA
1000
Moneta Group Investment Advisors
Missouri
$4.67M +$258K +1,640 +6%