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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 %
TIM
1001
Thompson Investment Management
Wisconsin
$4.67M +$27.7K +176 +0.6%
FNBTCON
1002
First National Bank & Trust Co of Newtown
Pennsylvania
$4.66M +$12.3K +78 +0.3%
AMIM
1003
Aull & Monroe Investment Management
Alabama
$4.64M
BMA
1004
Brooks Moore & Associates
Tennessee
$4.64M +$15.9K +101 +0.3%
FBT
1005
First Bankers Trust
Kentucky
$4.63M +$14.6K +93 +0.3%
SWM
1006
Segment Wealth Management
Texas
$4.63M +$148K +942 +3%
FBC
1007
Fairfield, Bush & Co
Connecticut
$4.59M +$101K +642 +2%
YC
1008
Yarbrough Capital
Tennessee
$4.58M
WFG
1009
Wills Financial Group
Virginia
$4.58M +$181K +1,151 +4%
GA
1010
Gateway Advisory
New Jersey
$4.57M +$72.9K +463 +2%
MPIM
1011
McGinn Penninger Investment Management
Virginia
$4.56M -$1.1K -7 -0%
TWA
1012
TCI Wealth Advisors
Arizona
$4.54M -$15.1K -96 -0.3%
GL
1013
Graypoint LLC
New York
$4.53M -$136K -864 -3%
HBT
1014
Hills Bank & Trust
Iowa
$4.52M -$55.2K -351 -1%
HVIA
1015
Hudson Valley Investment Advisors
New York
$4.5M -$53.8K -342 -1%
HL
1016
HeadInvest LLC
Maine
$4.5M -$66K -402 -1%
WFI
1017
West Family Investments
California
$4.5M +$724K +4,603 +19%
WP
1018
WealthPLAN Partners
Nebraska
$4.49M -$4.46M -28,355 -50%
TCA
1019
Transcend Capital Advisors
New Jersey
$4.48M +$53.2K +338 +1%
DSC
1020
Duncker Streett & Co
Missouri
$4.48M +$70K +445 +2%
BOSSRA
1021
B.O.S.S. Retirement Advisors
Utah
$4.47M -$1.24M -7,853 -22%
FWP
1022
FAS Wealth Partners
Kansas
$4.47M +$366K +2,326 +9%
CCA
1023
Cobblestone Capital Advisors
New York
$4.45M -$253K -1,610 -5%
HH
1024
Hilltop Holdings
Texas
$4.45M -$894K -5,684 -17%
KFP
1025
Keystone Financial Planning
Ohio
$4.45M +$196K +1,247 +5%