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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 %
IWM
1051
IHT Wealth Management
Illinois
$4.32M +$469K +2,875 +12%
MBT
1052
Montecito Bank & Trust
California
$4.3M -$25.5K -156 -0.6%
EGM
1053
Engineers Gate Manager
New York
$4.3M +$4.3M +26,377 New
WSWA
1054
Warren Street Wealth Advisors
California
$4.29M +$405K +2,482 +10%
AIP
1055
Ahrens Investment Partners
Louisiana
$4.28M -$352K -2,155 -8%
LWANC
1056
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.27M +$152K +933 +4%
GWMIA
1057
Global Wealth Management Investment Advisory
Florida
$4.27M +$130K +795 +3%
IGWM
1058
ICA Group Wealth Management
Colorado
$4.25M -$163 -1 -0%
FWP
1059
FAS Wealth Partners
Kansas
$4.25M -$424K -2,596 -9%
SW
1060
SlateStone Wealth
Florida
$4.25M +$32.8K +201 +0.8%
SLG
1061
Stanley-Laman Group
Pennsylvania
$4.24M -$665K -4,076 -14%
LJCM
1062
Lee Johnson Capital Management
Texas
$4.24M +$1.79M +10,988 +73%
NAM
1063
NTV Asset Management
West Virginia
$4.23M +$45.7K +280 +1%
AB
1064
Atlas Brown
Kentucky
$4.22M +$23.8K +146 +0.6%
UIM
1065
USS Investment Management
United Kingdom
$4.21M
SG Americas Securities
1066
SG Americas Securities
New York
$4.21M +$4.03M +24,728 +2,362%
PWLP
1067
Prio Wealth Limited Partnership
Massachusetts
$4.2M -$146K -895 -3%
MCM
1068
Monument Capital Management
Virginia
$4.2M -$255K -1,563 -6%
CPC
1069
Consolidated Planning Corp
Georgia
$4.2M +$359K +2,202 +9%
RCIM
1070
Red Cedar Investment Management
Michigan
$4.19M +$1.4M +8,570 +50%
FM
1071
Foster & Motley
Ohio
$4.19M -$38.2K -234 -0.9%
NGA
1072
Naples Global Advisors
Florida
$4.18M +$115K +706 +3%
BCB
1073
Brian C. Broderick
$4.18M -$28.6K -175 -0.7%
BA
1074
Baugh & Associates
Georgia
$4.17M -$68.7K -415 -2%
BFA
1075
Bill Few Associates
Pennsylvania
$4.17M -$1.13M -6,896 -21%