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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 %
AG
1076
Ascent Group
Virginia
$4.16M -$303K -1,860 -7%
KA
1077
Keene & Associates
Texas
$4.16M +$816 +5 +0%
QI
1078
QV Investors
Alberta, Canada
$4.15M -$232K -1,420 -5%
CWS
1079
Confluence Wealth Services
Pennsylvania
$4.15M +$327K +2,005 +9%
BL
1080
BFSG LLC
California
$4.15M +$46.7K +286 +1%
VHAM
1081
Van Hulzen Asset Management
California
$4.15M -$799K -4,896 -16%
EIP
1082
Easterly Investment Partners
Massachusetts
$4.14M +$1.41M +8,659 +52%
MAM
1083
Marketfield Asset Management
New York
$4.13M
JC
1084
Jacobs & Co
California
$4.12M -$516K -3,162 -11%
SFWA
1085
Summit Financial Wealth Advisors
Louisiana
$4.12M -$124K -763 -3%
PA
1086
PFG Advisors
Arizona
$4.11M +$1.09M +6,710 +36%
AAM
1087
Auxier Asset Management
Oregon
$4.1M
RWA
1088
Ropes Wealth Advisors
Massachusetts
$4.09M +$188K +1,154 +5%
WAM
1089
Weatherly Asset Management
California
$4.08M -$24.5K -150 -0.6%
ACM
1090
Alpha Capital Management
Texas
$4.07M
GI
1091
GAMCO Investors
Connecticut
$4.06M -$167K -1,021 -4%
WI
1092
Wahed Invest
New York
$4.05M -$28.6K -175 -0.7%
BAAM
1093
Baker Avenue Asset Management
California
$4.04M -$70.2K -430 -2%
PTCG
1094
Pring Turner Capital Group
California
$4.03M +$80.9K +496 +2%
HIP
1095
HUB Investment Partners
Texas
$4.01M +$264K +1,619 +7%
AT
1096
Arden Trust
Delaware
$4.01M -$162K -992 -4%
WI
1097
Wafra Inc
New York
$4M
CPWA
1098
Cerro Pacific Wealth Advisors
California
$3.99M +$28.9K +177 +0.7%
DTC
1099
Davidson Trust Company
Washington
$3.98M +$2.93M +17,967 +279%
IAG
1100
Investmark Advisory Group
Connecticut
$3.98M +$169K +1,033 +4%