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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 %
WIS
1076
Wright Investors Service
Connecticut
$4.04M +$408K +2,590 +11%
KA
1077
Keene & Associates
Texas
$4.04M +$28.3K +180 +0.7%
NGA
1078
Naples Global Advisors
Florida
$4.03M -$787 -5 -0%
AG
1079
Ascent Group
Virginia
$4.03M -$44.5K -279 -1%
PTCG
1080
Pring Turner Capital Group
California
$4.02M +$128K +814 +3%
BCB
1081
Brian C. Broderick
$4.01M -$14.9K -95 -0.4%
MBT
1082
Montecito Bank & Trust
California
$4.01M -$138K -876 -3%
BA
1083
Baugh & Associates
Georgia
$4.01M +$44.1K +280 +1%
SIM
1084
Stratos Investment Management
Ohio
$4M +$177K +1,127 +5%
SLG
1085
Stanley-Laman Group
Pennsylvania
$4M -$95.5K -607 -2%
EIP
1086
Easterly Investment Partners
Massachusetts
$3.99M
SW
1087
SlateStone Wealth
Florida
$3.99M -$101K -639 -2%
Cohen & Steers
1088
Cohen & Steers
New York
$3.99M -$10M -63,776 -72%
PWLP
1089
Prio Wealth Limited Partnership
Massachusetts
$3.98M -$70.8K -450 -2%
AWM
1090
Avior Wealth Management
Nebraska
$3.98M -$278K -1,764 -7%
CWS
1091
Confluence Wealth Services
Pennsylvania
$3.98M -$27.7K -176 -0.7%
SF
1092
Slagle Financial
Illinois
$3.97M +$3.97M +25,221 New
JC
1093
Jacobs & Co
California
$3.95M -$25.6K -163 -0.6%
SFWA
1094
Summit Financial Wealth Advisors
Louisiana
$3.94M -$27.1K -172 -0.7%
CFG
1095
Cosner Financial Group
Colorado
$3.92M +$3.92M +24,939 New
WI
1096
Wahed Invest
New York
$3.92M +$19.4K +123 +0.5%
IAG
1097
Investmark Advisory Group
Connecticut
$3.92M +$86.4K +549 +2%
NL
1098
NWAM LLC
Washington
$3.92M +$150K +952 +4%
CG
1099
Clarus Group
Texas
$3.9M +$411K +2,613 +12%
EF
1100
Exeter Financial
Arizona
$3.89M -$242K -1,532 -6%