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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 %
LSAG
1101
Lake Street Advisors Group
New Hampshire
$3.96M +$117K +720 +3%
SIM
1102
Stratos Investment Management
Ohio
$3.96M +$73.6K +451 +2%
IWN
1103
Independent Wealth Network
Iowa
$3.96M +$34.8K +213 +0.9%
CIC
1104
Chase Investment Counsel
Virginia
$3.94M +$15.2K +93 +0.4%
RC
1105
Reik & Co
New York
$3.93M
TYCC
1106
Texas Yale Capital Corp
Florida
$3.93M -$380K -2,329 -9%
LHC
1107
Little House Capital
Massachusetts
$3.92M +$611K +3,743 +18%
V
1108
VeraBank
Texas
$3.92M -$103K -631 -3%
WFI
1109
West Family Investments
California
$3.92M -$724K -4,436 -16%
ADL
1110
Asset Dedication LLC
California
$3.91M -$275K -1,682 -7%
BCM
1111
Boltwood Capital Management
California
$3.91M +$39.8K +244 +1%
NL
1112
NWAM LLC
Washington
$3.91M -$381K -2,335 -9%
S
1113
SignatureFD
Georgia
$3.9M +$328K +2,009 +9%
RMDI
1114
R.M. Davis Inc
Maine
$3.9M +$131K +800 +3%
PI
1115
PEAK6 Investments
Illinois
$3.88M -$691K -4,237 -15%
CWG
1116
Cornerstone Wealth Group
North Carolina
$3.88M -$133K -813 -3%
DWA
1117
Douglass Winthrop Advisors
New York
$3.88M +$174K +1,065 +5%
SIA
1118
Sage Investment Advisers
New York
$3.88M -$5.38K -33 -0.1%
HVP
1119
Hudson Value Partners
Florida
$3.88M +$26.8K +164 +0.7%
MFG
1120
MidWestOne Financial Group
Iowa
$3.87M +$813K +4,983 +27%
WA
1121
Waverly Advisors
Alabama
$3.86M +$716K +4,388 +23%
BBWA
1122
Bell & Brown Wealth Advisors
California
$3.86M -$25.8K -158 -0.7%
BIG
1123
Builder Investment Group
Georgia
$3.85M -$187K -1,145 -5%
CFGS
1124
Concourse Financial Group Securities
Alabama
$3.83M +$152K +934 +4%
MSAM
1125
Moloney Securities Asset Management
Missouri
$3.83M -$614K -3,764 -14%