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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 %
TSS
1101
Thomas Story & Son
Indiana
$3.88M +$3.88M +24,679 New
MSAM
1102
Moloney Securities Asset Management
Missouri
$3.87M +$179K +1,136 +5%
IWN
1103
Independent Wealth Network
Iowa
$3.86M +$48.8K +310 +1%
CWG
1104
Cornerstone Wealth Group
North Carolina
$3.86M +$117K +745 +3%
HVP
1105
Hudson Value Partners
Florida
$3.86M +$122K +776 +3%
FHA
1106
Flagship Harbor Advisors
Massachusetts
$3.85M +$275K +1,746 +8%
Balyasny Asset Management
1107
Balyasny Asset Management
Illinois
$3.84M -$14.2M -89,932 -79%
MWM
1108
Meridian Wealth Management
Kentucky
$3.84M -$864K -5,488 -18%
PSC
1109
Portman Square Capital
United Kingdom
$3.83M -$2.41M -15,347 -39%
CIC
1110
Chase Investment Counsel
Virginia
$3.83M +$30.5K +194 +0.8%
YIH
1111
Y-Intercept (HK)
Hong Kong
$3.83M +$3.83M +24,323 New
BBWA
1112
Bell & Brown Wealth Advisors
California
$3.83M +$106K +671 +3%
NWM
1113
NEIRG Wealth Management
Massachusetts
$3.82M -$566K -3,599 -13%
DTC
1114
Davidson Trust Company
Washington
$3.82M -$23.8K -151 -0.6%
QI
1115
QV Investors
Alberta, Canada
$3.82M -$187K -1,190 -5%
MCCP
1116
Mission Creek Capital Partners
California
$3.8M +$145K +920 +4%
RC
1117
Reik & Co
New York
$3.79M
SWS
1118
SYSTM Wealth Solutions
Illinois
$3.78M +$505K +3,209 +15%
SWMG
1119
Signature Wealth Management Group
Georgia
$3.78M +$133K +845 +4%
CIAS
1120
Capital Investment Advisory Services
North Carolina
$3.77M +$178K +1,134 +5%
ZB
1121
Zions Bancorporation
Utah
$3.76M +$1.62M +10,289 +76%
Koshinski Asset Management
1122
Koshinski Asset Management
Illinois
$3.76M -$1.57M -10,006 -30%
MG
1123
Mather Group
Illinois
$3.76M +$385K +2,444 +11%
Westfield Capital Management
1124
Westfield Capital Management
Massachusetts
$3.74M +$270K +1,715 +8%
SAM
1125
Selway Asset Management
$3.74M +$224K +1,425 +6%