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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 %
BJL
1201
Brighton Jones LLC
Washington
$3.3M +$639K +4,063 +24%
BHC
1202
Bowen Hanes & Co
Florida
$3.3M +$2.09M +13,305 +173%
CAM
1203
Centre Asset Management
New York
$3.3M -$5.43M -34,486 -62%
MWM
1204
Massachusetts Wealth Management
Massachusetts
$3.3M -$19.7K -125 -0.6%
ACM
1205
Altrius Capital Management
North Carolina
$3.29M +$99.3K +631 +3%
PG
1206
Patten Group
Tennessee
$3.29M -$1.42K -9 -0%
SIC
1207
Shoker Investment Counsel
Ohio
$3.29M +$10.4K +66 +0.3%
DIP
1208
DT Investment Partners
Pennsylvania
$3.28M -$52.6K -324 -2%
BAM
1209
Belpointe Asset Management
Nevada
$3.28M -$2.67M -16,990 -45%
MMPW
1210
Mitchell McLeod Pugh & Williams
Alabama
$3.27M -$81K -515 -2%
EWM
1211
Executive Wealth Management
Michigan
$3.27M +$412K +2,618 +14%
RCM
1212
RB Capital Management
Nevada
$3.26M -$54.3K -345 -2%
MCWS
1213
McKinley Carter Wealth Services
West Virginia
$3.25M -$62.8K -399 -2%
BKA
1214
Brick & Kyle Associates
Pennsylvania
$3.25M
KLWA
1215
Kelly Lawrence W & Associates
California
$3.25M -$218K -1,419 -6%
BTI
1216
Blue Trust Inc
Georgia
$3.24M -$1.18M -7,208 -27%
FCIM
1217
Fairview Capital Investment Management
California
$3.22M
RC
1218
Roundview Capital
New Jersey
$3.22M +$45.3K +288 +1%
TF
1219
Threadgill Financial
Texas
$3.22M +$9.23K +61 +0.3%
AT
1220
Arden Trust
Delaware
$3.21M -$653K -4,148 -17%
AAS
1221
Ameritas Advisory Services
Nebraska
$3.2M -$2.11M -13,660 -40%
WA
1222
WP Advisors
California
$3.18M +$37.1K +236 +1%
CFM
1223
Capricorn Fund Managers
United Kingdom
$3.17M +$4.88K +31 +0.2%
LWM
1224
Liberty Wealth Management
California
$3.17M -$331K -2,107 -9%
GPTE
1225
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.17M