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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 %
DPIM
1251
Duff & Phelps Investment Management
Illinois
$3.18M
MSS
1252
Mitchell Sinkler & Starr
Pennsylvania
$3.17M -$29.2K -179 -0.9%
JWM
1253
Jeppson Wealth Management
California
$3.17M -$213K -1,305 -6%
CD
1254
Chapin Davis
Maryland
$3.17M +$522K +3,202 +20%
MPCG
1255
Matrix Private Capital Group
New York
$3.16M -$9.14K -56 -0.3%
FSA
1256
Financial Sense Advisors
California
$3.15M +$676K +4,146 +27%
BWAM
1257
Boyd Watterson Asset Management
Ohio
$3.13M +$12.1K +74 +0.4%
NSIM
1258
North Star Investment Management
Illinois
$3.12M +$131K +802 +4%
P
1259
Pitcairn
Pennsylvania
$3.11M +$270K +1,652 +9%
WOC
1260
West Oak Capital
California
$3.09M -$210K -1,285 -6%
CWM
1261
Cornerstone Wealth Management
Missouri
$3.09M +$3.09M +18,908 New
SWM
1262
Sculati Wealth Management
Michigan
$3.08M +$120K +736 +4%
RIA
1263
Realta Investment Advisors
Delaware
$3.07M +$77.5K +475 +3%
ACMA
1264
Arbor Capital Management (Alaska)
Alaska
$3.07M +$32.5K +193 +1%
SIA
1265
Sit Investment Associates
Minnesota
$3.07M +$170K +1,040 +6%
VCP
1266
Verus Capital Partners
Arizona
$3.07M +$73.6K +451 +2%
OPA
1267
Old Port Advisors
Maine
$3.06M -$10.7K -63 -0.3%
CB
1268
CNB Bank
Pennsylvania
$3.06M +$60.4K +370 +2%
LWM
1269
Laidlaw Wealth Management
New York
$3.05M +$156K +956 +5%
DGAM
1270
Desjardins Global Asset Management
Quebec, Canada
$3.04M +$1.01M +6,207 +50%
GCM
1271
Gables Capital Management
Florida
$3.04M
AL
1272
Aspiriant LLC
California
$3.04M +$316K +1,939 +12%
CWM
1273
Chesapeake Wealth Management
Virginia
$3.04M +$25.5K +156 +0.8%
BWA
1274
BDO Wealth Advisors
Florida
$3.03M -$281K -1,723 -8%
QI
1275
Qtron Investments
Massachusetts
$3.03M -$631K -3,870 -17%