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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 %
CWM
1251
Cordatus Wealth Management
Pennsylvania
$3.05M +$3.05M +19,373 New
1WA
1252
180 Wealth Advisors
Washington
$3.05M -$53.1K -338 -2%
MPCG
1253
Matrix Private Capital Group
New York
$3.05M +$944 +6 +0%
HCM
1254
Hutchinson Capital Management
California
$3.03M -$189K -1,201 -6%
NSIM
1255
North Star Investment Management
Illinois
$3.03M +$19.2K +122 +0.6%
MMA
1256
Miracle Mile Advisors
California
$3.03M -$113K -715 -4%
PWMAG
1257
Pinnacle Wealth Management Advisory Group
New Jersey
$3.03M -$266K -1,693 -8%
SIC
1258
Sigma Investment Counselors
Michigan
$3.02M +$101K +642 +3%
PTC
1259
Philadelphia Trust Company
Pennsylvania
$3.02M -$204K -1,299 -6%
MSS
1260
Mitchell Sinkler & Starr
Pennsylvania
$3.01M -$47.2K -300 -2%
PAM
1261
Paradigm Asset Management
New York
$3.01M -$3.05M -19,400 -50%
DRD
1262
Dennis R. Delaney
$3M +$762K +4,842 +34%
WPW
1263
Waldron Private Wealth
Pennsylvania
$2.98M -$129K -821 -4%
SWM
1264
Sculati Wealth Management
Michigan
$2.98M +$4.09K +26 +0.1%
SIA
1265
Sit Investment Associates
Minnesota
$2.97M +$11K +70 +0.4%
TA
1266
TFG Advisers
Michigan
$2.97M +$79.1K +503 +3%
ISWM
1267
Independent Solutions Wealth Management
New York
$2.97M +$71K +451 +2%
AC
1268
AlphaCore Capital
California
$2.97M +$1.82M +11,519 +158%
MJB
1269
Mark J. Bradley
$2.96M -$1.35M -8,590 -31%
CA
1270
CGN Advisors
Kansas
$2.96M +$148K +939 +5%
PI
1271
Pettee Investors
Connecticut
$2.96M +$77.6K +493 +3%
IBOK
1272
Independence Bank of Kentucky
Kentucky
$2.96M +$259K +1,644 +10%
OL
1273
Owen LaRue
Kentucky
$2.96M -$171K -1,087 -5%
RBA
1274
Richard Bernstein Advisors
New York
$2.95M -$7.67M -48,748 -72%
GCM
1275
Gables Capital Management
Florida
$2.95M +$16.1K +102 +0.5%