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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 %
JIC
1326
Joel Isaacson & Co
New York
$2.78M -$193K -1,185 -7%
SIM
1327
Sterling Investment Management
Arizona
$2.77M -$43.1K -264 -2%
WA
1328
WealthTrust Axiom
Pennsylvania
$2.77M +$17.5K +107 +0.6%
BMC
1329
Benin Management Corp
Connecticut
$2.77M +$16.3K +100 +0.6%
BJL
1330
Brighton Jones LLC
Washington
$2.76M +$134K +819 +5%
HI
1331
Harbour Investments
Wisconsin
$2.76M -$45.8K -281 -2%
CCM
1332
Cohen Capital Management
California
$2.76M
NAMP
1333
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.76M +$286K +1,750 +12%
CWP
1334
CFM Wealth Partners
Texas
$2.75M +$28.4K +174 +1%
UCMOK
1335
United Capital Management of KS
Kansas
$2.75M +$2.75M +16,854 New
FWM
1336
Finer Wealth Management
Massachusetts
$2.74M +$97.6K +598 +4%
BOS
1337
Bank of Stockton
California
$2.74M -$148K -908 -5%
AF
1338
Arrow Financial
New York
$2.73M -$381K -2,334 -12%
NA
1339
Navellier & Associates
Nevada
$2.73M -$113K -692 -4%
MW
1340
Marcum Wealth
Ohio
$2.72M +$14.4K +88 +0.5%
CPIG
1341
Chicago Partners Investment Group
Illinois
$2.72M +$70.1K +409 +3%
AF
1342
Advisornet Financial
Minnesota
$2.72M +$301K +1,843 +12%
CBT
1343
CoreFirst Bank & Trust
Kansas
$2.71M -$65.3K -400 -2%
PCA
1344
Private Capital Advisors
Connecticut
$2.71M -$3.1K -19 -0.1%
RIM
1345
Redwood Investment Management
Arizona
$2.69M +$953K +5,842 +55%
GWM
1346
GSB Wealth Management
Connecticut
$2.69M -$757K -4,642 -22%
CAC
1347
Certified Advisory Corp
Florida
$2.69M +$95.5K +585 +4%
QPWM
1348
Quadrant Private Wealth Management
Pennsylvania
$2.68M +$29.4K +180 +1%
SMC
1349
Smith, Moore & Co
Missouri
$2.68M +$177K +1,086 +7%
DWP
1350
Daymark Wealth Partners
Ohio
$2.68M +$936K +5,739 +54%