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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 %
CAWM
1451
Capital Advisors Wealth Management
Washington
$2.33M +$71K +435 +3%
SAM
1452
SignalPoint Asset Management
Missouri
$2.33M -$81.8K -501 -3%
DRD
1453
Dennis R. Delaney
$2.32M +$16.3K +100 +0.7%
AWC
1454
Abundance Wealth Counselors
Pennsylvania
$2.32M -$653 -4 -0%
NHT
1455
New Hampshire Trust
New Hampshire
$2.32M -$109K -671 -5%
IAIM
1456
International Assets Investment Management
Florida
$2.32M -$3.02M -18,517 -57%
HKAM
1457
Horizon Kinetics Asset Management
New York
$2.32M -$53K -325 -2%
VNIM
1458
Vaughan Nelson Investment Management
Texas
$2.31M -$1.31M -8,000 -36%
KMWM
1459
Keudell/Morrison Wealth Management
Oregon
$2.31M -$16.5K -101 -0.7%
MC
1460
Martin & Co
Tennessee
$2.3M -$34.3K -210 -1%
PCS
1461
Personal CFO Solutions
New Jersey
$2.3M +$59.4K +364 +3%
PIA
1462
Perennial Investment Advisors
California
$2.29M +$1.57M +9,616 +216%
CASB
1463
Cape Ann Savings Bank
Massachusetts
$2.29M -$135K -827 -6%
CHAM
1464
Clear Harbor Asset Management
Connecticut
$2.29M +$704K +4,316 +44%
PMG
1465
ProVise Management Group
Florida
$2.29M -$7.83K -48 -0.3%
AIM
1466
AHL Investment Management
Florida
$2.29M -$48.9K -300 -2%
FCCM
1467
First City Capital Management
Georgia
$2.29M -$56.6K -336 -2%
FIM
1468
Freedom Investment Management
Connecticut
$2.28M -$303K -1,857 -12%
HIM
1469
Harbour Investment Management
Washington
$2.28M +$67.1K +411 +3%
WP
1470
WealthSpring Partners
California
$2.28M -$979 -6 -0%
CFFP
1471
Center for Financial Planning
Michigan
$2.28M -$46.5K -285 -2%
TT
1472
TI-Trust
Illinois
$2.27M -$3.75K -23 -0.2%
BA
1473
Birinyi Associates
Connecticut
$2.27M +$433K +2,654 +24%
RG
1474
Richelieu Gestion
France
$2.27M +$208K +1,277 +10%
CS
1475
Candriam SCA
Luxembourg
$2.26M -$464K -3,092 -17%