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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 %
PWG
1451
Portside Wealth Group
Utah
$2.31M +$2.31M +14,701 New
OC
1452
Oakworth Capital
Alabama
$2.31M -$116K -737 -5%
SW
1453
Solidarity Wealth
Utah
$2.31M -$944K -6,000 -29%
KJWM
1454
Kiley Juergens Wealth Management
Washington
$2.3M +$49.7K +316 +2%
CPSAC
1455
Chas P. Smith & Associates (CPS)
Florida
$2.3M -$59.8K -380 -3%
IAS
1456
Insigneo Advisory Services
Florida
$2.3M +$705K +4,482 +44%
AIS
1457
American Investment Services
Massachusetts
$2.3M -$8.28M -52,612 -78%
ACM
1458
Allred Capital Management
Texas
$2.29M -$25K -159 -1%
HI
1459
Hendershot Investments
Virginia
$2.29M
BSA
1460
Bull Street Advisors
Georgia
$2.29M -$9.13K -58 -0.4%
MCM
1461
Monarch Capital Management
Indiana
$2.29M -$33.7K -214 -1%
SIAP
1462
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.29M +$10.4K +66 +0.5%
ST
1463
Somerset Trust
Pennsylvania
$2.28M -$68.6K -436 -3%
KMWM
1464
Keudell/Morrison Wealth Management
Oregon
$2.27M +$50.7K +322 +2%
CCT
1465
Chemung Canal Trust
New York
$2.27M -$18.1K -115 -0.8%
NHT
1466
New Hampshire Trust
New Hampshire
$2.27M +$33.7K +214 +2%
PCS
1467
Personal CFO Solutions
New Jersey
$2.27M +$53.3K +339 +2%
WAM
1468
Winslow Asset Management
Ohio
$2.26M
BCP
1469
Berkeley Capital Partners
Georgia
$2.26M +$261K +1,661 +13%
SIA
1470
Schechter Investment Advisors
Michigan
$2.25M -$36.7K -233 -2%
HG
1471
Herbst Group
Connecticut
$2.25M -$53.3K -339 -2%
LPAM
1472
Lodestar Private Asset Management
California
$2.25M -$186K -1,181 -8%
CAS
1473
CTC Alternative Strategies
Illinois
$2.24M +$2.24M +14,250 New
HAIM
1474
Hunter Associates Investment Management
Pennsylvania
$2.24M -$82.4K -524 -4%
CFMC
1475
Curbstone Financial Management Corp
New Hampshire
$2.24M -$85K -540 -4%