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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 %
JWA
1526
JFS Wealth Advisors
Pennsylvania
$2.07M -$22.2K -141 -1%
WA
1527
Wealth Alliance
New York
$2.07M +$240K +1,523 +13%
POIA
1528
Pin Oak Investment Advisors
Texas
$2.07M -$20.6K -131 -1%
CWP
1529
Concord Wealth Partners
Virginia
$2.07M +$866K +5,504 +72%
SFG
1530
Summit Financial Group
West Virginia
$2.06M -$2.36K -15 -0.1%
CWM
1531
Centric Wealth Management
Illinois
$2.06M +$486K +3,128 +31%
VNIM
1532
Vaughan Nelson Investment Management
Texas
$2.05M -$177K -1,125 -8%
CAM
1533
Cypress Asset Management
Texas
$2.05M -$324 -2 -0%
HFBOT
1534
Home Federal Bank of Tennessee
Tennessee
$2.05M -$44.1K -280 -2%
TA
1535
TrueWealth Advisors
Alabama
$2.05M -$8.81K -56 -0.4%
MFG
1536
Magnus Financial Group
New York
$2.05M +$20.8K +132 +1%
UM
1537
UniSuper Management
Australia
$2.05M +$2.05M +13,000 New
IAIM
1538
International Assets Investment Management
Florida
$2.04M -$190K -1,206 -8%
CFA
1539
CWS Financial Advisors
Michigan
$2.04M +$38.4K +244 +2%
HKIM
1540
Hayek Kallen Investment Management
Alabama
$2.04M +$43.9K +279 +2%
MMM
1541
Mendel Money Management
Illinois
$2.04M -$239K -1,522 -11%
RCM
1542
Regency Capital Management
Hawaii
$2.03M +$2.03M +12,890 New
NME
1543
Notis-McConarty Edward
$2.03M -$40.9K -260 -2%
LC
1544
Lindbrook Capital
California
$2.02M +$8.65K +55 +0.4%
SIG
1545
Sargent Investment Group
Maryland
$2.02M +$702K +4,461 +53%
T
1546
TCWP
Ohio
$2.01M -$533K -3,385 -21%
LIM
1547
Longfellow Investment Management
Massachusetts
$2.01M +$81.7K +519 +4%
TAM
1548
Taurus Asset Management
New York
$2.01M -$34K -216 -2%
TAM
1549
Titleist Asset Management
Texas
$2M -$250K -1,589 -11%
AWP
1550
Ascent Wealth Partners
New York
$2M +$124K +785 +7%