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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 %
WE
1601
Wealth Effects
Massachusetts
$1.89M -$79.6K -506 -4%
SACTSONJ
1602
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.89M
TIA
1603
Trust Investment Advisors
Indiana
$1.89M +$229K +1,454 +14%
DRS
1604
Deane Retirement Strategies
Louisiana
$1.89M +$14.8K +94 +0.8%
VST
1605
Van Strum & Towne
California
$1.88M
WMP
1606
Wealth Management Partners
Arizona
$1.88M +$64.5K +410 +4%
AR
1607
Advisory Research
Illinois
$1.88M +$448K +2,848 +31%
HCM
1608
Highlander Capital Management
New Jersey
$1.88M
Financial Engines Advisors
1609
Financial Engines Advisors
California
$1.87M -$61.4K -390 -3%
PSCM
1610
Per Stirling Capital Management
Texas
$1.87M +$23.1K +147 +1%
CPRC
1611
Consolidated Portfolio Review Corp
New York
$1.87M -$62.2K -395 -3%
IA
1612
IFG Advisory
Georgia
$1.87M +$57.9K +368 +3%
CF
1613
Centaurus Financial
California
$1.87M -$700K -4,448 -27%
UCI
1614
Uncommon Cents Investing
Wisconsin
$1.86M -$3.78K -24 -0.2%
CI
1615
Conning Inc
Connecticut
$1.85M -$449K -2,854 -19%
BMWM
1616
Brown Miller Wealth Management
Virginia
$1.85M +$12.6K +80 +0.7%
BA
1617
Birinyi Associates
Connecticut
$1.85M -$337K -2,144 -15%
WSCM
1618
Wellington Shields Capital Management
New York
$1.85M -$24.3M -154,323 -93%
GC
1619
Gratus Capital
Georgia
$1.85M -$36.8K -234 -2%
CAS
1620
Coppell Advisory Solutions
Texas
$1.85M +$333K +2,131 +22%
WPA
1621
West Paces Advisors
Georgia
$1.85M -$9.44K -60 -0.5%
LNB
1622
Ledyard National Bank
$1.84M +$135K +855 +8%
HIC
1623
Holderness Investments Company
North Carolina
$1.84M +$117K +745 +7%
AFA
1624
Abacus FCF Advisors
Florida
$1.84M +$81.4K +517 +5%
CPIA
1625
Cornell Pochily Investment Advisors
New York
$1.84M +$4.72K +30 +0.3%