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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 %
MS
1726
Maven Securities
Jersey
$1.6M +$762K +4,845 +92%
DBIA
1727
Dumont & Blake Investment Advisors
New Jersey
$1.6M -$35.9K -228 -2%
CCM
1728
Cox Capital Management
Massachusetts
$1.59M +$35.9K +228 +2%
BFA
1729
Beaumont Financial Advisors
Massachusetts
$1.59M +$44.1K +280 +3%
RCM
1730
Raleigh Capital Management
North Carolina
$1.59M +$386K +2,453 +32%
HPG
1731
Harvest Portfolios Group
Ontario, Canada
$1.59M +$61.2K +389 +4%
TA
1732
TCM Advisors
West Virginia
$1.59M -$1.66M
KA
1733
Kozak & Associates
Colorado
$1.59M +$314 +2 +0%
FFWA
1734
FRG Family Wealth Advisors
Washington
$1.58M +$27.9K +177 +2%
BG
1735
Benedetti & Gucer
Georgia
$1.58M +$947K +6,017 +149%
EI
1736
Ethic Inc
New York
$1.58M -$105K -665 -6%
SIA
1737
SeaBridge Investment Advisors
New Jersey
$1.58M +$545K +3,465 +53%
PFBT
1738
Parkside Financial Bank & Trust
Missouri
$1.58M +$167K +1,062 +12%
WWM
1739
WT Wealth Management
Arizona
$1.57M +$1.57M +10,003 New
BOC
1740
Barbara Oil Co
Illinois
$1.57M
AFP
1741
Ausdal Financial Partners
Iowa
$1.57M -$6.14K -39 -0.4%
LWM
1742
Lodestone Wealth Management
Washington
$1.57M -$258M -1,641,320 -99%
CAM
1743
Covenant Asset Management
New Jersey
$1.56M +$53.7K +341 +4%
TA
1744
Townsend & Associates
Colorado
$1.55M -$65.4K -402 -4%
WA
1745
WBH Advisory
Maryland
$1.55M -$70.5K -448 -4%
AA
1746
Advisory Alpha
Michigan
$1.55M +$136K +864 +10%
DAM
1747
Doheny Asset Management
California
$1.54M -$7.87K -50 -0.5%
KLCM
1748
KG&L Capital Management
Louisiana
$1.54M +$6.61K +42 +0.4%
IP
1749
Ignite Planners
California
$1.54M -$13.1K -85 -0.8%
PMA
1750
Prudent Man Advisors
Illinois
$1.54M -$25.2K -160 -2%