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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 %
LB
1751
Legacy Bridge
Iowa
$1.54M +$44.1K +280 +3%
TIA
1752
Traphagen Investment Advisors
New Jersey
$1.54M +$696K +4,422 +83%
CCM
1753
Canal Capital Management
Virginia
$1.54M +$237K +1,504 +18%
PPC
1754
Park Place Capital
Alabama
$1.53M +$195K +1,241 +15%
TF
1755
Tompkins Financial
New York
$1.53M
WSC
1756
Wellington Shields & Co
New York
$1.53M -$454K -2,883 -23%
VCM
1757
Virtue Capital Management
Tennessee
$1.52M +$30.3K +194 +2%
NP
1758
Nilsine Partners
Colorado
$1.52M +$24.2K +154 +2%
EWA
1759
Etesian Wealth Advisors
Oregon
$1.52M -$40.6K -258 -3%
FRA
1760
Front Row Advisors
California
$1.52M -$47.2K -300 -3%
TW
1761
TrinityPoint Wealth
Connecticut
$1.51M +$172K +1,095 +13%
BTWM
1762
Baker Tilly Wealth Management
Wisconsin
$1.51M -$72.2K -459 -5%
APWA
1763
Atlas Private Wealth Advisors
New Jersey
$1.51M +$807K +5,128 +116%
MFG
1764
Menard Financial Group
Texas
$1.5M -$67.3K -428 -4%
AFG
1765
AFS Financial Group
Maryland
$1.5M +$5.04K +32 +0.3%
SWM
1766
Silverlake Wealth Management
Vermont
$1.5M -$24.1K -153 -2%
PWC
1767
PYA Waltman Capital
Tennessee
$1.49M +$765K +4,667 +105%
CC
1768
Chicago Capital
Illinois
$1.49M -$36.7K -233 -2%
Fiera Capital (Canada)
1769
Fiera Capital (Canada)
Quebec, Canada
$1.49M
P
1770
&Partners
Tennessee
$1.49M +$34.9K +222 +2%
RWP
1771
RWA Wealth Partners
Massachusetts
$1.48M -$70.5K -448 -5%
HSWM
1772
Hubbell Strickland Wealth Management
Louisiana
$1.48M -$22.2K -141 -1%
FTC
1773
Farmers Trust Company
Ohio
$1.48M -$51.5K -327 -3%
FSCM
1774
Front Street Capital Management
Montana
$1.48M +$2.2K +14 +0.1%
TWM
1775
Tradition Wealth Management
Minnesota
$1.48M -$8.65K -55 -0.6%