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Chevron

3,249 hedge funds and large institutions have $217B invested in Chevron in 2023 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,457 increasing their positions, 1,275 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,249
Holders Change
-20
Holders Change %
-0.61%
% of All Funds
52%
Holding in Top 10
261
Holding in Top 10 Change
-91
Holding in Top 10 Change %
-25.85%
% of All Funds
4.18%
New
187
Increased
1,457
Reduced
1,275
Closed
137
Calls
$3.48B
Puts
$3.28B
Net Calls
+$192M
Net Calls Change
+$673M
Name Holding Trade Value Shares
Change
Shares
Change %
MTC
1776
McDaniel Terry & Co
Texas
$1.46M +$6.52K +40 +0.4%
DAC
1777
Dividend Assets Capital
South Carolina
$1.46M
BOPW
1778
Brandywine Oak Private Wealth
Pennsylvania
$1.46M -$9.3K -57 -0.6%
GCA
1779
Gradient Capital Advisors
California
$1.46M -$6.04K -37 -0.4%
AFS
1780
Access Financial Services
Minnesota
$1.46M +$282K +1,729 +24%
BAM
1781
BOS Asset Management
Illinois
$1.45M -$109K -671 -7%
WTFG
1782
Wells Trecaso Financial Group
Ohio
$1.45M -$15.3K -94 -1%
RVPG
1783
Relative Value Partners Group
$1.45M -$21.4K -131 -1%
LWM
1784
Ledge Wealth Management
Minnesota
$1.45M +$98.7K +605 +7%
RP
1785
Rice Partnership
Hawaii
$1.45M +$8.65K +53 +0.6%
PSP
1786
Pacific Sage Partners
Washington
$1.45M -$17.3K -106 -1%
BRM
1787
Boston Research & Management
Massachusetts
$1.45M -$17.9K -110 -1%
3IP
1788
3Chopt Investment Partners
Virginia
$1.45M +$147K +899 +11%
DWM
1789
Drive Wealth Management
Utah
$1.44M +$61.2K +375 +4%
WFM
1790
Wolff Financial Management
Michigan
$1.44M +$326 +2 +0%
CFO
1791
CVA Family Office
Colorado
$1.44M +$37.9K +232 +3%
GEA
1792
Glen Eagle Advisors
New Jersey
$1.43M +$548K +3,361 +62%
EWM
1793
EPG Wealth Management
Georgia
$1.43M +$575K +3,524 +67%
BFC
1794
Blue Fin Capital
Rhode Island
$1.43M +$38.3K +245 +3%
SIG
1795
Sargent Investment Group
Maryland
$1.43M +$54.4K +320 +4%
TFA
1796
Transamerica Financial Advisors
Florida
$1.42M -$714K -4,372 -33%
CWS
1797
Cypress Wealth Services
California
$1.42M -$17.8K -109 -1%
KA
1798
KLCM Advisors
Wisconsin
$1.42M -$56.5K -346 -4%
WMA
1799
West Michigan Advisors
Michigan
$1.42M +$822K +5,041 +138%
LB
1800
Leo Brokerage
Texas
$1.42M +$1.42M +8,690 New