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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 %
SAM
1776
Seelaus Asset Management
New Jersey
$1.47M -$246K -1,563 -14%
HWA
1777
Heritage Wealth Advisors
Virginia
$1.47M -$10.2K -65 -0.7%
MTC
1778
McDaniel Terry & Co
Texas
$1.47M +$58.4K +371 +4%
EL
1779
EMFO LLC
Florida
$1.46M
BS
1780
Bessemer Securities
New York
$1.46M -$189K -1,200 -11%
MCM
1781
McKinley Capital Management
Alaska
$1.46M -$13.8K -88 -0.9%
EWM
1782
EPG Wealth Management
Georgia
$1.46M +$79.3K +504 +6%
CCA
1783
Cravens & Co Advisors
Tennessee
$1.46M +$34K +216 +2%
PL
1784
Plancorp LLC
Missouri
$1.46M +$14.3K +91 +1%
BFC
1785
Blue Fin Capital
Rhode Island
$1.46M +$20.3K +129 +1%
DAC
1786
Dividend Assets Capital
South Carolina
$1.46M +$181K +1,153 +14%
AFS
1787
Access Financial Services
Minnesota
$1.46M +$51.8K +329 +4%
TFA
1788
Transamerica Financial Advisors
Florida
$1.45M +$81.2K +516 +6%
HIP
1789
Harrell Investment Partners
Texas
$1.45M +$2.36K +15 +0.2%
WI
1790
Wintrust Investments
Illinois
$1.45M -$14.8K -94 -1%
MPPLM
1791
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.45M +$273K +1,732 +23%
GC
1792
Gilbert & Cook
Iowa
$1.45M +$256K +1,625 +21%
RP
1793
Rice Partnership
Hawaii
$1.45M +$50.2K +319 +4%
HC
1794
Hamilton Capital
Ohio
$1.45M +$771K +4,900 +114%
PMFA
1795
Plante Moran Financial Advisors
Michigan
$1.45M +$27.1K +172 +2%
BAM
1796
BOS Asset Management
Illinois
$1.45M +$42.8K +272 +3%
CA
1797
Claro Advisors
Massachusetts
$1.44M +$91.6K +582 +7%
ACM
1798
Adalta Capital Management
New York
$1.44M
MIM
1799
Moseley Investment Management
Florida
$1.43M +$125K +792 +10%
CFCI
1800
Comprehensive Financial Consultants Institutional
Indiana
$1.43M +$1.69K +11 +0.1%