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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 %
SFG
1801
StrategIQ Financial Group
Indiana
$1.42M +$1.14K +7 +0.1%
WPW
1802
Warther Private Wealth
Ohio
$1.42M +$18.9K +116 +1%
SC
1803
Searle & Co
Connecticut
$1.42M
RSC
1804
Red Spruce Capital
Pennsylvania
$1.42M +$132K +810 +10%
EWS
1805
Evergreen Wealth Solutions
Pennsylvania
$1.42M -$6.36K -39 -0.4%
JWM
1806
JGP Wealth Management
Oregon
$1.41M +$469K +2,874 +50%
FCB
1807
First Command Bank
Texas
$1.41M -$31.7K -194 -2%
FCFS
1808
First Command Financial Services
Texas
$1.41M -$31.7K -194 -2%
CWMGP
1809
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.41M -$39K -239 -3%
PJSIMP
1810
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.41M +$43.9K +263 +3%
TCCM
1811
Timber Creek Capital Management
Massachusetts
$1.4M
CA
1812
Calton & Associates
Florida
$1.4M -$209K -1,279 -13%
IP
1813
Investment Partners
Ohio
$1.4M +$3.1K +19 +0.2%
VIM
1814
Vinva Investment Management
Australia
$1.4M +$1.4M +8,636 New
FAG
1815
Fortitude Advisory Group
Washington
$1.4M -$13.2K -81 -0.9%
CA
1816
Claro Advisors
Massachusetts
$1.4M +$29.4K +180 +2%
PA
1817
PSI Advisors
Florida
$1.39M +$149K +916 +12%
Credit Agricole
1818
Credit Agricole
France
$1.39M -$2.25M -13,786 -62%
TW
1819
TrinityPoint Wealth
Connecticut
$1.39M +$33.1K +203 +2%
IWM
1820
Iams Wealth Management
Nebraska
$1.39M +$566K +3,484 +69%
PPC
1821
Park Place Capital
Alabama
$1.38M +$5.38K +33 +0.4%
ANB
1822
Amarillo National Bank
Texas
$1.38M +$4.08K +25 +0.3%
RPCONE
1823
Retirement Planning Company of New England
Rhode Island
$1.38M +$46.5K +285 +3%
TSS
1824
Two Sigma Securities
New York
$1.38M +$933K +5,721 +211%
CNC
1825
Citizens & Northern Corp
Pennsylvania
$1.38M +$2.12K +13 +0.2%