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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 %
HCP
1876
Holt Capital Partners
Texas
$1.26M
GSEP
1877
Golden State Equity Partners
California
$1.26M +$1.26M +7,704 New
CFA
1878
Compass Financial Advisors
Indiana
$1.26M -$77.2K -473 -6%
PG
1879
Prostatis Group
Maryland
$1.26M -$27.3K -168 -2%
SJIM
1880
St. Johns Investment Management
Florida
$1.25M +$30.3K +186 +2%
AFG
1881
Allegheny Financial Group
Pennsylvania
$1.25M +$5.38K +33 +0.4%
MLA
1882
My Legacy Advisors
Oregon
$1.25M -$10.6K -63 -0.8%
BHC
1883
Bowen Hanes & Co
Florida
$1.25M +$259K +1,585 +26%
CG
1884
Castellan Group
Kentucky
$1.25M -$5.71K -35 -0.5%
RCM
1885
Raleigh Capital Management
North Carolina
$1.25M +$104K +640 +9%
FBT
1886
First Bank & Trust
South Dakota
$1.25M -$849K -5,202 -40%
CWA
1887
Centennial Wealth Advisory
Michigan
$1.25M +$256K +1,572 +26%
CWP
1888
Concord Wealth Partners
Virginia
$1.25M +$849K +5,205 +213%
MWA
1889
Meridian Wealth Advisors
Texas
$1.25M -$302K -1,851 -19%
BWA
1890
Beam Wealth Advisors
Louisiana
$1.25M -$979 -6 -0.1%
WP
1891
Westmount Partners
California
$1.25M +$266K +1,631 +27%
MSWM
1892
McGlone Suttner Wealth Management
Wisconsin
$1.25M +$126K +769 +11%
FANJ
1893
Financial Architects (New Jersey)
New Jersey
$1.24M -$57.9K -355 -4%
AFG
1894
ABLE Financial Group
Arizona
$1.24M +$1.24M +7,629 New
MTC
1895
Matrix Trust Company
Colorado
$1.24M +$160K +982 +15%
UBG
1896
United Bank (Georgia)
Georgia
$1.24M +$86.5K +530 +7%
KFI
1897
Key Financial Inc
Pennsylvania
$1.24M +$38.2K +234 +3%
LCM
1898
LCM Capital Management
Illinois
$1.24M +$51.9K +318 +4%
GC
1899
Gilbert & Cook
Iowa
$1.24M -$27.7K -170 -2%
CM
1900
CoreCommodity Management
Connecticut
$1.24M -$126K -773 -9%