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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 %
CWA
1951
Consilium Wealth Advisory
Texas
$1.14M -$146K -897 -11%
DG
1952
DMC Group
Alabama
$1.14M +$98.6K +580 +9%
GFA
1953
Gallagher Fiduciary Advisors
Illinois
$1.14M +$1.14M +6,965 New
VWA
1954
V Wealth Advisors
Kansas
$1.13M +$8K +49 +0.7%
PI
1955
Parkside Investments
Illinois
$1.13M +$4.57K +28 +0.4%
CIM
1956
CIM Investment Management
Pennsylvania
$1.13M +$106K +651 +10%
CFO
1957
Callan Family Office
Pennsylvania
$1.13M +$653K +4,005 +138%
FMN
1958
Financial Management Network
California
$1.13M +$38.4K +227 +4%
CCFP
1959
Charles Carroll Financial Partners
Massachusetts
$1.13M -$16.3K -100 -1%
CAM
1960
Campion Asset Management
Virginia
$1.12M
ESBC
1961
E.S. Barr & Co
Kentucky
$1.12M -$65.3K -400 -6%
SFB
1962
STAR Financial Bank
Indiana
$1.12M -$20.2K -124 -2%
CAMV
1963
Concord Asset Management (Virginia)
Virginia
$1.12M +$1.12M +6,835 New
EGA
1964
E&G Advisors
Texas
$1.11M -$6.53K -40 -0.6%
AAM
1965
Aureus Asset Management
Massachusetts
$1.11M +$45K +276 +4%
MHR
1966
Matthew Hamilton Rosenberg
$1.11M +$11.3K +69 +1%
TF
1967
TLWM Financial
Texas
$1.11M -$23.3K -143 -2%
BWM
1968
Baron Wealth Management
Michigan
$1.11M +$12.7K +78 +1%
NAS
1969
Nicolet Advisory Services
Wisconsin
$1.11M +$95.9K +572 +9%
BW
1970
BIP Wealth
Georgia
$1.1M +$1.1M +6,755 New
SSWM
1971
Sheets Smith Wealth Management
North Carolina
$1.1M +$2.28K +14 +0.2%
AFM
1972
Abbot Financial Management
Massachusetts
$1.1M -$48.9K -300 -4%
HBT
1973
Heartland Bank & Trust
Illinois
$1.1M +$881K +5,401 +409%
WC
1974
Westhampton Capital
North Carolina
$1.1M -$8.16K -50 -0.7%
SW
1975
SkyOak Wealth
Michigan
$1.1M -$242K -1,485 -18%