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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 %
WA
1951
Wambolt & Associates
Colorado
$1.11M +$120K +760 +12%
SRSA
1952
S.R. Schill & Associates
Washington
$1.11M +$315 +2 +0%
SL
1953
Sentry LLC
Tennessee
$1.11M
CCG
1954
Ceeto Capital Group
Florida
$1.11M +$53.8K +342 +5%
DLHL
1955
Donald L. Hagan LLC
Florida
$1.1M -$44.7K -284 -4%
VWA
1956
V Wealth Advisors
Kansas
$1.1M +$9.76K +62 +0.9%
BWP
1957
Balboa Wealth Partners
Arizona
$1.1M +$1.57K +10 +0.1%
FCB
1958
First County Bank
Connecticut
$1.1M -$54.1K -344 -5%
JWCA
1959
J.W. Coons Advisors
Ohio
$1.1M -$23.6K -150 -2%
GP
1960
Girard Partners
Pennsylvania
$1.1M +$63.9K +406 +6%
SLWA
1961
San Luis Wealth Advisors
California
$1.1M -$58K -369 -5%
EFM
1962
Eley Financial Management
Vermont
$1.1M -$19.2K -122 -2%
SOS
1963
Silver Oak Securities
Tennessee
$1.1M +$46.3K +294 +4%
UBG
1964
United Bank (Georgia)
Georgia
$1.1M -$102K -650 -9%
CIM
1965
CIM Investment Management
Pennsylvania
$1.09M +$2.68K +17 +0.2%
PP
1966
PDS Planning
Ohio
$1.09M +$38.9K +247 +4%
SFB
1967
STAR Financial Bank
Indiana
$1.09M +$13.4K +85 +1%
OIA
1968
Optimum Investment Advisors
Illinois
$1.09M -$15.6K -99 -1%
BWM
1969
Baron Wealth Management
Michigan
$1.09M +$22.8K +145 +2%
GWANC
1970
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.09M +$31K +197 +3%
CW
1971
Channel Wealth
California
$1.09M -$72.7K -462 -6%
FMN
1972
Financial Management Network
California
$1.09M +$36.5K +232 +3%
CAM
1973
Campion Asset Management
Virginia
$1.08M
AIA
1974
Angeles Investment Advisors
California
$1.08M -$19.8K -126 -2%
ESBC
1975
E.S. Barr & Co
Kentucky
$1.08M