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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 %
GWANC
1976
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.1M -$5.87K -36 -0.5%
ACI
1977
Alpha Cubed Investments
California
$1.09M -$5.26M -32,265 -83%
PP
1978
PDS Planning
Ohio
$1.09M +$276K +1,691 +34%
MAG
1979
Mayfair Advisory Group
Alabama
$1.09M +$38.1K +221 +4%
CCG
1980
Ceeto Capital Group
Florida
$1.09M +$9.47K +58 +0.9%
SOS
1981
Silver Oak Securities
Tennessee
$1.09M -$76K -466 -7%
SIAG
1982
Safeguard Investment Advisory Group
California
$1.08M +$21.9K +134 +2%
WWC
1983
Waypoint Wealth Counsel
Georgia
$1.08M +$11.6K +71 +1%
WKWM
1984
Walter & Keenan Wealth Management
Indiana
$1.08M +$533K +3,264 +97%
AIM
1985
Arcadia Investment Management
Michigan
$1.08M -$9.63K -59 -0.9%
OC
1986
Oarsman Capital
Wisconsin
$1.08M -$3.1K -19 -0.3%
CBT
1987
Central Bank & Trust
Kentucky
$1.08M +$138K +846 +15%
WPA
1988
Winning Points Advisors
Florida
$1.08M
AP
1989
Appleton Partners
Massachusetts
$1.08M +$113K +695 +12%
NQWM
1990
Northwest Quadrant Wealth Management
Oregon
$1.08M +$10.9K +67 +1%
AP
1991
Arlington Partners
Alabama
$1.08M +$213K +1,303 +25%
KI
1992
Kula Investments
Illinois
$1.08M +$1.08M +6,589 New
HCM
1993
Highview Capital Management
Illinois
$1.07M +$33.4K +205 +3%
GP
1994
Girard Partners
Pennsylvania
$1.07M -$144K -881 -12%
MWA
1995
Monograph Wealth Advisors
California
$1.07M -$846K -5,183 -44%
CP
1996
Covenant Partners
Tennessee
$1.07M
CBFP
1997
Cedar Brook Financial Partners
Ohio
$1.07M +$48.1K +295 +5%
V
1998
ViaWealth
Kansas
$1.07M -$4.08K -25 -0.4%
GTAM
1999
Global Trust Asset Management
Florida
$1.07M +$67.7K +415 +7%
OCM
2000
Orser Capital Management
Texas
$1.07M +$67.7K +415 +7%