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Chevron

3,050 hedge funds and large institutions have $268B invested in Chevron in 2022 Q1 according to their latest regulatory filings, with 296 funds opening new positions, 1,123 increasing their positions, 1,342 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,050
Holders Change
+166
Holders Change %
+5.76%
% of All Funds
48.27%
Holding in Top 10
243
Holding in Top 10 Change
+153
Holding in Top 10 Change %
+170%
% of All Funds
3.85%
New
296
Increased
1,123
Reduced
1,342
Closed
100
Calls
$4.87B
Puts
$4.47B
Net Calls
+$398M
Net Calls Change
+$947M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
2001
Appleton Partners
Massachusetts
$886K -$78.5K -482 -8%
APWA
2002
Atlas Private Wealth Advisors
New Jersey
$884K -$1.28M -7,864 -59%
MIM
2003
Meixler Investment Management
Arizona
$878K -$82.3K -505 -9%
CA
2004
Cornerstone Advisory
Maryland
$878K +$48.9K +300 +6%
BFA
2005
BMS Financial Advisors
South Dakota
$877K +$52.2K +321 +6%
RCG
2006
Rock Creek Group
District of Columbia
$876K +$340K +2,086 +63%
VCM
2007
Versant Capital Management
Arizona
$874K +$182K +1,115 +26%
HWM
2008
Heirloom Wealth Management
Colorado
$874K +$874K +5,209 New
RB
2009
Renasant Bank
Mississippi
$872K -$213K -1,310 -20%
WCM
2010
Whitener Capital Management
North Carolina
$871K +$83K +510 +11%
VFA
2011
Voya Financial Advisors
Connecticut
$870K -$267K -1,613 -23%
JMFC
2012
J.M. Forbes & Co
Massachusetts
$870K -$19.9K -122 -2%
LCM
2013
Leisure Capital Management
California
$870K
WCM
2014
WealthBridge Capital Management
Ohio
$870K +$870K +5,341 New
BCMLT
2015
Beacon Capital Management LLC (Tennessee)
Tennessee
$868K +$868K +5,336 New
MAG
2016
Mayfair Advisory Group
Alabama
$867K -$3.94K -24 -0.5%
ACM
2017
Alta Capital Management
Utah
$867K +$3.42K +21 +0.4%
NW
2018
NewEdge Wealth
Pennsylvania
$867K +$291K +1,785 +50%
LDFR
2019
Lehman & Derafelo Financial Resources
Pennsylvania
$865K +$2.28K +14 +0.3%
MGAM
2020
McGowan Group Asset Management
Texas
$863K +$359K +2,202 +71%
CWP
2021
Curated Wealth Partners
California
$861K
GWM
2022
Gray Wealth Management
Maine
$860K -$20K -123 -2%
SP
2023
Successful Portfolios
Florida
$860K +$4.24K +26 +0.5%
MWM
2024
Merriman Wealth Management
Washington
$858K -$94.4K -580 -10%
BWM
2025
BCS Wealth Management
Tennessee
$857K -$506K -3,108 -37%