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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 %
JGUA
2001
John G. Ullman & Associates
New York
$1.07M -$7.02K -43 -0.7%
SIA
2002
SeaBridge Investment Advisors
New Jersey
$1.07M +$260K +1,595 +32%
TWM
2003
Tanager Wealth Management
United Kingdom
$1.07M -$36.9K -226 -3%
FFS
2004
Founders Financial Securities
Maryland
$1.07M +$119K +728 +12%
WA
2005
Wambolt & Associates
Colorado
$1.07M +$92.1K +542 +9%
MA
2006
MBA Advisors
Pennsylvania
$1.07M +$42.6K +261 +4%
CA
2007
Cambridge Advisors
Nebraska
$1.07M +$26.9K +165 +3%
TAM
2008
Townsend Asset Management
North Carolina
$1.06M -$22K -135 -2%
PFA
2009
Pure Financial Advisors
California
$1.06M -$37.7K -231 -3%
LWA
2010
Lineweaver Wealth Advisors
Ohio
$1.05M +$33.5K +205 +3%
JE
2011
JMAC Enterprises
Pennsylvania
$1.05M +$83.5K +512 +9%
CPC
2012
Cookson Peirce & Co
Pennsylvania
$1.05M -$8.65K -53 -0.8%
GWSG
2013
GPS Wealth Strategies Group
Colorado
$1.04M +$1.04M +6,402 New
I
2014
InceptionR
California
$1.04M +$1.04M +6,386 New
IIC
2015
Integrated Investment Consultants
Michigan
$1.04M -$56.6K -347 -5%
FNBOSM
2016
First National Bank of South Miami
Florida
$1.04M +$13.9K +85 +1%
RIM
2017
RW Investment Management
Idaho
$1.04M +$35.9K +220 +4%
WA
2018
Wealthstar Advisors
Texas
$1.04M -$3.26K -20 -0.3%
MCM
2019
Manchester Capital Management
Vermont
$1.04M -$816 -5 -0.1%
CIA
2020
Cascade Investment Advisors
Oregon
$1.03M +$87.3K +535 +9%
WCM
2021
Washburn Capital Management
Florida
$1.03M -$12.2K -75 -1%
AFM
2022
Andesa Financial Management
Pennsylvania
$1.03M +$319K +4,233 +45%
SMA
2023
Sage Mountain Advisors
Georgia
$1.03M +$405K +2,481 +65%
GCM
2024
Gladius Capital Management
Illinois
$1.03M +$564K +3,457 +122%
TAS
2025
TIFF Advisory Services
Pennsylvania
$1.03M +$1.03M +6,293 New