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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 %
MWM
2001
Merriman Wealth Management
Washington
$1.04M +$245K +1,557 +31%
CBFP
2002
Cedar Brook Financial Partners
Ohio
$1.04M +$1.1K +7 +0.1%
AA
2003
AlphaQ Advisors
Florida
$1.04M +$74K +470 +8%
MWA
2004
Monograph Wealth Advisors
California
$1.04M
AP
2005
Appleton Partners
Massachusetts
$1.03M -$5.51K -35 -0.5%
OC
2006
Oarsman Capital
Wisconsin
$1.03M -$9.76K -62 -0.9%
CBT
2007
Central Bank & Trust
Kentucky
$1.03M -$9.76K -62 -0.9%
OCM
2008
Orser Capital Management
Texas
$1.03M -$3.15K -20 -0.3%
AIM
2009
Arcadia Investment Management
Michigan
$1.03M -$14.9K -95 -1%
MA
2010
MBA Advisors
Pennsylvania
$1.03M +$472 +3 +0%
TAM
2011
Townsend Asset Management
North Carolina
$1.03M +$2.52K +16 +0.2%
CFO
2012
Collective Family Office
Pennsylvania
$1.03M +$155K +985 +18%
DG
2013
DMC Group
Alabama
$1.03M -$26.9K -171 -3%
HI
2014
Hoey Investments
Pennsylvania
$1.02M -$235K -1,492 -19%
SNB
2015
Security National Bank
Nebraska
$1.02M +$336K +2,134 +49%
CFP
2016
Curran Financial Partners
South Carolina
$1.02M +$36.5K +232 +4%
V
2017
ViaWealth
Kansas
$1.02M -$18.9K -120 -2%
CIA
2018
Cascade Investment Advisors
Oregon
$1.01M +$15.7K +100 +2%
I
2019
InceptionR
California
$1.01M +$7.24K +46 +0.7%
LMKC
2020
L.M. Kohn & Company
Ohio
$1.01M +$460K +2,923 +83%
VIM
2021
Vista Investment Management
Pennsylvania
$1.01M +$64.8K +412 +7%
AIA
2022
Alera Investment Advisors
Illinois
$1.01M +$206K +1,312 +26%
IIC
2023
Integrated Investment Consultants
Michigan
$1.01M +$5.67K +36 +0.6%
EGM
2024
Engineers Gate Manager
New York
$1.01M -$3.14M -19,979 -76%
SMA
2025
Sage Mountain Advisors
Georgia
$1.01M +$14K +89 +1%