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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 %
JMFC
2026
J.M. Forbes & Co
Massachusetts
$1.03M +$12.1K +74 +1%
AC
2027
Allstate Corporation
Illinois
$1.02M -$12.5M -76,473 -92%
CFP
2028
Curran Financial Partners
South Carolina
$1.02M +$35.1K +215 +4%
MPIA
2029
Mountain Pacific Investment Advisers
Idaho
$1.02M -$3.92K -24 -0.4%
EFG
2030
Everhart Financial Group
Ohio
$1.02M +$61K +374 +6%
FC
2031
Forte Capital
New York
$1.02M -$11.4K -70 -1%
OPTFSNA
2032
Old Point Trust & Financial Services N A
Virginia
$1.02M +$138K +846 +16%
ERWM
2033
Elk River Wealth Management
Colorado
$1.02M +$37.5K +230 +4%
CHA
2034
Cooper/Haims Advisors
New York
$1.01M -$56.8K -348 -5%
LWM
2035
Lodestone Wealth Management
Washington
$1.01M +$1M +1,635,021 +10,055%
CSB
2036
City State Bank
Iowa
$1.01M -$13.4K -82 -1%
AG
2037
AIA Group
Hong Kong
$1.01M +$1.01M +6,207 New
BC
2038
Barrett & Company
Rhode Island
$1.01M +$12.2K +75 +1%
WFA
2039
WestHill Financial Advisors
California
$1.01M -$14.4K -88 -1%
RIG
2040
Renaissance Investment Group
Massachusetts
$1.01M +$192K +1,178 +24%
WQ
2041
Wealth Quarterback
New Jersey
$1M +$28.9K +177 +3%
PWP
2042
Phillips Wealth Planners
Mississippi
$1,000K -$3.85K -23 -0.4%
EWA
2043
Encompass Wealth Advisors
Oregon
$999K +$359K +2,200 +56%
EWM
2044
Edge Wealth Management
New York
$998K -$348K -2,133 -26%
AA
2045
AlphaQ Advisors
Florida
$997K +$66.1K +405 +7%
OFA
2046
Oak Family Advisors
Illinois
$995K -$118K -721 -11%
WCA
2047
Westover Capital Advisors
Delaware
$993K
WW
2048
Waterfront Wealth
Kansas
$993K -$1.96K -12 -0.2%
Blackstone Inc
2049
Blackstone Inc
New York
$989K +$989K +6,063 New
AWM
2050
Aberdeen Wealth Management
Illinois
$987K