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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 %
EWM
2026
Edge Wealth Management
New York
$1M +$38.9K +247 +4%
VFA
2027
Voya Financial Advisors
Connecticut
$1,000K +$353K +2,260 +55%
CWA
2028
Consilium Wealth Advisory
Texas
$1,000K -$97.7K -621 -9%
EW
2029
Evoke Wealth
California
$999K +$63.1K +401 +7%
MAG
2030
Mayfair Advisory Group
Alabama
$999K +$23K +149 +2%
MCA
2031
MSH Capital Advisors
Arizona
$998K +$601K +3,821 +152%
BC
2032
Barrett & Company
Rhode Island
$997K +$23.6K +150 +2%
BBNB
2033
Baker Boyer National Bank
Washington
$997K +$108K +686 +12%
HBT
2034
Heartland Bank & Trust
Illinois
$996K -$61.8K -393 -6%
MCM
2035
Manchester Capital Management
Vermont
$995K -$3.78K -24 -0.4%
DDC
2036
DF Dent & Co
Maryland
$995K +$206K +1,310 +26%
GWSG
2037
GPS Wealth Strategies Group
Colorado
$994K -$13.4K -85 -1%
DF
2038
Donoghue Forlines
Massachusetts
$992K -$328K -2,087 -25%
TAS
2039
TIFF Advisory Services
Pennsylvania
$990K
JMFC
2040
J.M. Forbes & Co
Massachusetts
$990K
WF
2041
Wayfinding Financial
Washington
$990K +$51.8K +326 +6%
AC
2042
Allstate Corporation
Illinois
$986K
SWM
2043
Sendero Wealth Management
Texas
$982K +$982K +6,242 New
RCG
2044
Rock Creek Group
District of Columbia
$980K +$29.7K +189 +3%
Massachusetts Financial Services
2045
Massachusetts Financial Services
Massachusetts
$979K +$52.7K +335 +6%
WW
2046
Waterfront Wealth
Kansas
$974K -$17.4K -107 -2%
WFA
2047
WestHill Financial Advisors
California
$973K +$2.05K +13 +0.2%
LIG
2048
Lokken Investment Group
Delaware
$973K +$93.8K +596 +11%
CSB
2049
City State Bank
Iowa
$972K -$5.35K -34 -0.5%
LWAM
2050
Legacy Wealth Asset Management
Minnesota
$972K +$58.8K +374 +6%