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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 %
TA
2076
Tectonic Advisors
Texas
$948K +$259K +1,587 +38%
ACM
2077
AlphaStar Capital Management
North Carolina
$947K -$7.62M -46,730 -89%
BWCS
2078
Beirne Wealth Consulting Services
Connecticut
$947K +$5.71K +35 +0.6%
LWAM
2079
Legacy Wealth Asset Management
Minnesota
$946K -$10.6K -65 -1%
TWP
2080
Tempus Wealth Planning
California
$945K +$50.6K +310 +6%
TNB
2081
Thomasville National Bank
Georgia
$944K +$32.5K +199 +4%
III
2082
Independent Investors Inc
New York
$941K
NFA
2083
Northern Financial Advisors
Michigan
$939K -$3.75K -23 -0.4%
CICI
2084
Capital Investment Counsel Inc
North Carolina
$938K
QL
2085
Quarry LP
New York
$938K +$580K +3,552 +162%
OCG
2086
Opus Capital Group
Ohio
$935K -$8.32K -51 -0.9%
CA
2087
Carson Advisory
Georgia
$934K +$163 +1 +0%
AIFAIM
2088
American Institute for Advanced Investment Management
Arizona
$934K -$185K -1,175 -17%
SWA
2089
SOA Wealth Advisors
New York
$933K +$16.2K +99 +2%
SAM
2090
Security Asset Management
New York
$930K +$162K +991 +21%
LFG
2091
Larson Financial Group
Missouri
$923K +$158K +967 +21%
BBNB
2092
Baker Boyer National Bank
Washington
$922K +$126K +771 +16%
ARMT
2093
Amica Retiree Medical Trust
Rhode Island
$920K
LIA
2094
LBMC Investment Advisors
Tennessee
$918K
BW
2095
Bison Wealth
Georgia
$916K -$27.2K -174 -3%
EIA
2096
Edgemoor Investment Advisors
Maryland
$915K -$148K -907 -14%
BAG
2097
Bridgewealth Advisory Group
California
$915K
SP
2098
Successful Portfolios
Florida
$914K -$29.9K -183 -3%
SWMP
2099
Signature Wealth Management Partners
New Jersey
$912K -$16.3K -100 -2%
LIG
2100
Lokken Investment Group
Delaware
$911K +$160K +979 +21%