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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 %
LWMM
2076
Legacy Wealth Management (Mississippi)
Mississippi
$940K -$3.15K -20 -0.3%
SWM
2077
Salvus Wealth Management
New Jersey
$934K +$59.3K +377 +7%
WCA
2078
Westover Capital Advisors
Delaware
$933K -$25.5K -162 -3%
SRAM
2079
Spouting Rock Asset Management
Pennsylvania
$931K
MPIA
2080
Mountain Pacific Investment Advisers
Idaho
$930K -$52.7K -335 -5%
AF
2081
Apexium Financial
Texas
$929K +$84.8K +539 +10%
AWA
2082
Amplius Wealth Advisors
Pennsylvania
$929K +$50.2K +319 +6%
SA
2083
SAM Advisors
California
$928K +$944 +6 +0.1%
MIM
2084
Morningstar Investment Management
Illinois
$922K +$152K +964 +20%
6F
2085
626 Financial
Michigan
$921K +$1.89K +12 +0.2%
CCM
2086
Chickasaw Capital Management
Tennessee
$918K
CICI
2087
Capital Investment Counsel Inc
North Carolina
$917K +$12.3K +78 +1%
BIM
2088
Bridgecreek Investment Management
Oklahoma
$917K
SPA
2089
Shore Point Advisors
New Jersey
$916K
BWCS
2090
Beirne Wealth Consulting Services
Connecticut
$913K
CHP
2091
Cable Hill Partners
Oregon
$913K -$7.4K -47 -0.8%
ERWM
2092
Elk River Wealth Management
Colorado
$911K -$67.7K -430 -7%
TA
2093
Tectonic Advisors
Texas
$910K -$4.25K -27 -0.5%
PA
2094
Prossimo Advisors
California
$909K +$909K +5,779 New
RFA
2095
Register Financial Advisors
Georgia
$909K +$151K +957 +20%
NFA
2096
Northern Financial Advisors
Michigan
$908K +$2.99K +19 +0.3%
III
2097
Independent Investors Inc
New York
$908K
SWA
2098
SOA Wealth Advisors
New York
$905K +$5.82K +37 +0.6%
PMG
2099
Private Management Group
California
$905K +$79.5K +505 +10%
FFS
2100
Founders Financial Securities
Maryland
$902K -$129K -820 -13%