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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 %
AWA
2101
Amplius Wealth Advisors
Pennsylvania
$911K +$33.4K +205 +4%
NCM
2102
NCM Capital Management
New Jersey
$909K +$10.6K +65 +1%
A
2103
AustralianSuper
Australia
$908K +$908K +5,566 New
SWM
2104
Salvus Wealth Management
New Jersey
$907K +$15K +92 +2%
WDG
2105
Wealth Dimensions Group
Ohio
$907K -$272K -1,666 -23%
CFO
2106
Collective Family Office
Pennsylvania
$903K +$192K +1,178 +27%
GWM
2107
Gray Wealth Management
Maine
$903K +$1.96K +12 +0.2%
WAL
2108
W Advisors LLC
Tennessee
$900K -$10.3K -63 -1%
HJGA
2109
Hardman Johnston Global Advisors
Connecticut
$897K
BCA
2110
Bray Capital Advisors
Florida
$895K +$653 +4 +0.1%
BFA
2111
BMS Financial Advisors
South Dakota
$894K +$3.1K +19 +0.3%
MWM
2112
MorganRosel Wealth Management
Colorado
$893K +$668K +4,094 +297%
PCM
2113
Piedmont Capital Management
Montana
$893K -$41K -251 -4%
MFWP
2114
Mosaic Family Wealth Partners
Missouri
$892K -$13.1K -80 -1%
IGGA
2115
Iron Gate Global Advisors
Utah
$891K -$5.55K -34 -0.6%
SFC
2116
Strategic Financial Concepts
Texas
$891K +$891K +5,461 New
F4L
2117
Fortune 45 LLC
Louisiana
$890K +$269K +1,649 +43%
DOA
2118
D'Orazio & Associates
Virginia
$889K -$53.4K -327 -6%
AW
2119
Avion Wealth
Texas
$889K +$4.31K +24 +0.5%
EFL
2120
ERn Financial LLC
Wisconsin
$889K +$31.7K +194 +4%
WAM
2121
WFA Asset Management
Wisconsin
$888K +$8K +49 +0.9%
RFM
2122
Royal Fund Management
Florida
$882K +$653 +4 +0.1%
BBA
2123
Baader Bank Aktiengesellschaft
Germany
$877K +$294K +1,944 +50%
IA
2124
IAM Advisory
Pennsylvania
$875K -$369K -2,262 -30%
AF
2125
Apexium Financial
Texas
$875K -$12.9K -79 -1%