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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 %
OCG
2101
Opus Capital Group
Ohio
$902K
CWA
2102
Centennial Wealth Advisory
Michigan
$901K -$304K -1,929 -25%
CA
2103
Carson Advisory
Georgia
$900K -$1.42K -9 -0.2%
BAG
2104
Bridgewealth Advisory Group
California
$898K +$15K +95 +2%
SXL
2105
Summit X LLC
Missouri
$897K +$166K +1,052 +23%
GWM
2106
Gray Wealth Management
Maine
$896K +$25.5K +162 +3%
SIC
2107
Samalin Investment Counsel
New York
$893K +$236K +1,500 +36%
FPGK
2108
Financial Partners Group (Kansas)
Kansas
$892K +$93.4K +586 +12%
FG
2109
Foster Group
Iowa
$891K +$84.5K +537 +10%
CF
2110
Copperwynd Financial
Arizona
$888K -$1.47M -9,316 -62%
LGA
2111
Lebenthal Global Advisors
New York
$887K +$285K +1,813 +47%
ARMT
2112
Amica Retiree Medical Trust
Rhode Island
$887K
FBFS
2113
First Business Financial Services
Wisconsin
$886K -$29.6K -188 -3%
HCM
2114
Highview Capital Management
Illinois
$886K -$151K -960 -15%
LIA
2115
LBMC Investment Advisors
Tennessee
$885K
EIA
2116
Edgemoor Investment Advisors
Maryland
$883K
AIM
2117
Achmea Investment Management
Netherlands
$882K +$233K +1,477 +36%
OTL
2118
Oak Thistle LLC
New York
$881K +$881K +5,596 New
SWMP
2119
Signature Wealth Management Partners
New Jersey
$880K
BW
2120
BIP Wealth
Georgia
$878K -$185K -1,178 -17%
RIG
2121
Renaissance Investment Group
Massachusetts
$877K -$93.8K -596 -10%
LC
2122
Lavaca Capital
Texas
$877K -$496K -3,150 -36%
NCM
2123
NCM Capital Management
New Jersey
$877K +$472 +3 +0.1%
IA
2124
IAM Advisory
Pennsylvania
$876K +$32.3K +205 +4%
BCM
2125
Blume Capital Management
California
$876K +$39.2K +249 +5%