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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 %
PGF
2126
Plan Group Financial
Oklahoma
$876K +$876K +5,525 New
CAM
2127
Cozad Asset Management
Illinois
$874K -$40.9K -260 -4%
TWP
2128
Tempus Wealth Planning
California
$874K -$37K -235 -4%
OPTFSNA
2129
Old Point Trust & Financial Services N A
Virginia
$874K -$106K -675 -11%
Kovitz Investment Group Partners
2130
Kovitz Investment Group Partners
Illinois
$871K -$252K -1,604 -22%
F4L
2131
Fortune 45 LLC
Louisiana
$868K +$6.48K +41 +0.8%
WAL
2132
W Advisors LLC
Tennessee
$868K
IA
2133
Inspire Advisors
Idaho
$867K +$23.3K +148 +3%
HJGA
2134
Hardman Johnston Global Advisors
Connecticut
$865K
AA
2135
Auxano Advisors
Washington
$865K
OLVIG
2136
Oliver Lagore Vanvalin Investment Group
Michigan
$865K +$290K +1,843 +50%
NLP
2137
Next Level Private
New York
$863K +$863K +5,561 New
KFG
2138
Kingdom Financial Group
Arizona
$860K +$860K +5,462 New
IGGA
2139
Iron Gate Global Advisors
Utah
$859K -$786 -5 -0.1%
SFS
2140
Strategic Financial Services
New York
$855K +$36K +225 +4%
WDG
2141
Wealth Dimensions Group
Ohio
$855K -$19.5K -124 -2%
VF
2142
Virtu Financial
New York
$852K +$852K +5,417 New
RCG
2143
Regatta Capital Group
California
$851K +$92.2K +586 +12%
RFM
2144
Royal Fund Management
Florida
$850K -$944 -6 -0.1%
PCM
2145
Piedmont Capital Management
Montana
$849K -$10.1K -64 -1%
FMP
2146
Financial Management Professionals
Texas
$846K +$14.6K +93 +2%
GGS
2147
Galvin Gaustad & Stein
Arizona
$845K -$276K -1,751 -25%
MFWP
2148
Mosaic Family Wealth Partners
Missouri
$845K -$14.9K -95 -2%
CAM
2149
CPA Asset Management
Florida
$839K +$1.57K +10 +0.2%
SC
2150
Sierra Capital
Florida
$839K +$33.7K +214 +4%