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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 %
TWA
2151
Talisman Wealth Advisors
New Jersey
$841K +$79.1K +485 +10%
PRC
2152
Pearl River Capital
Michigan
$840K +$840K +5,147 New
HBW
2153
Hazlett, Burt & Watson
West Virginia
$837K +$43.1K +264 +5%
BT
2154
Brandywine Trust
Delaware
$837K
FG
2155
Foster Group
Iowa
$837K +$85.8K +526 +11%
SFS
2156
Strategic Financial Services
New York
$836K -$395K -2,420 -32%
SC
2157
Sierra Capital
Florida
$835K -$7.02K -43 -0.8%
AIA
2158
Alera Investment Advisors
Illinois
$833K +$8.48K +52 +1%
FCM
2159
Fourpath Capital Management
Oklahoma
$832K +$34.4K +211 +4%
APG
2160
Abacus Planning Group
South Carolina
$828K -$23K -141 -3%
JGIA
2161
Jackson Grant Investment Advisers
Connecticut
$826K +$58.6K +359 +8%
BIP
2162
Blueprint Investment Partners
North Carolina
$824K -$1.33M -8,135 -62%
GAM
2163
Gemmer Asset Management
California
$824K +$1.96K +12 +0.2%
WI
2164
Wedgewood Investors
Pennsylvania
$823K -$32.6K -200 -4%
MWM
2165
Merriman Wealth Management
Washington
$822K -$39.6K -243 -5%
MWM
2166
Moulton Wealth Management
Washington
$820K
FPGK
2167
Financial Partners Group (Kansas)
Kansas
$818K +$154K +945 +23%
DDC
2168
DF Dent & Co
Maryland
$818K +$318K +1,950 +64%
AIM
2169
Alhambra Investment Management
Florida
$817K +$817K +5,008 New
RPWA
2170
Regent Peak Wealth Advisors
Georgia
$817K -$13.2K -81 -2%
LFM
2171
Lumina Fund Management
New York
$816K +$816K +5,000 New
AAI
2172
American Assets Inc
California
$816K
MTIM
2173
Marathon Trading Investment Management
Pennsylvania
$816K +$816K +5,000 New
KC
2174
Kingfisher Capital
North Carolina
$814K +$7.02K +43 +0.9%
HIIFS
2175
Harel Insurance Investments & Financial Services
Israel
$814K +$13.8K +85 +2%