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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 %
AWM
2151
Angeles Wealth Management
California
$839K +$53.8K +342 +7%
RZH
2152
Relyea Zuckerberg Hanson
Connecticut
$838K -$107K -677 -11%
KC
2153
Kingfisher Capital
North Carolina
$838K +$53.3K +339 +7%
ACP
2154
Aviance Capital Partners
Florida
$835K +$472 +3 +0.1%
IWM
2155
Integris Wealth Management
California
$834K
SFC
2156
Strategic Financial Concepts
Texas
$834K -$25.5K -162 -3%
BCA
2157
Bray Capital Advisors
Florida
$832K -$30.8K -196 -4%
IIA
2158
Integral Investment Advisors
California
$832K -$9.13K -58 -1%
GAM
2159
Gemmer Asset Management
California
$831K +$36.4K +231 +5%
AAG
2160
Armstrong Advisory Group
Massachusetts
$829K +$12.6K +80 +2%
TWP
2161
Total Wealth Planning
Ohio
$828K +$8.65K +55 +1%
FWA
2162
FSM Wealth Advisors
Ohio
$825K +$143K +906 +21%
WAM
2163
WFA Asset Management
Wisconsin
$823K -$32.7K -208 -4%
SQA
2164
Simon Quick Advisors
New Jersey
$822K +$3.46K +22 +0.4%
JSL
2165
JT Stratford LLC
Georgia
$821K +$54.1K +344 +7%
KFC
2166
Klingenstein Fields & Co
New York
$820K +$2.2K +14 +0.3%
LCM
2167
Leisure Capital Management
California
$818K -$485K -3,080 -37%
SF
2168
Summit Financial
New Jersey
$817K +$147K +935 +22%
HBW
2169
Hazlett, Burt & Watson
West Virginia
$816K +$13K +83 +2%
CSI
2170
Cross Staff Investments
New York
$816K +$157 +1 +0%
SWIM
2171
Smallwood Wealth Investment Management
New Jersey
$815K
TWA
2172
Talisman Wealth Advisors
New Jersey
$815K +$3.3K +21 +0.4%
HWA
2173
Heartwood Wealth Advisors
Virginia
$814K +$36.3K +231 +5%
PA
2174
Perennial Advisors
New York
$813K -$157 -1 -0%
APG
2175
Abacus Planning Group
South Carolina
$812K +$13.7K +87 +2%