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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 %
ACM
2176
Alta Capital Management
Utah
$814K +$3.1K +19 +0.4%
AWM
2177
Angeles Wealth Management
California
$814K +$41K +251 +5%
CWA
2178
CJM Wealth Advisers
Virginia
$812K -$79K -484 -9%
PAG
2179
Powers Advisory Group
Illinois
$812K +$4.57K +28 +0.6%
BAM
2180
Brave Asset Management
New Jersey
$812K -$19.9K -122 -2%
GWAM
2181
Guardian Wealth Advisors (Minnesota)
Minnesota
$812K +$21.5K +132 +3%
ECM
2182
Elgethun Capital Management
South Dakota
$811K -$3.41K -20 -0.4%
SIA
2183
SkyView Investment Advisors
New Jersey
$810K +$12.6K +77 +2%
MA
2184
MKT Advisors
California
$807K -$9K -53 -1%
SC
2185
Steph & Co
Wisconsin
$807K +$48.1K +295 +6%
HWA
2186
Heartwood Wealth Advisors
Virginia
$807K +$131K +805 +19%
EIG
2187
Ellenbecker Investment Group
Wisconsin
$803K -$8.31K -51 -1%
QC
2188
Quent Capital
New York
$803K +$3.75K +23 +0.5%
VEA
2189
Virtus ETF Advisers
New York
$802K +$74.4K +456 +10%
EFG
2190
Ethos Financial Group
Pennsylvania
$801K +$19.4K +119 +2%
JC
2191
JB Capital
Connecticut
$800K +$26.4K +162 +3%
OF
2192
Outfitter Financial
Maine
$799K -$163K -1,000 -17%
RWA
2193
Rainsberger Wealth Advisors
Colorado
$799K +$2.94K +18 +0.4%
MIM
2194
Morningstar Investment Management
Illinois
$798K -$80.6K -494 -9%
HEIP
2195
Hudson Edge Investment Partners
New Jersey
$796K -$3.26K -20 -0.4%
JSL
2196
JT Stratford LLC
Georgia
$796K -$865K -5,299 -52%
AI
2197
Accredited Investors
Minnesota
$790K -$58.4K -358 -7%
MAG
2198
MRA Advisory Group
New Jersey
$788K +$9.3K +57 +1%
GRQ
2199
Gardner Russo & Quinn
Pennsylvania
$787K +$2.12K +13 +0.3%
SFG
2200
Sterling Financial Group
California
$786K