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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 %
CRI
2176
Colonial River Investments
Virginia
$811K -$754K -4,793 -48%
PWM
2177
PBMares Wealth Management
Virginia
$808K -$5.51K -35 -0.7%
BT
2178
Brandywine Trust
Delaware
$807K
SEP
2179
Southland Equity Partners
Missouri
$804K +$190K +1,207 +31%
AC
2180
Avestar Capital
New York
$803K +$68K +432 +9%
PAG
2181
Powers Advisory Group
Illinois
$803K +$19.7K +125 +3%
EFG
2182
Ethos Financial Group
Pennsylvania
$801K
JDR
2183
Jay D. Rosenbaum
$801K +$95.2K +605 +13%
JGIA
2184
Jackson Grant Investment Advisers
Connecticut
$800K +$4.09K +26 +0.5%
EIG
2185
Ellenbecker Investment Group
Wisconsin
$797K +$21.9K +139 +3%
KWA
2186
Kingswood Wealth Advisors
California
$796K +$796K +5,061 New
KCPG
2187
Kavar Capital Partners Group
Kansas
$795K +$78.7K +500 +11%
GWAM
2188
Guardian Wealth Advisors (Minnesota)
Minnesota
$794K +$11.8K +75 +2%
W
2189
WorthPointe
California
$794K -$121K -767 -13%
WI
2190
Wedgewood Investors
Pennsylvania
$794K
AWA
2191
Aletheian Wealth Advisors
Washington
$792K +$594K +3,773 +300%
SIA
2192
SkyView Investment Advisors
New Jersey
$789K +$7.09K +45 +0.9%
RPWA
2193
Regent Peak Wealth Advisors
Georgia
$789K +$1.42K +9 +0.2%
ACM
2194
Alta Capital Management
Utah
$788K +$2.99K +19 +0.4%
LFM
2195
Lumina Fund Management
New York
$787K
AAI
2196
American Assets Inc
California
$787K
LFG
2197
Larson Financial Group
Missouri
$786K -$104K -664 -12%
AW
2198
Avion Wealth
Texas
$784K +$4.72K +30 +0.6%
CA
2199
Claar Advisors
New York
$779K +$23.6K +150 +3%
OFG
2200
Oxford Financial Group
Indiana
$778K +$152K +963 +24%