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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 %
JHP
2201
James Hambro & Partners
United Kingdom
$786K +$2.77K +17 +0.4%
RFA
2202
Register Financial Advisors
Georgia
$786K +$157K +964 +25%
LWP
2203
Lumature Wealth Partners
Georgia
$785K +$8.65K +53 +1%
CA
2204
Claar Advisors
New York
$783K +$24.5K +150 +3%
LFA
2205
Landmark Financial Advisors
Kentucky
$783K +$17.5K +107 +2%
PVH
2206
Psagot Value Holdings
Israel
$782K
B
2207
Bridgeworth
Alabama
$782K +$47.1K +289 +6%
VC
2208
Veracity Capital
Georgia
$782K -$110K -676 -12%
SHA
2209
Seneca House Advisors
Virginia
$781K -$12.6K -77 -2%
WP
2210
WealthShield Partners
North Carolina
$781K -$17.6K -108 -2%
VCG
2211
Vantage Consulting Group
Virginia
$780K +$33.8K +207 +5%
SA
2212
Syntax Advisors
New York
$780K +$33.8K +207 +5%
T
2213
TRUADVICE
Florida
$779K +$440K +2,611 +130%
MCM
2214
Mendel Capital Management
Arkansas
$778K +$17.1K +105 +2%
HIA
2215
HTG Investment Advisors
Connecticut
$777K -$1.96K -12 -0.3%
PPWM
2216
Paragon Private Wealth Management
Kentucky
$777K +$133K +816 +21%
EBSAM
2217
Eubel Brady & Suttman Asset Management
Ohio
$777K +$26.6K +163 +4%
TFA
2218
Triad Financial Advisors
North Carolina
$775K +$1.63K +10 +0.2%
VCM
2219
Versant Capital Management
Arizona
$772K -$104K -637 -12%
AIA
2220
Affinity Investment Advisors
California
$771K -$3.68M -22,554 -83%
CL
2221
COWA LLC
Oklahoma
$770K +$584K +15,097 +314%
CA
2222
Cornerstone Advisory
Maryland
$769K -$4.9K -30 -0.6%
GP
2223
Greenline Partners
New York
$768K -$97.9K -600 -11%
GG
2224
Greenwood Gearhart
Arkansas
$768K -$11.9K -73 -2%
AA
2225
Alta Advisers
United Kingdom
$767K