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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 %
SCM
2226
Sterneck Capital Management
Missouri
$767K -$177K -1,085 -19%
IFWM
2227
Institute for Wealth Management
Colorado
$766K -$17.3K -106 -2%
CCM
2228
Carderock Capital Management
Maryland
$763K -$16.5K -101 -2%
AC
2229
Avestar Capital
New York
$762K -$61.8K -379 -8%
AP
2230
Atwood & Palmer
Missouri
$761K -$48.9K -300 -6%
LAM
2231
L2 Asset Management
Massachusetts
$761K +$32.6K +200 +4%
SXL
2232
Summit X LLC
Missouri
$758K +$30K +184 +4%
BOM
2233
Bank of Marin
California
$757K +$38.3K +235 +5%
FCAG
2234
First Capital Advisors Group
New Jersey
$751K +$4.9K +30 +0.7%
PAM
2235
PVG Asset Management
Colorado
$749K +$749K +4,589 New
SAF
2236
Smith Anglin Financial
Texas
$748K +$4.9K +30 +0.7%
WWM
2237
Wagner Wealth Management
South Carolina
$745K +$86.8K +532 +13%
KCPG
2238
Kavar Capital Partners Group
Kansas
$743K -$48K -294 -6%
TLA
2239
Tanglewood Legacy Advisors
Texas
$740K
EIP
2240
Ellis Investment Partners
Pennsylvania
$739K +$5.87K +36 +0.8%
CSWM
2241
Cassady Schiller Wealth Management
Ohio
$739K
FH
2242
FWG Holdings
Florida
$738K -$265K -1,625 -26%
CCA
2243
Cottonwood Capital Advisors
Utah
$737K -$7.67K -47 -1%
WBC
2244
West Branch Capital
Massachusetts
$737K -$7.18K -44 -1%
AP
2245
Adero Partners
California
$736K +$172K +1,057 +31%
MIA
2246
Milestone Investment Advisors
Wisconsin
$733K +$733K +4,495 New
EIA
2247
Eldridge Investment Advisors
New Hampshire
$732K
JDR
2248
Jay D. Rosenbaum
$732K +$65.8K +403 +10%
FHC
2249
First Heartland Consultants
Missouri
$731K -$359K -2,203 -33%
BIA
2250
Barry Investment Advisors
Massachusetts
$730K +$979 +6 +0.1%