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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 %
LFA
2226
Landmark Financial Advisors
Kentucky
$744K -$10.9K -69 -1%
GRQ
2227
Gardner Russo & Quinn
Pennsylvania
$743K -$16.5K -105 -2%
PPWM
2228
Paragon Private Wealth Management
Kentucky
$741K -$8.03K -51 -1%
CQS
2229
Credential Qtrade Securities
$741K +$711K +4,520 +2,366%
GG
2230
Greenwood Gearhart
Arkansas
$740K
AA
2231
Alta Advisers
United Kingdom
$740K
MCCA
2232
Mill Creek Capital Advisors
Pennsylvania
$739K +$125K +794 +20%
CCM
2233
Carderock Capital Management
Maryland
$736K
WP
2234
WealthShield Partners
North Carolina
$736K -$17.2K -109 -2%
VC
2235
Veracity Capital
Georgia
$735K -$19K -121 -3%
AP
2236
Atwood & Palmer
Missouri
$734K
AWM
2237
Accel Wealth Management
Iowa
$734K +$233K +1,479 +46%
IFWM
2238
Institute for Wealth Management
Colorado
$733K -$5.82K -37 -0.8%
FH
2239
FWG Holdings
Florida
$733K +$9.43K +59 +1%
CGA
2240
Crescent Grove Advisors
Illinois
$732K -$86.1K -547 -11%
VCM
2241
Versant Capital Management
Arizona
$729K -$15.7K -100 -2%
VCG
2242
Vantage Consulting Group
Virginia
$728K -$24.4K -155 -3%
SA
2243
Syntax Advisors
New York
$728K -$24.4K -155 -3%
BA
2244
Ballew Advisors
Mississippi
$728K
JC
2245
JB Capital
Connecticut
$726K -$44.5K -283 -6%
SAF
2246
Smith Anglin Financial
Texas
$726K +$4.09K +26 +0.6%
BFPW
2247
BOK Financial Private Wealth
Colorado
$725K -$388K -2,467 -35%
MPW
2248
Monterey Private Wealth
California
$725K -$94.3K -599 -12%
FCAG
2249
First Capital Advisors Group
New Jersey
$724K -$157 -1 -0%
RWA
2250
Rainsberger Wealth Advisors
Colorado
$723K -$47.2K -300 -6%