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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 %
FAT
2251
First American Trust
California
$729K +$9.95K +61 +1%
RMSCM
2252
R.M. Sincerbeaux Capital Management
New York
$726K
SL
2253
Salomon & Ludwin
Virginia
$726K -$20.7K -127 -3%
PWC
2254
PYA Waltman Capital
Tennessee
$725K +$245K +1,499 +51%
GAAM
2255
Guinness Atkinson Asset Management
California
$725K -$165K -1,010 -19%
JLBC
2256
J.L. Bainbridge & Co
Florida
$724K -$12.9K -79 -2%
APWA
2257
Atlas Private Wealth Advisors
New Jersey
$724K -$54.2K -332 -7%
HFAS
2258
Hummer Financial Advisory Services
Illinois
$723K -$52.2K -320 -7%
APWM
2259
Atlas Private Wealth Management
New York
$723K +$27.7K +170 +4%
SA
2260
SRN Advisors
Pennsylvania
$722K -$14.8K -91 -2%
NWM
2261
Northwest Wealth Management
Iowa
$722K +$303K +1,859 +72%
TIM
2262
Tevis Investment Management
Texas
$720K +$7.02K +43 +1%
JWWM
2263
Johnson & White Wealth Management
Pennsylvania
$720K +$720K +4,410 New
CM
2264
Cercano Management
Washington
$719K
SA
2265
Shilanski & Associates
Alaska
$719K +$5.27K +31 +0.7%
CWP
2266
Core Wealth Partners
California
$719K -$1.28M -7,875 -64%
NRW
2267
Nova R Wealth
Kansas
$717K -$11.6K -71 -2%
MSCM
2268
McElhenny Sheffield Capital Management
Texas
$715K +$35.2K +216 +5%
AA
2269
AF Advisors
California
$715K +$1.63K +10 +0.2%
HA
2270
Harbor Advisors
Florida
$713K
FDDB
2271
Fidelity D&D Bancorp
Pennsylvania
$713K +$713K +4,522 New
BA
2272
Ballew Advisors
Mississippi
$713K +$8.06K +52 +1%
SNB
2273
Security National Bank
Nebraska
$711K -$118K -721 -14%
KIA
2274
KLR Investment Advisors
Rhode Island
$711K -$136K -832 -16%
FGA
2275
Fortis Group Advisors
New Jersey
$711K +$711K +4,216 New