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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 %
XWM
2251
Xcel Wealth Management
Florida
$723K +$76.3K +485 +12%
GJIA
2252
Glass Jacobson Investment Advisors
Maryland
$719K +$719K +4,572 New
BWA
2253
Blodgett Wealth Advisors
California
$718K +$142K +900 +25%
VEA
2254
Virtus ETF Advisers
New York
$717K -$56.3K -358 -7%
TLA
2255
Tanglewood Legacy Advisors
Texas
$714K
CSWM
2256
Cassady Schiller Wealth Management
Ohio
$713K
SFG
2257
Sovereign Financial Group
Connecticut
$712K +$88.3K +561 +14%
TIM
2258
Tevis Investment Management
Texas
$711K +$16.5K +105 +2%
BOM
2259
Bank of Marin
California
$709K -$21.4K -136 -3%
CF
2260
Clarity Financial
Texas
$707K +$707K +4,496 New
BIA
2261
Barry Investment Advisors
Massachusetts
$707K +$3.3K +21 +0.5%
MA
2262
MKT Advisors
California
$707K -$47.5K -299 -6%
LAIC
2263
Lederer & Associates Investment Counsel
California
$707K +$43.6K +277 +7%
APWM
2264
Atlas Private Wealth Management
New York
$707K +$9.76K +62 +1%
ICM
2265
IMS Capital Management
Oregon
$707K +$352K +2,235 +99%
LWM
2266
LJI Wealth Management
Indiana
$706K +$35.7K +227 +5%
AP
2267
Adero Partners
California
$704K -$5.51K -35 -0.8%
KWMG
2268
King Wealth Management Group
Florida
$703K +$225K +1,428 +47%
EIP
2269
Ellis Investment Partners
Pennsylvania
$702K -$10.4K -66 -1%
CHA
2270
Carmichael Hill & Associates
Maryland
$702K +$39.5K +251 +6%
KIA
2271
KLR Investment Advisors
Rhode Island
$700K +$14.8K +94 +2%
RMSCM
2272
R.M. Sincerbeaux Capital Management
New York
$700K
B
2273
Bridgeworth
Alabama
$699K -$55.2K -351 -7%
HFAS
2274
Hummer Financial Advisory Services
Illinois
$698K
ECM
2275
Exchange Capital Management
Michigan
$698K +$15.1K +96 +2%