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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 %
JLBC
2276
J.L. Bainbridge & Co
Florida
$697K -$1.57K -10 -0.2%
CCA
2277
Cottonwood Capital Advisors
Utah
$697K -$14.2K -90 -2%
WPA
2278
Winning Points Advisors
Florida
$697K -$289K -1,935 -29%
MSCM
2279
McElhenny Sheffield Capital Management
Texas
$696K +$6.14K +39 +0.9%
KWM
2280
Kolinsky Wealth Management
New Jersey
$696K +$63K +403 +10%
CM
2281
Cercano Management
Washington
$693K
CWP
2282
Core Wealth Partners
California
$693K
SL
2283
Salomon & Ludwin
Virginia
$692K -$7.55K -48 -1%
CFO
2284
Callan Family Office
Pennsylvania
$691K -$397K -2,523 -36%
NBT
2285
Northwest Bank & Trust
Iowa
$690K +$690K +4,385 New
NWM
2286
Northwest Wealth Management
Iowa
$689K -$6.92K -44 -1%
AA
2287
AF Advisors
California
$689K
WFAG
2288
Wescott Financial Advisory Group
Pennsylvania
$689K +$325K +2,066 +89%
TIM
2289
Tortoise Investment Management
New York
$689K +$99.1K +630 +17%
IAIM
2290
Industrial Alliance Investment Management
Quebec, Canada
$688K -$17.5M -111,400 -96%
HA
2291
Harbor Advisors
Florida
$688K
MAWA
2292
Moss Adams Wealth Advisors
Washington
$687K +$20.8K +132 +3%
SFG
2293
Sterling Financial Group
California
$685K -$3.62K -23 -0.5%
AA
2294
Addison Advisors
Vermont
$683K -$2.05K -13 -0.3%
CPW
2295
Crestmont Private Wealth
Texas
$682K
LA
2296
Latitude Advisors
Florida
$682K +$155K +985 +29%
AT
2297
American Trust
Kentucky
$682K +$197K +1,250 +41%
ARG
2298
Advisory Resource Group
Oklahoma
$681K +$472 +3 +0.1%
SA
2299
SRN Advisors
Pennsylvania
$679K -$20.5K -130 -3%
NED
2300
Nancy E. Dempze
$679K +$121K +769 +22%