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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 %
RAG
2301
RIA Advisory Group
Iowa
$692K +$692K +4,243 New
DWM
2302
Defined Wealth Management
Oregon
$691K +$326 +2 +0%
MAWA
2303
Moss Adams Wealth Advisors
Washington
$691K -$2.12K -13 -0.3%
AFG
2304
Altiora Financial Group
Ohio
$690K +$2.77K +17 +0.4%
NCMW
2305
Northern Capital Management (Washington)
Washington
$688K
CFSG
2306
Clark Financial Services Group
Missouri
$687K -$1.31K -8 -0.2%
LAIC
2307
Lederer & Associates Investment Counsel
California
$687K +$67.3K +413 +11%
CHA
2308
Carmichael Hill & Associates
Maryland
$687K +$163 +1 +0%
HGERS
2309
Householder Group Estate & Retirement Specialist
Arizona
$686K +$686K +4,203 New
WBCM
2310
Wilson & Boucher Capital Management
California
$685K +$4.57K +28 +0.7%
BCFD
2311
Boit C.F. David
$683K
C
2312
CEDRUS
Colorado
$682K -$58.3K -357 -8%
AWM
2313
Act Wealth Management
Texas
$682K -$15.8K -97 -2%
SIC
2314
Samalin Investment Counsel
New York
$681K +$5.39K +33 +0.8%
VIG
2315
Vienna Insurance Group
Poland
$681K +$681K +4,176 New
TA
2316
Trellis Advisors
Washington
$681K +$15.8K +97 +2%
APIM
2317
Agate Pass Investment Management
Washington
$679K
DP
2318
Divergent Planning
Maryland
$678K +$678K +4,155 New
SAM
2319
Summit Asset Management
Tennessee
$677K
CCIA
2320
Cherry Creek Investment Advisors
Colorado
$677K -$5.39K -33 -0.8%
AWM
2321
Atticus Wealth Management
Florida
$677K +$19.9K +122 +3%
EA
2322
Eclectic Associates
California
$676K -$129K -790 -16%
DAM
2323
Derbend Asset Management
Georgia
$676K +$33.8K +207 +5%
CIA
2324
Cladis Investment Advisory
Montana
$675K +$32.6K +200 +5%
AIM
2325
Achmea Investment Management
Netherlands
$674K +$21.4K +131 +3%