CVX icon

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 %
BRA
2301
Biechele Royce Advisors
Indiana
$679K +$7.08K +45 +1%
NPA
2302
Nichols & Pratt Advisers
Massachusetts
$679K +$44.8K +285 +7%
CWM
2303
Connecticut Wealth Management
Connecticut
$678K +$126K +802 +23%
SFS
2304
Stiles Financial Services
Minnesota
$678K +$8.81K +56 +1%
AWA
2305
Aaron Wealth Advisors
Illinois
$676K -$2.2K -14 -0.3%
OWA
2306
Opal Wealth Advisors
New York
$676K +$214K +1,360 +46%
NRW
2307
Nova R Wealth
Kansas
$676K -$15.6K -99 -2%
GC
2308
Guidance Capital
Kentucky
$676K +$676K +4,116 New
HT
2309
Headlands Technologies
Illinois
$675K -$646K -4,104 -49%
Holocene Advisors
2310
Holocene Advisors
New York
$675K +$675K +4,288 New
DAM
2311
Derbend Asset Management
Georgia
$675K +$22.7K +144 +3%
OWA
2312
Octavia Wealth Advisors
Ohio
$674K +$58.1K +369 +9%
CC
2313
Cornerstone Capital
California
$674K
CCIA
2314
Cherry Creek Investment Advisors
Colorado
$672K +$18.6K +118 +3%
CGH
2315
CMG Global Holdings
Texas
$671K +$1.57K +10 +0.2%
DMBA
2316
Deseret Mutual Benefit Administrators
Utah
$670K
CL
2317
COWA LLC
Oklahoma
$670K -$2.46M -15,644 -79%
UF
2318
Univest Financial
Pennsylvania
$670K
MTIM
2319
Marathon Trading Investment Management
Pennsylvania
$670K -$117K -744 -15%
OMC
2320
Overbrook Management Corp
New York
$669K
FNBSF
2321
First National Bank Sioux Falls
South Dakota
$668K
DWM
2322
Defined Wealth Management
Oregon
$668K +$1.57K +10 +0.2%
DAM
2323
Diamant Asset Management
Connecticut
$668K
HDIM
2324
Hanson & Doremus Investment Management
Vermont
$667K -$13.7K -87 -2%
SMG
2325
Smart Money Group
Texas
$667K +$81.2K +516 +14%