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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 %
KCFA
2326
Key Client Fiduciary Advisors
New Jersey
$673K +$33.3K +204 +5%
VFA
2327
Voya Financial Advisors
Connecticut
$672K +$108K +666 +19%
FNC
2328
First National Corp
Massachusetts
$672K
PF
2329
Phoenix Financial
Israel
$671K +$671K +4,171 New
COCM
2330
Charter Oak Capital Management
New Hampshire
$671K +$15.7K +96 +2%
XWM
2331
Xcel Wealth Management
Florida
$671K +$156K +959 +30%
FAG
2332
Financial Advisory Group
Texas
$670K +$136K +835 +26%
PAS
2333
Professional Advisory Services
Florida
$669K
CAM
2334
Cidel Asset Management
Ontario, Canada
$669K
BB
2335
Bell Bank
North Dakota
$666K -$3.75K -23 -0.6%
BIA
2336
Beacon Investment Advisors
Maryland
$664K +$8.49K +52 +1%
HWM
2337
Heirloom Wealth Management
Colorado
$663K -$68.5K -420 -9%
KWM
2338
Kolinsky Wealth Management
New Jersey
$661K +$327 +2 +0%
BG
2339
Benedetti & Gucer
Georgia
$660K +$660K +4,044 New
PCM
2340
Pointe Capital Management
Michigan
$659K +$268K +1,643 +68%
CWA
2341
Clarity Wealth Advisors
California
$659K -$2.77K -17 -0.4%
NPA
2342
Nichols & Pratt Advisers
Massachusetts
$657K
RFN
2343
RDA Financial Network
Iowa
$657K
RDFA
2344
Ritter Daniher Financial Advisory
Ohio
$657K +$49.9K +306 +8%
VCS
2345
Vaughan & Co Securities
New Jersey
$656K -$46.7K -286 -7%
BWM
2346
Birchcreek Wealth Management
Ohio
$656K +$2.45K +15 +0.4%
TAIM
2347
TD Ameritrade Investment Management
Nebraska
$656K -$216K -1,323 -25%
KC
2348
Kenfarb & Co
Kentucky
$653K
PCM
2349
Perritt Capital Management
Illinois
$652K +$10.3K +63 +2%
BCMLT
2350
Beacon Capital Management LLC (Tennessee)
Tennessee
$652K -$19.1K -117 -3%