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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 %
WWM
2326
Wagner Wealth Management
South Carolina
$667K -$52.4K -333 -7%
COCM
2327
Charter Oak Capital Management
New Hampshire
$666K +$18.6K +118 +3%
AFG
2328
Altiora Financial Group
Ohio
$666K +$157 +1 +0%
FGA
2329
Fortis Group Advisors
New Jersey
$664K +$315 +2 +0%
SA
2330
Shilanski & Associates
Alaska
$663K -$2.05K -13 -0.3%
NCMW
2331
Northern Capital Management (Washington)
Washington
$663K
C
2332
CEDRUS
Colorado
$661K +$3.15K +20 +0.5%
CFSG
2333
Clark Financial Services Group
Missouri
$661K -$1.42K -9 -0.2%
AWM
2334
Act Wealth Management
Texas
$660K +$1.57K +10 +0.2%
PFG
2335
Prosperity Financial Group
California
$660K +$49.9K +317 +8%
VSQM
2336
V-Square Quantitative Management
Illinois
$657K +$657K +4,176 New
SP
2337
Successful Portfolios
Florida
$657K -$225K -1,430 -26%
AI
2338
Accredited Investors
Minnesota
$656K -$105K -670 -14%
PCM
2339
Pointe Capital Management
Michigan
$655K +$19.2K +122 +3%
APIM
2340
Agate Pass Investment Management
Washington
$651K -$3.93K -25 -0.6%
CIA
2341
Cladis Investment Advisory
Montana
$651K
PVH
2342
Psagot Value Holdings
Israel
$650K -$109K -700 -14%
EA
2343
Eclectic Associates
California
$650K -$2.52K -16 -0.4%
KCFA
2344
Key Client Fiduciary Advisors
New Jersey
$649K +$315 +2 +0%
AO
2345
Advisor OS
Illinois
$649K +$358K +2,277 +123%
DWM
2346
Dechtman Wealth Management
Colorado
$648K +$648K +4,120 New
TCWA
2347
Ten Capital Wealth Advisors
Washington
$648K +$62.4K +397 +11%
WBCM
2348
Wilson & Boucher Capital Management
California
$646K -$14.9K -95 -2%
CAM
2349
Cidel Asset Management
Ontario, Canada
$645K
SCA
2350
SMH Capital Advisors
Texas
$645K -$10.2K -65 -2%