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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 %
FTWA
2351
Fifth Third Wealth Advisors
Ohio
$651K +$651K +3,993 New
RWA
2352
Roberts Wealth Advisors
California
$650K +$8.62K +51 +1%
OFG
2353
Oxford Financial Group
Indiana
$650K +$14.8K +91 +2%
KFA
2354
Kapstone Financial Advisors
Ohio
$649K
SGWM
2355
Sterling Group Wealth Management
California
$649K +$30K +184 +5%
SM
2356
Sweeney & Michel
California
$648K +$648K +4,157 New
PWP
2357
Pursue Wealth Partners
California
$647K +$187K +1,145 +41%
SFG
2358
Sovereign Financial Group
Connecticut
$646K +$1.47K +9 +0.2%
KC
2359
Kades & Cheifetz
Pennsylvania
$645K -$13.4K -82 -2%
DWM
2360
Dorchester Wealth Management
Quebec, Canada
$644K
JFA
2361
JNBA Financial Advisors
Minnesota
$643K -$6.04K -37 -0.9%
VCM
2362
Vigilant Capital Management
Maine
$643K -$26.6K -163 -4%
RLIM
2363
Red Lighthouse Investment Management
New York
$642K
CS
2364
Capital Square
Tennessee
$641K +$26.5K +158 +4%
IF
2365
Integrity Financial
Wyoming
$641K +$442K +2,708 +222%
RSS
2366
Rosenblum Silverman Sutton
California
$641K -$16.6K -102 -3%
EWM
2367
Elite Wealth Management
Washington
$641K
HCA
2368
Horan Capital Advisors
Ohio
$640K -$816 -5 -0.1%
SIC
2369
Sterling Investment Counsel
New York
$640K +$8.16K +50 +1%
OWA
2370
Octavia Wealth Advisors
Ohio
$638K -$12.7K -78 -2%
FNBOH
2371
First National Bank of Hutchinson
Kansas
$638K -$258K -1,581 -29%
MCCA
2372
Mill Creek Capital Advisors
Pennsylvania
$637K -$14.7K -90 -2%
SEP
2373
Southland Equity Partners
Missouri
$637K +$41.3K +253 +7%
RGC
2374
Roberts, Glore & Co
Illinois
$635K -$42.9K -263 -6%
PFG
2375
Prosperity Financial Group
California
$632K +$6.53K +40 +1%