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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 %
PAS
2351
Professional Advisory Services
Florida
$645K
BIA
2352
Beacon Investment Advisors
Maryland
$642K +$2.2K +14 +0.3%
TA
2353
Trellis Advisors
Washington
$642K -$14.5K -92 -2%
HCMG
2354
Howard Capital Management Group
California
$642K -$36.8K -234 -5%
CWA
2355
Clarity Wealth Advisors
California
$641K +$5.35K +34 +0.8%
AFG
2356
Allegheny Financial Group
Pennsylvania
$640K -$569K -3,619 -47%
RDFA
2357
Ritter Daniher Financial Advisory
Ohio
$640K +$6.77K +43 +1%
RFN
2358
RDA Financial Network
Iowa
$639K +$5.19K +33 +0.8%
BCMLT
2359
Beacon Capital Management LLC (Tennessee)
Tennessee
$638K +$9.76K +62 +2%
AWM
2360
Atticus Wealth Management
Florida
$637K -$16.7K -106 -3%
CA
2361
Cornerstone Advisory
Maryland
$636K -$106K -675 -14%
VCS
2362
Vaughan & Co Securities
New Jersey
$633K
BWM
2363
Birchcreek Wealth Management
Ohio
$633K
HSG
2364
Helen Stephens Group
Texas
$630K +$24.4K +155 +4%
PCM
2365
Perritt Capital Management
Illinois
$630K +$787 +5 +0.1%
BCFD
2366
Boit C.F. David
$629K
KC
2367
Kenfarb & Co
Kentucky
$629K
WHRC
2368
W.H. Reaves & Co
New Jersey
$629K +$315K +2,000 +100%
SGWM
2369
Sterling Group Wealth Management
California
$629K +$2.52K +16 +0.4%
VAM
2370
Verity Asset Management
North Carolina
$628K -$830K -5,274 -57%
GAAM
2371
Guinness Atkinson Asset Management
California
$627K -$71.9K -457 -10%
LCM
2372
Landscape Capital Management
New Jersey
$627K +$627K +3,982 New
WAM
2373
WNY Asset Management
New York
$626K +$20.5K +130 +3%
SAM
2374
Summit Asset Management
Tennessee
$625K -$28.2K -179 -4%
CG
2375
Cutler Group
California
$625K -$4.42M -28,118 -88%