CVX icon

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 %
CAM
2376
Costello Asset Management
Pennsylvania
$632K -$26.1K -160 -4%
RB
2377
Renasant Bank
Mississippi
$632K +$6.04K +37 +1%
GG
2378
Golden Green
South Carolina
$630K -$13.9K -85 -2%
NJBEST
2379
New Jersey Better Educational Savings Trust
New Jersey
$630K
PBT
2380
Pictet Bank & Trust
Bahamas
$630K
CWM
2381
Castle Wealth Management
Florida
$629K -$21.5K -132 -3%
MCA
2382
Maryland Capital Advisors
Maryland
$629K
ZIG
2383
Zullo Investment Group
Pennsylvania
$629K +$18.8K +115 +3%
KAM
2384
Knightsbridge Asset Management
California
$629K +$119K +732 +23%
WAM
2385
WNY Asset Management
New York
$628K
HSG
2386
Helen Stephens Group
Texas
$628K +$85.8K +526 +16%
SMG
2387
Smart Money Group
Texas
$627K -$17.2K -102 -3%
RFP
2388
Root Financial Partners
California
$625K +$625K +3,832 New
LGA
2389
Lebenthal Global Advisors
New York
$624K -$25.9K -159 -4%
FA
2390
Fermata Advisors
California
$624K -$591K -2,722 -49%
GKWIM
2391
Gerber Kawasaki Wealth & Investment Management
California
$622K
MGIA
2392
Matthew Goff Investment Advisor
Texas
$619K +$123K +753 +25%
ACA
2393
Affinity Capital Advisors
California
$619K +$6.2K +38 +1%
AFT
2394
Alpha Family Trust
California
$617K +$44.9K +275 +8%
BWP
2395
Bernardo Wealth Planning
Pennsylvania
$616K -$5.88K -36 -0.9%
RRA
2396
Round Rock Advisors
Connecticut
$614K -$3.92K -24 -0.6%
MIM
2397
Meixler Investment Management
Arizona
$613K -$2.45K -15 -0.4%
CA
2398
Crumly & Associates
Illinois
$613K +$82.4K +505 +16%
CFA
2399
Capstone Financial Advisors
Illinois
$612K +$4.73K +29 +0.8%
AFIA
2400
America First Investment Advisors
Nebraska
$612K +$60.4K +370 +11%