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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 %
TIM
2401
Tortoise Investment Management
New York
$611K
GDP
2402
Great Diamond Partners
Maine
$611K +$31.2K +191 +5%
GWM
2403
Greenwich Wealth Management
Connecticut
$611K +$163 +1 +0%
RA
2404
Ruggaard & Associates
Ohio
$611K +$611K +3,743 New
BWP
2405
BSW Wealth Partners
Colorado
$610K +$16.5K +101 +3%
RHJA
2406
Rice Hall James & Associates
California
$610K
GWS
2407
Glassman Wealth Services
Virginia
$609K -$92.8K -569 -13%
TCWA
2408
Ten Capital Wealth Advisors
Washington
$608K +$115K +704 +23%
LAM
2409
Lakewood Asset Management
Illinois
$606K +$326 +2 +0.1%
ACM
2410
Avalon Capital Management
California
$606K -$8.16K -50 -1%
SLT
2411
St Louis Trust
Missouri
$605K
DLCIG
2412
D.L. Carlson Investment Group
New Hampshire
$605K +$144K +885 +31%
PCMC
2413
Paragon Capital Management (Colorado)
Colorado
$603K
FNA
2414
First National Advisers
Nebraska
$602K +$54.3K +333 +10%
VCM
2415
Vision Capital Management
Oregon
$601K -$138K -847 -19%
APA
2416
Astoria Portfolio Advisors
New York
$601K +$195K +1,154 +48%
JWM
2417
Janiczek Wealth Management
Colorado
$599K +$10.9K +63 +2%
BWA
2418
Blodgett Wealth Advisors
California
$598K +$5.55K +34 +0.9%
OLVIG
2419
Oliver Lagore Vanvalin Investment Group
Michigan
$596K +$175K +1,073 +42%
HWM
2420
Hohimer Wealth Management
Washington
$595K
LSIA
2421
LaSalle St. Investment Advisors
Illinois
$595K +$174K +1,071 +41%
CCM
2422
Carlson Capital Management
Minnesota
$594K -$4.89K -30 -0.8%
SCM
2423
SOL Capital Management
Maryland
$593K
HIC
2424
Hartline Investment Corp
Illinois
$592K +$37.5K +230 +7%
CRIG
2425
Charter Research & Investment Group
Connecticut
$592K