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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 %
RA
2401
Ruggaard & Associates
Ohio
$606K +$17.3K +110 +3%
BWM
2402
Baystate Wealth Management
Massachusetts
$605K +$176K +1,117 +41%
KC
2403
Kades & Cheifetz
Pennsylvania
$605K -$16.4K -104 -3%
EWM
2404
Elite Wealth Management
Washington
$605K -$13.7K -87 -2%
WI
2405
WrapManager Inc
California
$604K +$87.3K +555 +17%
FHC
2406
First Heartland Consultants
Missouri
$604K -$101K -643 -14%
AAP
2407
Arax Advisory Partners
Colorado
$603K +$44.4K +282 +8%
BPFA
2408
Barnes Pettey Financial Advisors
Mississippi
$603K +$81.5K +518 +16%
RSS
2409
Rosenblum Silverman Sutton
California
$602K -$15.7K -100 -3%
W
2410
Wealthquest
Ohio
$600K -$232K -1,476 -28%
BWP
2411
Bernardo Wealth Planning
Pennsylvania
$599K +$5.51K +35 +0.9%
GG
2412
Golden Green
South Carolina
$598K -$9.91K -63 -2%
MGIA
2413
Matthew Goff Investment Advisor
Texas
$597K
CAM
2414
Costello Asset Management
Pennsylvania
$596K -$13.2K -84 -2%
RRA
2415
Round Rock Advisors
Connecticut
$592K
RWA
2416
Roberts Wealth Advisors
California
$592K -$13.5K -86 -2%
SM
2417
Sweeney & Michel
California
$590K -$73.8K -462 -11%
AFIA
2418
America First Investment Advisors
Nebraska
$590K
CS
2419
Capital Square
Tennessee
$589K -$13.1K -83 -2%
GWM
2420
Greenwich Wealth Management
Connecticut
$589K -$472 -3 -0.1%
GWS
2421
Glassman Wealth Services
Virginia
$589K +$1.42K +9 +0.2%
HWM
2422
Heirloom Wealth Management
Colorado
$588K -$51.8K -329 -8%
RHJA
2423
Rice Hall James & Associates
California
$588K
BAM
2424
Brave Asset Management
New Jersey
$587K -$196K -1,243 -25%
FAT
2425
First American Trust
California
$587K -$117K -741 -17%