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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 %
ZIG
2426
Zullo Investment Group
Pennsylvania
$587K -$20.1K -128 -3%
BWP
2427
BSW Wealth Partners
Colorado
$586K -$2.2K -14 -0.4%
SIS
2428
Sound Income Strategies
Florida
$586K +$185K +1,175 +46%
CWA
2429
CJM Wealth Advisers
Virginia
$586K -$198K -1,257 -25%
FFC
2430
First Financial Corp
Indiana
$585K +$15.6K +99 +3%
LAM
2431
Lakewood Asset Management
Illinois
$585K +$472 +3 +0.1%
ACA
2432
Affinity Capital Advisors
California
$584K -$12.1K -77 -2%
CFA
2433
Capstone Financial Advisors
Illinois
$584K -$6.61K -42 -1%
SLT
2434
St Louis Trust
Missouri
$584K
PWSG
2435
Pacific Wealth Strategies Group
California
$581K +$158K +1,004 +37%
KCM
2436
KRS Capital Management
Michigan
$581K +$80.4K +511 +16%
VLC
2437
Van Leeuwen & Company
New Jersey
$579K +$12.9K +82 +2%
BBA
2438
Baader Bank Aktiengesellschaft
Germany
$579K -$319K -2,060 -35%
MIM
2439
Meixler Investment Management
Arizona
$579K -$12.6K -80 -2%
RFP
2440
Root Financial Partners
California
$578K -$24.9K -158 -4%
FAG
2441
Financial Advisory Group
Texas
$578K -$68K -432 -11%
DLCIG
2442
D.L. Carlson Investment Group
New Hampshire
$578K -$5.51K -35 -0.9%
VCM
2443
Vision Capital Management
Oregon
$577K -$2.68K -17 -0.5%
KCM
2444
Kathmere Capital Management
Pennsylvania
$577K +$332K +2,110 +136%
CWM
2445
Castle Wealth Management
Florida
$576K -$30.5K -194 -5%
ACA
2446
Aspire Capital Advisors
Washington
$576K +$21.6K +137 +4%
WA
2447
Wealthstar Advisors
Texas
$574K -$429K -2,727 -43%
TAIM
2448
TD Ameritrade Investment Management
Nebraska
$574K -$58.9K -374 -9%
HWM
2449
Hohimer Wealth Management
Washington
$574K
WAG
2450
Winthrop Advisory Group
Massachusetts
$574K +$35.7K +227 +7%