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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 %
FSWA
2451
Financial Synergies Wealth Advisors
Texas
$573K +$57.4K +365 +11%
HA
2452
HC Advisors
Georgia
$572K +$31.5K +200 +6%
SCM
2453
SOL Capital Management
Maryland
$572K
BWA
2454
Bordeaux Wealth Advisors
California
$572K +$338K +2,145 +144%
CRIG
2455
Charter Research & Investment Group
Connecticut
$571K
TAM
2456
TCP Asset Management
Ohio
$571K
SFI
2457
SPC Financial Inc
Maryland
$570K +$98.3K +625 +21%
CAM
2458
Cubic Asset Management
Massachusetts
$569K +$20.1K +128 +4%
PIA
2459
Pinion Investment Advisors
Kansas
$568K +$173K +1,100 +44%
AWM
2460
Ameliora Wealth Management
Switzerland
$568K +$57.1K +363 +11%
WC
2461
Whitney & Co
New York
$567K
LT
2462
Legacy Trust
Michigan
$567K +$49.6K +315 +10%
EWM
2463
Evermay Wealth Management
Virginia
$567K +$35.7K +227 +7%
TAM
2464
Trillium Asset Management
Massachusetts
$564K +$240K +1,524 +74%
CWM
2465
Chemistry Wealth Management
New York
$563K +$83.9K +533 +18%
AIP
2466
Almanack Investment Partners
Pennsylvania
$561K +$235K +1,494 +72%
TWP
2467
Tower Wealth Partners
Pennsylvania
$561K +$2.2K +14 +0.4%
AM
2468
Atwater Malick
Pennsylvania
$559K +$126K +800 +29%
SDH
2469
Sloy Dahl & Holst
Washington
$559K
GCA
2470
Genesee Capital Advisors
New York
$559K -$766K -4,871 -58%
RB
2471
Renasant Bank
Mississippi
$558K -$50.7K -322 -8%
VCM
2472
Vigilant Capital Management
Maine
$557K -$62.9K -400 -10%
C1AG
2473
Client 1st Advisory Group
Florida
$557K +$3.15K +20 +0.6%
PWMG
2474
Provence Wealth Management Group
California
$556K -$7.71K -49 -1%
ORAM
2475
One River Asset Management
Connecticut
$556K -$15.8M -101,038 -97%