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Chevron

3,269 hedge funds and large institutions have $246B invested in Chevron in 2022 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,267 increasing their positions, 1,300 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,269
Holders Change
+232
Holders Change %
+7.64%
% of All Funds
52.74%
Holding in Top 10
352
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+28.94%
% of All Funds
5.68%
New
400
Increased
1,267
Reduced
1,300
Closed
105
Calls
$3.96B
Puts
$4.44B
Net Calls
-$481M
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Shares
Change %
JEST
2476
JTC Employer Solutions Trustee
Jersey
$572K
MAC
2477
Mason & Associates (California)
California
$572K +$230K +1,282 +67%
FFG
2478
Fortem Financial Group
California
$571K -$5.21K -29 -0.9%
UF
2479
Univest Financial
Pennsylvania
$570K
PWM
2480
Purus Wealth Management
California
$570K -$1.26K -7 -0.2%
BFS
2481
Bickling Financial Services
Massachusetts
$567K +$3.95K +22 +0.7%
BBWP
2482
Beacon Bridge Wealth Partners
Pennsylvania
$567K +$567K +3,159 New
LJAC
2483
L.J. Altfest & Co
New York
$567K +$5.92K +33 +1%
SIMM
2484
Stillwater Investment Management (Minnesota)
Minnesota
$567K +$4.67K +26 +0.8%
ACG
2485
Allen Capital Group
Nebraska
$567K -$2.4M -13,343 -81%
AWA
2486
Archvest Wealth Advisors
California
$567K +$3.23K +18 +0.6%
PWMG
2487
Pinnacle Wealth Management Group
Michigan
$566K -$179K -997 -24%
XWM
2488
Xcel Wealth Management
Florida
$566K -$17.9K -100 -3%
WDL
2489
Well Done LLC
Michigan
$566K -$79.1K -441 -12%
SSW
2490
Smith Shellnut Wilson
Mississippi
$565K -$1.26K -7 -0.2%
TRIA
2491
Trail Ridge Investment Advisors
Colorado
$564K
KAM
2492
Knightsbridge Asset Management
California
$560K +$718 +4 +0.1%
HWM
2493
HFR Wealth Management
New York
$559K +$124K +690 +28%
WRPWM
2494
Werba Rubin Papier Wealth Management
California
$559K +$559K +3,113 New
AA
2495
Axiom Advisory
California
$558K -$9.52K -53 -2%
AWM
2496
Accel Wealth Management
Iowa
$558K -$140K -781 -20%
B
2497
BetterWealth
California
$557K -$25.1K -140 -4%
Loomis, Sayles & Company
2498
Loomis, Sayles & Company
Massachusetts
$556K +$122K +681 +28%
RFN
2499
Redwood Financial Network
Ohio
$555K +$36.1K +201 +7%
AWS
2500
AJ Wealth Strategies
New York
$555K +$10.1K +56 +2%