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Chevron

3,310 hedge funds and large institutions have $223B invested in Chevron in 2023 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 1,616 increasing their positions, 1,101 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,310
Holders Change
+50
Holders Change %
+1.53%
% of All Funds
52.77%
Holding in Top 10
268
Holding in Top 10 Change
+72
Holding in Top 10 Change %
+36.73%
% of All Funds
4.27%
New
211
Increased
1,616
Reduced
1,101
Closed
121
Calls
$4.34B
Puts
$3.82B
Net Calls
+$521M
Net Calls Change
+$63.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
2476
BSW Wealth Partners
Colorado
$612K -$15.9K -94 -3%
C
2477
Covestor
United Kingdom
$612K +$95.6K +567 +19%
WAG
2478
Winthrop Advisory Group
Massachusetts
$612K -$3.04K -18 -0.5%
RFN
2479
Redwood Financial Network
Ohio
$611K +$79.8K +473 +15%
CAM
2480
Cubic Asset Management
Massachusetts
$610K
TAM
2481
TCP Asset Management
Ohio
$610K -$2.36K -14 -0.4%
SRC
2482
Sage Rhino Capital
California
$609K +$42K +249 +7%
WC
2483
Whitney & Co
New York
$608K
MA
2484
McBroom & Associates
Nevada
$608K +$47.6K +282 +8%
TFA
2485
Toth Financial Advisory
Virginia
$608K +$433K +2,569 +248%
PIA
2486
Pinion Investment Advisors
Kansas
$606K -$2.53K -15 -0.4%
TWP
2487
Tower Wealth Partners
Pennsylvania
$605K +$4.38K +26 +0.7%
GCA
2488
Genesee Capital Advisors
New York
$604K +$5.23K +31 +0.9%
ECM
2489
EMC Capital Management
Texas
$603K +$603K +3,577 New
APA
2490
Astoria Portfolio Advisors
New York
$603K -$4.02K -26 -0.7%
RWA
2491
Roberts Wealth Advisors
California
$600K -$22K -133 -4%
SAMT
2492
Select Asset Management & Trust
Pennsylvania
$599K +$22.9K +136 +4%
SDH
2493
Sloy Dahl & Holst
Washington
$599K
HFM
2494
Hartford Funds Management
Pennsylvania
$597K +$67.8K +402 +13%
VCWA
2495
Vanguard Capital Wealth Advisors
Colorado
$596K +$191K +1,131 +47%
ML
2496
McAdam LLC
Pennsylvania
$596K +$83.1K +493 +16%
QPW
2497
Quantum Private Wealth
Florida
$594K
C1AG
2498
Client 1st Advisory Group
Florida
$593K -$3.37K -20 -0.6%
DLCIG
2499
D.L. Carlson Investment Group
New Hampshire
$592K -$27K -160 -4%
CL
2500
COWA LLC
Oklahoma
$592K -$127K -751 -18%