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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 %
BHWM
2526
Beaird Harris Wealth Management
Texas
$564K +$10.5K +62 +2%
AGA
2527
Accuvest Global Advisors
Utah
$564K -$6.57K -39 -1%
FEM
2528
Fulcrum Equity Management
Texas
$564K +$564K +3,342 New
CWA
2529
CM Wealth Advisors
Ohio
$564K +$104K +715 +23%
RPA
2530
Rock Point Advisors
Vermont
$562K
WA
2531
Wealth Architects
California
$561K +$41K +243 +8%
CCG
2532
Chatham Capital Group
Georgia
$559K -$4.22K -25 -0.7%
WA
2533
WESPAC Advisors
California
$559K +$675 +4 +0.1%
RB
2534
Renasant Bank
Mississippi
$559K -$39.6K -235 -7%
NF
2535
Nikulski Financial
Iowa
$558K -$3.71K -22 -0.7%
OWA
2536
One Wealth Advisors
California
$558K +$5.9K +35 +1%
EG
2537
Ellerson Group
Maryland
$558K +$71.2K +422 +15%
CCM
2538
Carlson Capital Management
Minnesota
$558K -$14K -83 -2%
LT
2539
Legacy Trust
Michigan
$557K -$50.9K -302 -8%
ACM
2540
Aljian Capital Management
Nevada
$556K +$50.6K +300 +10%
ZF
2541
Zhang Financial
Michigan
$556K
WC
2542
Waterloo Capital
Texas
$556K +$241K +1,431 +77%
CC
2543
Centiva Capital
New York
$555K -$3.37M -19,962 -86%
PWM
2544
Purus Wealth Management
California
$554K +$9.44K +56 +2%
BIP
2545
Blueprint Investment Partners
North Carolina
$554K +$283K +1,676 +104%
PWMG
2546
Pinnacle Wealth Management Group
Michigan
$554K
LFGO
2547
Legacy Financial Group (Oklahoma)
Oklahoma
$553K
SAG
2548
Spotlight Asset Group
Illinois
$551K
MSA
2549
Marino Stram & Associates
Massachusetts
$550K +$26.6K +158 +5%
WAS
2550
Winch Advisory Services
Wisconsin
$549K +$34.4K +204 +7%