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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 %
WA
2551
Wealth Architects
California
$509K +$39.3K +219 +8%
SWA
2552
Sax Wealth Advisors
New Jersey
$508K
DLCIG
2553
D.L. Carlson Investment Group
New Hampshire
$507K -$137K -764 -21%
WCF
2554
West Coast Financial
California
$506K -$40.7K -227 -7%
PIA
2555
Pinion Investment Advisors
Kansas
$506K -$189K -1,050 -27%
PWP
2556
Pursue Wealth Partners
California
$506K +$179K +1,000 +55%
PS
2557
Planned Solutions
California
$505K +$33.2K +185 +7%
CCG
2558
Coastwise Capital Group
California
$504K -$119K -664 -19%
GWP
2559
Gateway Wealth Partners
Wisconsin
$504K +$504K +2,807 New
PP
2560
Pacifica Partners
Canada
$503K +$6.29K +35 +1%
AWAU
2561
Alliance Wealth Advisors (Utah)
Utah
$503K +$503K +2,803 New
CANY
2562
Caxton Associates (New York)
New York
$500K +$500K +2,786 New
FA
2563
Financial Advisors
Massachusetts
$500K -$72K -401 -13%
FSWA
2564
Financial Synergies Wealth Advisors
Texas
$500K +$48.3K +269 +11%
SIS
2565
Strategic Investment Solutions
Illinois
$500K +$500K +2,955 New
SB
2566
Sunflower Bank
Texas
$499K -$203K -1,129 -29%
SNBOSCI
2567
Security National Bank of Sioux City Iowa
Iowa
$499K +$24.2K +135 +5%
TFCP
2568
Twin Focus Capital Partners
Massachusetts
$499K +$23K +128 +5%
GC
2569
Gibson Capital
Pennsylvania
$499K
LPIC
2570
LeJeune Puetz Investment Counsel
Michigan
$499K -$118K -659 -19%
FI
2571
Financial Insights
Washington
$498K
WFAG
2572
Worth Financial Advisory Group
North Carolina
$498K +$498K +2,772 New
WWA
2573
WC Walker & Associates
California
$497K +$54.5K +340 +12%
PO
2574
Private Ocean
California
$497K -$19.9K -111 -4%
OWA
2575
One Wealth Advisors
California
$496K +$4.13K +23 +0.8%