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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 %
WBG
2701
Wharton Business Group
Pennsylvania
$398K
MF
2702
Meridian Financial
Massachusetts
$397K
AWC
2703
Adamsbrown Wealth Consultants
Kansas
$396K +$20.8K +116 +6%
FI
2704
Fractal Investments
Connecticut
$395K
BIA
2705
Bell Investment Advisors
California
$394K +$11.5K +64 +3%
FP
2706
Financial Perspectives
Minnesota
$394K +$179 +1 +0%
QL
2707
Quarry LP
New York
$394K +$394K +2,194 New
AWM
2708
AAF Wealth Management
Massachusetts
$390K +$131K +729 +50%
LA
2709
Lakeside Advisors
Washington
$389K
SC
2710
Solstein Capital
California
$389K
SWP
2711
ShoreHaven Wealth Partners
New Jersey
$388K +$388K +2,163 New
WPW
2712
Watershed Private Wealth
Illinois
$388K +$388K +2,162 New
EDRIA
2713
Edmonds Duncan Registered Investment Advisors
Kansas
$387K
DM
2714
Diker Management
New York
$387K
CA
2715
Claris Advisors
Missouri
$386K
SNBOSD
2716
Security National Bank of So Dak
Iowa
$386K
BP
2717
Broadleaf Partners
Ohio
$385K -$91.1K -507 -19%
TAM
2718
Trillium Asset Management
Massachusetts
$385K +$7.36K +41 +2%
PAIM
2719
Punch & Associates Investment Management
Minnesota
$384K
HFS
2720
Heritage Financial Services
Massachusetts
$384K +$27.5K +153 +8%
JF
2721
Joule Financial
Kentucky
$382K +$99.8K +556 +35%
SCG
2722
Sonata Capital Group
Washington
$382K -$18.1K -101 -5%
UAML
2723
US Asset Management LLC
Pennsylvania
$381K +$381K +2,123 New
IWA
2724
IVC Wealth Advisors
Pennsylvania
$381K -$3.59K -20 -0.9%
LA
2725
Lane & Associates
New Jersey
$380K +$380K +2,118 New