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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 %
ABLA
2701
Alan B. Lancz & Associates
Ohio
$412K
OMC
2702
Old Mission Capital
Illinois
$411K +$411K +2,440 New
ITB
2703
Idaho Trust Bank
Idaho
$410K -$5.73K -34 -1%
TFP
2704
Triune Financial Partners
Kansas
$410K +$3.04K +18 +0.7%
ZIMP
2705
Zimmermann Investment Management & Planning
Pennsylvania
$409K -$44.7K -265 -10%
SL
2706
Summitry LLC
California
$409K +$4.38K +26 +1%
CWR
2707
Chico Wealth RIA
California
$409K +$409K +2,424 New
GFWA
2708
Grey Fox Wealth Advisors
Delaware
$408K -$24.3K -144 -6%
PWAC
2709
Private Wealth Advisors (California)
California
$407K -$16.2K -96 -4%
MAM
2710
MMA Asset Management
Pennsylvania
$406K +$506 +3 +0.1%
MHB
2711
Midwest Heritage Bank
Iowa
$405K
WDL
2712
Well Done LLC
Michigan
$402K -$1.01K -6 -0.3%
OCM
2713
Objective Capital Management
Ohio
$401K -$3.71K -22 -0.9%
JF
2714
JSF Financial
California
$401K -$6.75K -40 -2%
Loomis, Sayles & Company
2715
Loomis, Sayles & Company
Massachusetts
$401K +$37.6K +223 +10%
THWM
2716
Taylor Hoffman Wealth Management
Virginia
$400K
GHA
2717
Granite Harbor Advisors
Texas
$399K +$6.91K +41 +2%
SFG
2718
Sather Financial Group
Texas
$399K +$9.95K +59 +3%
SIM
2719
SSI Investment Management
California
$398K -$4.22K -25 -1%
AIIMS
2720
Analyst IMS Investment Management Services
Israel
$398K +$112K +655 +39%
HAG
2721
HF Advisory Group
Maryland
$397K +$154K +900 +63%
PFA
2722
Pettinga Financial Advisors
Indiana
$397K +$169 +1 +0%
PAM
2723
PVG Asset Management
Colorado
$397K +$2.02K +12 +0.5%
VP
2724
Verum Partners
North Carolina
$396K +$396K +2,350 New
HGERS
2725
Householder Group Estate & Retirement Specialist
Arizona
$396K +$396K +2,347 New