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Chevron

3,037 hedge funds and large institutions have $196B invested in Chevron in 2022 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 1,477 increasing their positions, 1,117 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,037
Holders Change
-3
Holders Change %
-0.1%
% of All Funds
52.52%
Holding in Top 10
273
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+20.8%
% of All Funds
4.72%
New
128
Increased
1,477
Reduced
1,117
Closed
82
Calls
$3.85B
Puts
$3.42B
Net Calls
+$429M
Net Calls Change
+$339M
Name Holding Trade Value Shares
Change
Shares
Change %
RTC
2726
Riverview Trust Company
Washington
$262K -$13.6K -95 -5%
MECA
2727
Miller Equity Capital Advisors
Texas
$262K
PWP
2728
Pursue Wealth Partners
California
$261K -$11.9K -83 -4%
SGK
2729
Steigerwald Gordon & Koch
Virginia
$261K -$719 -5 -0.3%
PA
2730
Planning Alternatives
Michigan
$260K
AIA
2731
AIMZ Investment Advisors
California
$260K
BWA
2732
Burt Wealth Advisors
Maryland
$260K +$260K +1,812 New
AWA
2733
AmeriServ Wealth Advisors
Pennsylvania
$259K
KCM
2734
Kendall Capital Management
Maryland
$259K +$12.5K +87 +5%
ZIMP
2735
Zimmermann Investment Management & Planning
Pennsylvania
$257K -$6.32K -44 -2%
CPP
2736
Capasso Planning Partners
South Carolina
$257K +$257K +1,792 New
IWP
2737
Insight Wealth Partners
Texas
$255K -$197K -1,375 -44%
DGI
2738
Disciplined Growth Investors
Minnesota
$255K
CIC
2739
Cornercap Investment Counsel
Georgia
$255K
CJFS
2740
Coulter & Justus Financial Services
Tennessee
$254K +$574 +4 +0.2%
TWP
2741
Transparent Wealth Partners
Arkansas
$254K +$2.16K +15 +0.9%
KCM
2742
KRS Capital Management
Michigan
$254K +$14K +98 +6%
IA
2743
Inspire Advisors
Idaho
$254K +$32.3K +225 +15%
CFS
2744
Capital Financial Services
New York
$254K +$254K +1,765 New
PWA
2745
Phoenix Wealth Advisors
North Carolina
$253K -$3.59K -25 -1%
TCBWMS
2746
Texas Capital Bank Wealth Management Services
Texas
$252K -$144 -1 -0.1%
JAM
2747
Jupiter Asset Management
United Kingdom
$252K +$37.3K +260 +17%
Wealth Enhancement Advisory Services
2748
Wealth Enhancement Advisory Services
Minnesota
$251K -$40.7K -254 -14%
BAM
2749
Bellevue Asset Management
Washington
$251K +$451 +3 +0.2%
HHRDM
2750
H&H Retirement Design & Management
Nevada
$250K -$46.4K -290 -16%