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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 %
WIC
2751
Wilkins Investment Counsel
Massachusetts
$381K -$25.3K -150 -6%
BSSFA
2752
Baron Silver Stevens Financial Advisors
Florida
$381K +$62.4K +370 +20%
PEA
2753
Park Edge Advisors
Ohio
$380K +$30.7K +182 +9%
GSIAS
2754
Garden State Investment Advisory Services
New Jersey
$380K +$17.7K +105 +5%
GM
2755
GeoWealth Management
Illinois
$379K +$4.04K +24 +1%
AFC
2756
AFT Forsyth & Company
Florida
$378K
STB
2757
S&T Bank
Pennsylvania
$378K +$33.8K +200 +10%
FWP
2758
Falcon Wealth Planning
California
$378K -$26.3K -156 -7%
SC
2759
Solstein Capital
California
$378K
TAS
2760
TIFF Advisory Services
Pennsylvania
$377K -$684K -4,056 -64%
FA
2761
Financial Advisors
Massachusetts
$377K -$87.8K -521 -19%
PHAM
2762
Palisades Hudson Asset Management
Florida
$377K
OA
2763
Operose Advisors
Wisconsin
$376K +$337K +1,997 +853%
WHCI
2764
W.H. Cornerstone Investments
Massachusetts
$376K +$118K +698 +46%
GAM
2765
GEM Asset Management
Michigan
$376K
TCBWMS
2766
Texas Capital Bank Wealth Management Services
Texas
$376K -$5.4K -32 -1%
SFA
2767
Source Financial Advisors
New York
$376K +$20.6K +122 +6%
FFG
2768
Frisch Financial Group
New York
$374K -$46.4K -275 -11%
WBG
2769
Wharton Business Group
Pennsylvania
$374K
PFWA
2770
Paces Ferry Wealth Advisors
Georgia
$373K +$1.18K +7 +0.3%
E
2771
ETFidea
New York
$373K +$15.2K +90 +4%
MF
2772
Meridian Financial
Massachusetts
$373K
RW
2773
Rede Wealth
Virginia
$371K -$150K -887 -29%
SWIG
2774
Strategic Wealth Investment Group
Kentucky
$370K +$27.3K +162 +8%
SWP
2775
ShoreHaven Wealth Partners
New Jersey
$369K +$1.35K +8 +0.4%